Lakeside Country Club 401(K) Plan — Form 5500 plan (Lakeside Country Club)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lakeside Country Club 401(K) Plan is a benefit plan reported by Lakeside Country Club under EIN 74-1170526 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $5,429,074 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.4MPlan net assets, end of year$5,429,074
Participants218Covered participants reported
Assets / participant$24.9KComputed: assets ÷ participants$24,904 (computed)
Provider compensation$48.3K3 Schedule C provider row(s)$48,264
- Plan sponsor
- Lakeside Country Club
- EIN
- 74-1170526
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20250611101829NAL0015849937001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,429,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,429,074
- Net assets (BOY)
- $4,277,741
Income & contributions
- Employer contributions
- $299,633
- Participant contributions
- $716,032
- Total contributions
- $1,266,644
- Total income / additions
- $2,010,331
Expenses & distributions
- Benefits paid
- $810,811
- Administrative expenses
- $48,264
- Total expenses
- $859,138
- Net increase / (decrease)
- $1,151,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $33,265 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | NONE | $12,432 | not reported in the loaded dataset | 2023 |
| Assuredpartners Investment Advisors | NONE | $2,567 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeside Country Club
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Stancorp Financial Group — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Assuredpartners Investment Advisors — Schedule C compensation