Lakeside Industries Inc. Employee Savings Plan — Form 5500 plan (Lakeside Industries Inc.)
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 Industries Inc. Employee Savings Plan is a benefit plan reported by Lakeside Industries Inc. under EIN 91-0751657 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $89,234,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeside Industries Inc.
- EIN
- 91-0751657
- Plan number
- 001
- Plan type
- 2
- Location
- Issaquah, WA
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $89,234,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241014101414NAL0014752851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,234,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,234,603
- Net assets (BOY)
- $79,313,325
Income & contributions
- Employer contributions
- $2,825,712
- Participant contributions
- $1,737,015
- Total contributions
- $4,770,023
- Total income / additions
- $19,709,553
Expenses & distributions
- Benefits paid
- $9,760,989
- Administrative expenses
- $27,286
- Total expenses
- $9,788,275
- Net increase / (decrease)
- $9,921,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $82,653 | $0 | 2023 |
| M Holdings Securities Inc | OTHER | $30,000 | not reported in the loaded dataset | 2023 |