Lakeshore Learning Materials, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lakeshore Learning Materials, LLC (EIN 94-1525814) is a plan sponsor located in Carson, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1525814
Location
Carson, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$162,813,559
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$162,813,559

Contributions & income

Employer contributions
$4,622,660
Participant contributions
$10,485,008
Total income / additions
$42,933,270

Expenses & distributions

Benefits paid / distributions
$6,171,289
Total expenses
$6,418,150
Net increase / (decrease)
$36,515,120

Coverage

Total reported participants
7,325
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lakeshore Learning Materials, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lakeshore Learning Materials 401(K) Plan0013,711$162,813,5592023
Lakeshore Learning Materials Pre-Tax Flexible Benefits Plan5022,054not reported in the loaded dataset2023
Lakeshore Health And Welfare Benefit Plan5011,560not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lakeshore Learning Materials, LLC
YearPlanParticipantsSchedulesFiling
2023Lakeshore Learning Materials Pre-Tax Flexible Benefits Plan2,05420240523170746NAL0002979987001
2023Lakeshore Learning Materials 401(K) Plan3,711H, C20240916140946NAL0002938368001
2023Lakeshore Health And Welfare Benefit Plan1,56020241030125314NAL0000586705001

Related Form 5500 pages