2023 Form 5500 filing — Lakeside Manufacturing, Inc. Employees' Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718160756NAL0010220592001) for Lakeside Manufacturing, Inc. Employees' Pension Plan, reported by Lakeside Manufacturing, Inc under EIN 39-0861074 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718160756NAL0010220592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Manufacturing, Inc
- EIN
- 39-0861074
- Plan number
- 002
- Location
- West Milwaukee, WI
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,290,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,290,361
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $306,722
- Benefits paid
- $265,959
- Administrative expenses
- $6,000
- Total expenses
- $271,959
- Net increase / (decrease)
- $34,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpha Investment Consulting Group | NONE | $6,000 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $0 | $3,318 |