2023 Form 5500 filing — Lakeside Manufacturing Retirement 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 20240724145704NAL0013209937001) for Lakeside Manufacturing Retirement Plan, reported by Lakeside Manufacturing, Inc. under EIN 39-0861074 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724145704NAL0013209937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Manufacturing, Inc.
- EIN
- 39-0861074
- Plan number
- 001
- Location
- West Milwaukee, WI
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,486,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,486,889
- Employer contributions
- $167,427
- Participant contributions
- $575,531
- Total income / additions
- $2,270,049
- Benefits paid
- $1,110,872
- Administrative expenses
- $36,903
- Total expenses
- $1,150,866
- Net increase / (decrease)
- $1,119,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $22,903 | not reported in the loaded dataset |
| Alpha Investment Consulting Group, | INVESTMENT ADVISOR | $14,000 | not reported in the loaded dataset |