2023 Form 5500 filing — Lakeshore Learning Materials 401(K) 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 20240916140946NAL0002938368001) for Lakeshore Learning Materials 401(K) Plan, reported by Lakeshore Learning Materials, LLC under EIN 94-1525814 and plan number 001. It reports 3,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916140946NAL0002938368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeshore Learning Materials, LLC
- EIN
- 94-1525814
- Plan number
- 001
- Location
- Carson, CA
- Participants
- 3,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,813,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,813,559
- Employer contributions
- $4,622,660
- Participant contributions
- $10,485,008
- Total income / additions
- $42,933,270
- Benefits paid
- $6,171,289
- Administrative expenses
- $225,339
- Total expenses
- $6,418,150
- Net increase / (decrease)
- $36,515,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $151,536 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $59,955 | $45 |
| Cohn Reznick Llp | ACCOUNTANT | $13,860 | not reported in the loaded dataset |