2023 Form 5500 filing — 1st Lake Properties, Inc 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 20240923102713NAL0015280800001) for 1st Lake Properties, Inc Retirement Plan, reported by 1st Lake Properties, Inc. under EIN 72-1142677 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923102713NAL0015280800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 1st Lake Properties, Inc.
- EIN
- 72-1142677
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,329,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,329,990
- Employer contributions
- $261,401
- Participant contributions
- $708,883
- Total income / additions
- $2,732,932
- Benefits paid
- $1,053,944
- Administrative expenses
- $52,407
- Total expenses
- $1,136,018
- Net increase / (decrease)
- $1,596,914
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America Na | INVESTMENT ADVISORY PLAN | $21,376 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,280 | $0 |
| The Haslauer Group Inc | TPA | $10,750 | $101 |