2023 Form 5500 filing — Lakeside Capital Group Management, LLC 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 20240927155222NAL0001405507001) for Lakeside Capital Group Management, LLC 401(K) Plan, reported by Lakeside Capital Group Management, LLC under EIN 47-4663985 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927155222NAL0001405507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Capital Group Management, LLC
- EIN
- 47-4663985
- Plan number
- 001
- Location
- Coeur Dalene, ID
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,258,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,258,451
- Employer contributions
- $472,410
- Participant contributions
- $884,984
- Total income / additions
- $2,255,663
- Benefits paid
- $266,880
- Administrative expenses
- $42,904
- Total expenses
- $316,269
- Net increase / (decrease)
- $1,939,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $22,581 | $2,262 |
| Lpl Financial Corporation Rpcp | NONE | $20,885 | not reported in the loaded dataset |