2023 Form 5500 filing — Lake State Railway Company 401(K) Profit Sharing 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 20241011075014NAL0022372785001) for Lake State Railway Company 401(K) Profit Sharing Plan, reported by Lake State Railway Company under EIN 38-3023096 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,579,337
Participants140
Provider compensation$28.2K2 Schedule C row(s)$28,225
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011075014NAL0022372785001
Plan sponsor
Lake State Railway Company
EIN
38-3023096
Plan number
001
Location
Saginaw, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$211.8K
Benefits paid / distributions$169.8K
Contributions
Employer$191.4K
Participant$518.2K
Full reported line items
Total assets (EOY)
$7,579,337
Total liabilities (EOY)
$0
Net assets (EOY)
$7,579,337
Employer contributions
$191,392
Participant contributions
$518,210
Total income / additions
$1,871,234
Benefits paid
$169,765
Administrative expenses
$29,256
Total expenses
$211,752
Net increase / (decrease)
$1,659,482
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $17.1K · Indirect $0
  2. 2
    ADVISOR · Direct $11.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011075014NAL0022372785001 cover?
It is the 2023 Form 5500 filing for Lake State Railway Company 401(K) Profit Sharing Plan, reported by Lake State Railway Company (EIN 38-3023096).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages