2023 Form 5500 filing — Lakeside Software 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 20241011122435NAL0038697408001) for Lakeside Software 401(K) Plan, reported by Lakeside Software, LLC under EIN 38-3374036 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122435NAL0038697408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Software, LLC
- EIN
- 38-3374036
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,824,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,824,942
- Employer contributions
- $328,857
- Participant contributions
- $1,886,547
- Total income / additions
- $4,356,172
- Benefits paid
- $722,243
- Administrative expenses
- $30,573
- Total expenses
- $765,407
- Net increase / (decrease)
- $3,590,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,729 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $10,167 | not reported in the loaded dataset |
| Coastal Capital Group | ADVISOR | $5,169 | not reported in the loaded dataset |