2023 Form 5500 filing — Lakeside Bank 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 20241011220828NAL0012964019001) for Lakeside Bank Retirement Plan, reported by Lakeside Bank under EIN 36-2583514 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011220828NAL0012964019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Bank
- EIN
- 36-2583514
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,775,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,775,317
- Employer contributions
- $1,200,000
- Total income / additions
- $3,332,536
- Benefits paid
- $819,491
- Administrative expenses
- $14,290
- Total expenses
- $833,781
- Net increase / (decrease)
- $2,498,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,290 | $0 |