2023 Form 5500 filing — Valued Employee Retirement Savings 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 20241015090204NAL0027891633001) for Valued Employee Retirement Savings Plan, reported by Lac Acquisition, LLC under EIN 83-2007393 and plan number 002. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090204NAL0027891633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lac Acquisition, LLC
- EIN
- 83-2007393
- Plan number
- 002
- Location
- South Bend, IN
- Participants
- 546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,222,214
- Total liabilities (EOY)
- $12,462
- Net assets (EOY)
- $15,209,752
- Employer contributions
- $5,293
- Participant contributions
- $743,716
- Total income / additions
- $3,530,905
- Benefits paid
- $2,916,961
- Administrative expenses
- $134,242
- Total expenses
- $3,067,120
- Net increase / (decrease)
- $463,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rsm Us Llp | RETAINED BY CLIENT | $49,350 | not reported in the loaded dataset |
| Creative Planning, LLC | RETAINED BY CLIENT | $44,480 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvcs | RETAINED BY CLIENT | $26,850 | $0 |
| First Allied Advisory Svcs | RETAINED BY CLIENT | $15,021 | not reported in the loaded dataset |