2023 Form 5500 filing — Lco 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 20241015194706NAL0029525617001) for Lco 401(K) Plan, reported by Lac Courte Oreilles Tribal Governing Board under EIN 39-1165322 and plan number 001. It reports 993 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)$12.3MReported net assets$12,277,707
Participants993
Provider compensation$55.5K2 Schedule C row(s)$55,535
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015194706NAL0029525617001
- Plan sponsor
- Lac Courte Oreilles Tribal Governing Board
- EIN
- 39-1165322
- Plan number
- 001
- Location
- Hayward, WI
- Received date
- not reported in the loaded dataset
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)$12.3M total assets
Net assets$12.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $12,277,707
- Net assets (EOY)
- $12,277,707
- Employer contributions
- $1,554,252
- Participant contributions
- $1,418,635
- Total income / additions
- $4,940,694
- Benefits paid
- $1,031,771
- Administrative expenses
- $55,535
- Total expenses
- $1,122,927
- Net increase / (decrease)
- $3,817,767
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $27,787 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $27,748 | $0 |