2023 Form 5500 filing — Lakemary Center, Inc 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 20241015232809NAL0050104208003) for Lakemary Center, Inc 401(K) Plan, reported by Lakemary Center, Inc Retirement Plan under EIN 48-0732570 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015232809NAL0050104208003
Filing year
2023
Form type
2
Plan sponsor
Lakemary Center, Inc Retirement Plan
EIN
48-0732570
Plan number
001
Location
Paola, KS
Participants
229
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,536,170
Net assets (EOY)
$10,536,170
Employer contributions
$70,132
Participant contributions
$368,156
Total income / additions
$1,936,142
Benefits paid
$969,557
Administrative expenses
$1,670
Total expenses
$993,481
Net increase / (decrease)
$942,661
Schedule source
Schedule H

Related Form 5500 pages