2023 Form 5500 filing — Lakeland Christian School, Inc. 403(B) 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 20250220124215NAL0004187843001) for Lakeland Christian School, Inc. 403(B) Retirement Plan, reported by Lakeland Christian School, Inc. under EIN 59-0730067 and plan number 001. It reports 179 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)$8.3MReported net assets$8,297,698
Participants179
Provider compensation$56.6K2 Schedule C row(s)$56,649
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250220124215NAL0004187843001
Plan sponsor
Lakeland Christian School, Inc.
EIN
59-0730067
Plan number
001
Location
Lakeland, FL
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$930.1K
Benefits paid / distributions$888K
Contributions
Employer$322.2K
Participant$440.6K
Full reported line items
Total assets (EOY)
$8,297,698
Total liabilities (EOY)
$0
Net assets (EOY)
$8,297,698
Employer contributions
$322,172
Participant contributions
$440,552
Total income / additions
$1,765,624
Benefits paid
$887,964
Administrative expenses
$42,180
Total expenses
$930,144
Net increase / (decrease)
$835,480

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,179$0
Lpl Financial LLCOTHER SERVICES$0$14,470

Related Form 5500 pages