2023 Form 5500 filing — Lake Forest Graduate School Of Management 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 20250415134217NAL0003380497001) for Lake Forest Graduate School Of Management Retirement Savings Plan, reported by Lake Forest Graduate School Of Management under EIN 23-7013253 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415134217NAL0003380497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lake Forest Graduate School Of Management
- EIN
- 23-7013253
- Plan number
- 001
- Location
- Lake Forest, IL
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,228,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,228,360
- Employer contributions
- $103,245
- Participant contributions
- $266,897
- Total income / additions
- $2,116,783
- Benefits paid
- $402,319
- Administrative expenses
- $18,648
- Total expenses
- $420,967
- Net increase / (decrease)
- $1,695,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Howard Simon And Associates | NONE | $18,648 | not reported in the loaded dataset |