2023 Form 5500 filing — The Lakes Country Club Association, 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 20250415165729NAL0001580387001) for The Lakes Country Club Association, Inc. 401(K) Plan, reported by The Lakes Country Club Association, Inc. under EIN 95-3792265 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415165729NAL0001580387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lakes Country Club Association, Inc.
- EIN
- 95-3792265
- Plan number
- 001
- Location
- Palm Desert, CA
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,664,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,664,604
- Employer contributions
- $184,386
- Participant contributions
- $332,908
- Total income / additions
- $1,416,696
- Benefits paid
- $507,637
- Administrative expenses
- $30,418
- Total expenses
- $538,055
- Net increase / (decrease)
- $878,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,559 | $0 |
| Ubs Financial Services | INVESTMENT ADVISOR | $16,964 | not reported in the loaded dataset |
| Kb Actuarial, Inc | TPA | $3,359 | $2,344 |
| Ubs Financial Svcs Ins Agency Inc | BROKER/ADVISOR | $0 | $700 |