2023 Form 5500 filing — Lakeside Country Club 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 20250611101829NAL0015849937001) for Lakeside Country Club 401(K) Plan, reported by Lakeside Country Club under EIN 74-1170526 and plan number 002. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250611101829NAL0015849937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeside Country Club
- EIN
- 74-1170526
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,429,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,429,074
- Employer contributions
- $299,633
- Participant contributions
- $716,032
- Total income / additions
- $2,010,331
- Benefits paid
- $810,811
- Administrative expenses
- $48,264
- Total expenses
- $859,138
- Net increase / (decrease)
- $1,151,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,265 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | NONE | $12,432 | not reported in the loaded dataset |
| Assuredpartners Investment Advisors | NONE | $2,567 | not reported in the loaded dataset |