Lakeside Bank Retirement Plan — Form 5500 plan (Lakeside Bank)
Plain-English plan 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, Lakeside Bank Retirement Plan is a benefit plan reported by Lakeside Bank under EIN 36-2583514 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $22,775,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeside Bank
- EIN
- 36-2583514
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $22,775,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241011220828NAL0012964019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,775,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,775,317
- Net assets (BOY)
- $20,276,562
Income & contributions
- Employer contributions
- $1,200,000
- Total contributions
- $1,200,000
- Total income / additions
- $3,332,536
Expenses & distributions
- Benefits paid
- $819,491
- Administrative expenses
- $14,290
- Total expenses
- $833,781
- Net increase / (decrease)
- $2,498,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,290 | $0 | 2023 |