Lakeshore Employment Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Lakeshore Employment Inc)
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, Lakeshore Employment Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lakeshore Employment Inc under EIN 36-4233394 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $4,130,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeshore Employment Inc
- EIN
- 36-4233394
- Plan number
- 001
- Plan type
- 2
- Location
- Skokie, IL
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $4,130,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241010090248NAL0019841841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,130,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,130,248
- Net assets (BOY)
- $3,167,511
Income & contributions
- Employer contributions
- $298,938
- Participant contributions
- $601,426
- Total contributions
- $966,323
- Total income / additions
- $1,486,483
Expenses & distributions
- Benefits paid
- $464,621
- Administrative expenses
- $47,139
- Total expenses
- $523,746
- Net increase / (decrease)
- $962,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,139 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $16,839 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |