Lakeside Bottling Company Retirement Savings Plan — Form 5500 plan (Lakeside Bottling Company)
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 Bottling Company Retirement Savings Plan is a benefit plan reported by Lakeside Bottling Company under EIN 39-0417440 and plan number 001. The latest loaded filing year is 2023. The filing reports 70 participants and $7,607,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeside Bottling Company
- EIN
- 39-0417440
- Plan number
- 001
- Plan type
- 2
- Location
- Sheboygan Falls, WI
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $7,607,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | I | 20240628085920NAL0000212435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,607,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,607,561
- Net assets (BOY)
- $6,923,948
Income & contributions
- Employer contributions
- $173,373
- Participant contributions
- $288,989
- Total income / additions
- $1,451,929
Expenses & distributions
- Benefits paid
- $741,572
- Administrative expenses
- $26,744
- Total expenses
- $768,316
- Net increase / (decrease)
- $683,613
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.