Lakeside Foods, Inc. Retirement Plan — Form 5500 plan (Lakeside Foods, 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, Lakeside Foods, Inc. Retirement Plan is a benefit plan reported by Lakeside Foods, Inc. under EIN 39-0417640 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,903 participants and $102,830,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeside Foods, Inc.
EIN
39-0417640
Plan number
001
Plan type
2
Location
Manitowoc, WI
Latest filing year
2023
Participants
1,903
End-of-year plan assets
$102,830,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,903H, C20241009155310NAL0031774224002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,830,508
Total liabilities (EOY)
$11,800
Net assets (EOY)
$102,818,708
Net assets (BOY)
$90,074,537

Income & contributions

Employer contributions
$3,758,122
Participant contributions
$4,954,214
Total contributions
$9,511,685
Total income / additions
$22,183,972

Expenses & distributions

Benefits paid
$8,998,783
Administrative expenses
$316,479
Total expenses
$9,439,801
Net increase / (decrease)
$12,744,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$316,479$02023

Related Form 5500 pages