Lakeside Manufacturing Retirement Plan — Form 5500 plan (Lakeside Manufacturing, 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 Manufacturing Retirement Plan is a benefit plan reported by Lakeside Manufacturing, Inc. under EIN 39-0861074 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $11,486,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeside Manufacturing, Inc.
EIN
39-0861074
Plan number
001
Plan type
2
Location
West Milwaukee, WI
Latest filing year
2023
Participants
165
End-of-year plan assets
$11,486,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240724145704NAL0013209937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,486,889
Total liabilities (EOY)
$0
Net assets (EOY)
$11,486,889
Net assets (BOY)
$10,367,706

Income & contributions

Employer contributions
$167,427
Participant contributions
$575,531
Total contributions
$742,958
Total income / additions
$2,270,049

Expenses & distributions

Benefits paid
$1,110,872
Administrative expenses
$36,903
Total expenses
$1,150,866
Net increase / (decrease)
$1,119,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCRECORDKEEPER$22,903not reported in the loaded dataset2023
Alpha Investment Consulting Group,INVESTMENT ADVISOR$14,000not reported in the loaded dataset2023

Related Form 5500 pages