Lake Shore, Inc. Truck Drivers Pension Plan — Form 5500 plan (Oldenburg Group Incorporated)
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, Lake Shore, Inc. Truck Drivers Pension Plan is a benefit plan reported by Oldenburg Group Incorporated under EIN 39-0943085 and plan number 004. The latest loaded filing year is 2023. The filing reports 30 participants and $312,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oldenburg Group Incorporated
- EIN
- 39-0943085
- Plan number
- 004
- Plan type
- 2
- Location
- Glendale, WI
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $312,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20250603132041NAL0007638387001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $312,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $312,126
- Net assets (BOY)
- $319,616
Income & contributions
- Employer contributions
- $8,220
- Participant contributions
- $0
- Total income / additions
- $54,713
Expenses & distributions
- Benefits paid
- $54,986
- Administrative expenses
- $4,025
- Total expenses
- $62,203
- Net increase / (decrease)
- -$7,490
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.