Lakeside International Trucks, Inc. Retirement Plan — Form 5500 plan (Lakeside International Trucks, 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 International Trucks, Inc. Retirement Plan is a benefit plan reported by Lakeside International Trucks, Inc. under EIN 39-1487198 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $25,902,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeside International Trucks, Inc.
EIN
39-1487198
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
440
End-of-year plan assets
$25,902,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20241014082704NAL0014646227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,902,481
Net assets (EOY)
$25,902,481
Net assets (BOY)
$19,867,276

Income & contributions

Employer contributions
$913,466
Participant contributions
$1,966,049
Total contributions
$4,120,695
Total income / additions
$7,692,371

Expenses & distributions

Benefits paid
$1,551,954
Administrative expenses
$105,212
Total expenses
$1,657,166
Net increase / (decrease)
$6,035,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment AdvisorsNONE$63,682$02023
Associated Trust Company, N.A.NONE$41,530$02023

Related Form 5500 pages