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 Capital Group Management, LLC 401(K) Plan is a benefit plan reported by Lakeside Capital Group Management, LLC under EIN 47-4663985 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $6,258,451 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,258,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,258,451
- Net assets (BOY)
- $4,319,057
Income & contributions
- Employer contributions
- $472,410
- Participant contributions
- $884,984
- Total contributions
- $1,418,112
- Total income / additions
- $2,255,663
Expenses & distributions
- Benefits paid
- $266,880
- Administrative expenses
- $42,904
- Total expenses
- $316,269
- Net increase / (decrease)
- $1,939,394