Lakepoint 401(K) Plan — Form 5500 plan (Lakepoint Augusta, LLC)
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, Lakepoint 401(K) Plan is a benefit plan reported by Lakepoint Augusta, LLC under EIN 48-1189799 and plan number 001. The latest loaded filing year is 2023. The filing reports 91 participants and $164,323 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$164.3KPlan net assets, end of year$164,323
Participants91Covered participants reported
Assets / participant$1.8KComputed: assets ÷ participants$1,806 (computed)
Provider compensation$3.1K1 Schedule C provider row(s)$3,089
- Plan sponsor
- Lakepoint Augusta, LLC
- EIN
- 48-1189799
- Plan number
- 001
- Plan type
- 2
- Location
- Augusta, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 91 | H, C | 20240919144632NAL0012172258001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$164.3K total assets
Net assets$164.3KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $164,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $164,323
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $64,849
- Participant contributions
- $82,989
- Total contributions
- $157,682
- Total income / additions
- $168,209
Expenses & distributions
- Benefits paid
- $797
- Administrative expenses
- $3,089
- Total expenses
- $3,886
- Net increase / (decrease)
- $164,323
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income0%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $3,089 | $0 | 2023 |