The Lakeland Group Retirement Savings Plan — Form 5500 plan (Lakeland Tours, 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, The Lakeland Group Retirement Savings Plan is a benefit plan reported by Lakeland Tours, LLC under EIN 54-1902946 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,028 participants and $79,502,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeland Tours, LLC
- EIN
- 54-1902946
- Plan number
- 001
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
- Participants
- 2,028
- End-of-year plan assets
- $79,502,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,028 | H, C | 20241015152515NAL0014961571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,502,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,502,202
- Net assets (BOY)
- $74,540,250
Income & contributions
- Employer contributions
- $2,019,889
- Participant contributions
- $6,023,982
- Total contributions
- $8,575,939
- Total income / additions
- $21,029,110
Expenses & distributions
- Benefits paid
- $15,920,773
- Administrative expenses
- $137,329
- Total expenses
- $16,067,158
- Net increase / (decrease)
- $4,961,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RETAINED BY PLAN SPONSOR | $82,499 | $0 | 2023 |
| Comperio Retirement Consulting, In | CONSULTANT | $40,518 | not reported in the loaded dataset | 2023 |
| Hantzmon Wiebel, Llp | RETAINED BY EMPLOYER | $29,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,312 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeland Tours, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Charlottesville, VA
- John Hancock Usa — Schedule C compensation
- Comperio Retirement Consulting, In — Schedule C compensation
- Hantzmon Wiebel, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation