Plan5500

Lakeside Country Club 401(K) Plan — Form 5500 plan (Lakeside Country Club)

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 Country Club 401(K) Plan is a benefit plan reported by Lakeside Country Club under EIN 74-1170526 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $5,429,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeside Country Club
EIN
74-1170526
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
218
End-of-year plan assets
$5,429,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20250611101829NAL0015849937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,429,074
Total liabilities (EOY)
$0
Net assets (EOY)
$5,429,074
Net assets (BOY)
$4,277,741

Income & contributions

Employer contributions
$299,633
Participant contributions
$716,032
Total contributions
$1,266,644
Total income / additions
$2,010,331

Expenses & distributions

Benefits paid
$810,811
Administrative expenses
$48,264
Total expenses
$859,138
Net increase / (decrease)
$1,151,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$33,265not reported in the loaded dataset2023
Kestra Advisory Services, LLCNONE$12,432not reported in the loaded dataset2023
Assuredpartners Investment AdvisorsNONE$2,567not reported in the loaded dataset2023

Related Form 5500 pages