Lakeland Medical Associates 401(K) Profit Sharing Plan — Form 5500 plan (Lakeland Medical Associates)
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, Lakeland Medical Associates 401(K) Profit Sharing Plan is a benefit plan reported by Lakeland Medical Associates under EIN 75-1662981 and plan number 001. The latest loaded filing year is 2023. The filing reports 90 participants and $16,901,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeland Medical Associates
- EIN
- 75-1662981
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, TX
- Latest filing year
- 2023
- Participants
- 90
- End-of-year plan assets
- $16,901,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 90 | I | 20240520084516NAL0000556931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,901,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,901,504
- Net assets (BOY)
- $13,478,960
Income & contributions
- Employer contributions
- $887,865
- Participant contributions
- $514,578
- Total income / additions
- $3,492,581
Expenses & distributions
- Benefits paid
- $51,471
- Administrative expenses
- $16,356
- Total expenses
- $70,037
- Net increase / (decrease)
- $3,422,544
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.