Lake Farms Employee Profit Sharing Trust — Form 5500 plan (Susan Lake)
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, Lake Farms Employee Profit Sharing Trust is a benefit plan reported by Susan Lake under EIN 81-0306029 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,052,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Susan Lake
- EIN
- 81-0306029
- Plan number
- 001
- Plan type
- 2
- Location
- Ronan, MT
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,052,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240902155244NAL0032679008001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,052,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,052,036
- Net assets (BOY)
- $909,579
Income & contributions
- Participant contributions
- $17,503
- Total income / additions
- $168,557
Expenses & distributions
- Benefits paid
- $26,100
- Total expenses
- $26,100
- Net increase / (decrease)
- $142,457
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.