Lake Air Products LLC 401(K) Plan — Form 5500 plan (Lake Air Products 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, Lake Air Products LLC 401(K) Plan is a benefit plan reported by Lake Air Products LLC under EIN 81-5191167 and plan number 001. The latest loaded filing year is 2023. The filing reports 445 participants and $10,574,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Air Products LLC
- EIN
- 81-5191167
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $10,574,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20241008091607NAL0008211299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,574,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,574,576
- Net assets (BOY)
- $10,149,404
Income & contributions
- Employer contributions
- $302,279
- Participant contributions
- $978,351
- Total contributions
- $1,314,209
- Total income / additions
- $2,633,707
Expenses & distributions
- Benefits paid
- $2,107,926
- Administrative expenses
- $100,609
- Total expenses
- $2,208,535
- Net increase / (decrease)
- $425,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tax Sheltered Compensation, Inc. | RECORDKEEPER | $44,375 | $82 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $25,645 | $0 | 2023 |
| Usi Advisors Inc | INVESTMENT ADVISORY PLAN | $13,271 | not reported in the loaded dataset | 2023 |
| Lake Air Products LLC | PLAN SPONSOR | $11,230 | not reported in the loaded dataset | 2023 |
| Securities America Advisors Inc | INVESTMENT ADVISORY PLAN | $6,504 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lake Air Products LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Lake Air Products LLC — Schedule C compensation
- Securities America Advisors Inc — Schedule C compensation