Valued Employee Retirement Savings Plan — Form 5500 plan (Lac Acquisition, 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, Valued Employee Retirement Savings Plan is a benefit plan reported by Lac Acquisition, LLC under EIN 83-2007393 and plan number 002. The latest loaded filing year is 2023. The filing reports 546 participants and $15,222,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lac Acquisition, LLC
- EIN
- 83-2007393
- Plan number
- 002
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $15,222,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20241015090204NAL0027891633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,222,214
- Total liabilities (EOY)
- $12,462
- Net assets (EOY)
- $15,209,752
- Net assets (BOY)
- $14,745,967
Income & contributions
- Employer contributions
- $5,293
- Participant contributions
- $743,716
- Total contributions
- $844,977
- Total income / additions
- $3,530,905
Expenses & distributions
- Benefits paid
- $2,916,961
- Administrative expenses
- $134,242
- Total expenses
- $3,067,120
- Net increase / (decrease)
- $463,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rsm Us Llp | RETAINED BY CLIENT | $49,350 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | RETAINED BY CLIENT | $44,480 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Srvcs | RETAINED BY CLIENT | $26,850 | $0 | 2023 |
| First Allied Advisory Svcs | RETAINED BY CLIENT | $15,021 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lac Acquisition, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Rsm Us Llp — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- John Hancock Retirement Plan Srvcs — Schedule C compensation
- First Allied Advisory Svcs — Schedule C compensation