Lake Bluff Property Group Ltd 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lake Bluff Property Group Ltd)

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 Bluff Property Group Ltd 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lake Bluff Property Group Ltd under EIN 86-2919737 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $6,499 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.5KPlan net assets, end of year$6,499
Participants7Covered participants reported
Assets / participant$928Computed: assets ÷ participants$928 (computed)
Provider compensationNone reported
Plan sponsor
Lake Bluff Property Group Ltd
EIN
86-2919737
Plan number
001
Plan type
2
Location
South Haven, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240729080619NAL0031670944001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.5K total assets
Net assets$6.5KLiabilities$0
Money in vs. money out
Total income / additions$615
Total expenses$84
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$6,499
Total liabilities (EOY)
$0
Net assets (EOY)
$6,499
Net assets (BOY)
$5,968

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$615

Expenses & distributions

Benefits paid
$0
Administrative expenses
$84
Total expenses
$84
Net increase / (decrease)
$531
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages