Lagoon Corp. & Affiliates Profit Sharing Plan — Form 5500 plan (Lagoon Corporation And Affiliates)
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, Lagoon Corp. & Affiliates Profit Sharing Plan is a benefit plan reported by Lagoon Corporation And Affiliates under EIN 87-0201171 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $57,704,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lagoon Corporation And Affiliates
- EIN
- 87-0201171
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington, UT
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $57,704,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241014151432NAL0027678049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,704,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,704,562
- Net assets (BOY)
- $48,864,287
Income & contributions
- Employer contributions
- $477,045
- Participant contributions
- $565,840
- Total contributions
- $1,080,003
- Total income / additions
- $10,665,077
Expenses & distributions
- Benefits paid
- $1,706,330
- Administrative expenses
- $90,732
- Total expenses
- $1,824,802
- Net increase / (decrease)
- $8,840,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | N/A | $66,495 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | N/A | $18,236 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | N/A | $6,001 | $0 | 2023 |