Lakeside School Defined Contribution Retirement Plan — Form 5500 plan (Lakeside School)
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, Lakeside School Defined Contribution Retirement Plan is a benefit plan reported by Lakeside School under EIN 91-0564971 and plan number 001. The latest loaded filing year is 2023. The filing reports 583 participants and $94,815,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeside School
- EIN
- 91-0564971
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $94,815,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20240725161816NAL0022993280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,815,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,815,483
- Net assets (BOY)
- $83,793,150
Income & contributions
- Employer contributions
- $1,572,618
- Participant contributions
- $2,070,774
- Total contributions
- $3,845,955
- Total income / additions
- $16,447,230
Expenses & distributions
- Benefits paid
- $5,349,633
- Administrative expenses
- $74,146
- Total expenses
- $5,424,897
- Net increase / (decrease)
- $11,022,333
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets, LLC; Scott Mer | NONE | $40,950 | not reported in the loaded dataset | 2023 |
| Clark Nuber | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine Llp | NONE | $7,111 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $3,883 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeside School
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Rbc Capital Markets, LLC; Scott Mer — Schedule C compensation
- Clark Nuber — Schedule C compensation
- Davis Wright Tremaine Llp — Schedule C compensation
- Tiaa — Schedule C compensation