Lakeshore Learning Materials 401(K) Plan — Form 5500 plan (Lakeshore Learning Materials, 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, Lakeshore Learning Materials 401(K) Plan is a benefit plan reported by Lakeshore Learning Materials, LLC under EIN 94-1525814 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,711 participants and $162,813,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeshore Learning Materials, LLC
- EIN
- 94-1525814
- Plan number
- 001
- Plan type
- 2
- Location
- Carson, CA
- Latest filing year
- 2023
- Participants
- 3,711
- End-of-year plan assets
- $162,813,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,711 | H, C | 20240916140946NAL0002938368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $162,813,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,813,559
- Net assets (BOY)
- $126,531,090
Income & contributions
- Employer contributions
- $4,622,660
- Participant contributions
- $10,485,008
- Total contributions
- $18,169,503
- Total income / additions
- $42,933,270
Expenses & distributions
- Benefits paid
- $6,171,289
- Administrative expenses
- $225,339
- Total expenses
- $6,418,150
- Net increase / (decrease)
- $36,515,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $151,536 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $59,955 | $45 | 2023 |
| Cohn Reznick Llp | ACCOUNTANT | $13,860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeshore Learning Materials, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carson, CA
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Cohn Reznick Llp — Schedule C compensation