Logo

EMPLOYEE BENEFIT PLAN OF LAKE MORTGAGE COMPANY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF LAKE MORTGAGE COMPANY, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF LAKE MORTGAGE COMPANY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAKE MORTGAGE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAKE MORTGAGE COMPANY, INC.
Employer identification number (EIN):350798769
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF LAKE MORTGAGE COMPANY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHAEL CONLEY2024-09-20
0022022-01-01JAMES FOSTER2023-06-26
0022021-01-01JAMES FOSTER2022-09-28
0022021-01-01JAMES FOSTER2022-09-27
0022020-01-01JAMES FOSTER2021-09-28
0022019-01-01JAMES FOSTER2020-09-15
0022018-01-01JAMES FOSTER2019-10-02
0022017-01-01JAMES FOSTER2018-10-02 JAMES FOSTER2018-10-02
0022016-01-01JAMES FOSTER2017-07-19 JAMES FOSTER2017-07-19
0022015-01-01JAMES FOSTER2016-10-10 JAMES FOSTER2016-10-10
0022014-01-01JAMES FOSTER2015-04-21 JAMES FOSTER2015-04-21
0022014-01-01JAMES FOSTER2017-06-19 JAMES FOSTER2017-06-19
0022013-01-01JAMES FOSTER2014-09-25 JAMES FOSTER2014-09-25
0022012-01-01JAMES FOSTER2013-07-23 JAMES FOSTER2013-07-23
0022011-01-01JAMES FOSTER2012-04-27 JAMES FOSTER2012-04-27
0022010-01-01MARY DAHL2011-06-29 MARY DAHL2011-06-29

Financial Data on EMPLOYEE BENEFIT PLAN OF LAKE MORTGAGE COMPANY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF LAKE MORTGAGE COMPANY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14981714
Net assets as of the end of the plan year2025-10-142315734
Total assets as of the beginning of the plan year2025-10-142978824
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-1437434
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14270985
Plan net income in this plan year2025-10-14-663090
Net assets as of the end of the plan year2025-10-142315734
Net assets as of the beginning of the plan year2025-10-142978824
Employer contributions to plan in this plan year2025-10-1410205
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1448
Total transfers to/from plan in this plan year2025-09-190
Total liabilities as of the end of the plan year2025-09-190
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-19981720
Net assets as of the end of the plan year2025-09-192315734
Total assets as of the beginning of the plan year2025-09-192978824
Value of plan covered by a fidelity bond2025-09-19500000
Participant contributions to plan in this plan year2025-09-1937434
Other expenses paid from plan in this plan year2025-09-190
Other contributions to plan in this plan year2025-09-190
Other income to plan in this plan year2025-09-19260236
Plan net income in this plan year2025-09-19-673433
Net assets as of the end of the plan year2025-09-192315734
Net assets as of the beginning of the plan year2025-09-192978824
Employer contributions to plan in this plan year2025-09-1910617
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1954
2024 : EMPLOYEE BENEFIT PLAN OF LAKE MORTGAGE COMPANY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-201090379
Net assets as of the end of the plan year2024-09-202978824
Total assets as of the beginning of the plan year2024-09-203599624
Value of plan covered by a fidelity bond2024-09-20500000
Participant contributions to plan in this plan year2024-09-20103848
Other expenses paid from plan in this plan year2024-09-200
Other contributions to plan in this plan year2024-09-2016078
Other income to plan in this plan year2024-09-20324875
Plan net income in this plan year2024-09-20-620800
Net assets as of the end of the plan year2024-09-202978824
Net assets as of the beginning of the plan year2024-09-203599624
Employer contributions to plan in this plan year2024-09-2024778
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2042

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1