LAKESHORE FARM MANAGEMENT ASSOCIATION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: LFM RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-20 | 12 |
| Total number of particpants at end of year | 2025-05-20 | 12 |
| Number of Participants With Account Balances | 2025-05-20 | 12 |
| 2019: LFM RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 12 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 12 |
| Number of participants with account balances | 2019-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2017: LFM RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 12 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 12 |
| Number of participants with account balances | 2017-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: LFM RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 11 |
| Number of participants with account balances | 2016-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 12 |
| Number of participants with account balances | 2016-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : LFM RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-20 | 31154 |
| Net assets as of the end of the plan year | 2025-05-20 | 3150811 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 2453095 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 300000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 59704 |
| Other income to plan in this plan year | 2025-05-20 | 509825 |
| Plan net income in this plan year | 2025-05-20 | 697716 |
| Net assets as of the end of the plan year | 2025-05-20 | 3150811 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 2453095 |
| Employer contributions to plan in this plan year | 2025-05-20 | 159341 |
| Fees paid to broker by Benefit Provider | 2025-05-20 | 15294 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-20 | 31154 |
| 2020 : LFM RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $493,830 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $27,855 |
| Total plan assets at end of year | 2020-06-30 | $3,216,307 |
| Total plan assets at beginning of year | 2020-06-30 | $2,750,332 |
| Value of fidelity bond covering the plan | 2020-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $44,695 |
| Other income received | 2020-06-30 | $325,160 |
| Net income (gross income less expenses) | 2020-06-30 | $465,975 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,216,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,750,332 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $123,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $27,855 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
| 2019 : LFM RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $324,774 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $24,213 |
| Total plan assets at end of year | 2019-06-30 | $2,750,332 |
| Total plan assets at beginning of year | 2019-06-30 | $2,449,771 |
| Value of fidelity bond covering the plan | 2019-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $77,505 |
| Other income received | 2019-06-30 | $123,901 |
| Net income (gross income less expenses) | 2019-06-30 | $300,561 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $2,750,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,449,771 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $123,368 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $24,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : LFM RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $494,603 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $22,788 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $1,578 |
| Total plan assets at end of year | 2018-06-30 | $2,449,771 |
| Total plan assets at beginning of year | 2018-06-30 | $1,977,956 |
| Value of fidelity bond covering the plan | 2018-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $81,514 |
| Other income received | 2018-06-30 | $297,461 |
| Net income (gross income less expenses) | 2018-06-30 | $471,815 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $2,449,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,977,956 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $115,628 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $21,210 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : LFM RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $490,703 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $60,924 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $44,550 |
| Total plan assets at end of year | 2017-06-30 | $1,977,956 |
| Total plan assets at beginning of year | 2017-06-30 | $1,548,177 |
| Value of fidelity bond covering the plan | 2017-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $71,269 |
| Other income received | 2017-06-30 | $309,053 |
| Net income (gross income less expenses) | 2017-06-30 | $429,779 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,977,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,548,177 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $110,381 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $16,374 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| 2016 : LFM RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $1,343,328 |
| Total income from all sources | 2016-06-30 | $210,473 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $5,624 |
| Total plan assets at end of year | 2016-06-30 | $1,548,177 |
| Total plan assets at beginning of year | 2016-06-30 | $0 |
| Value of fidelity bond covering the plan | 2016-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $36,232 |
| Other income received | 2016-06-30 | $119,883 |
| Net income (gross income less expenses) | 2016-06-30 | $204,849 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,548,177 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $54,358 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $5,624 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2019: LFM RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LFM RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LFM RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
