?>
Logo

LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LAKESIDE SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:LAKESIDE SCHOOL
Employer identification number (EIN):910564971
NAIC Classification:611000

Additional information about LAKESIDE SCHOOL

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1923-05-04
Company Identification Number: 178099138
Legal Registered Office Address: 14050 1ST AVE NE

SEATTLE
United States of America (USA)
981253025

More information about LAKESIDE SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01BRIELLE GOODMAN BRIELLE GOODMAN2018-10-15
0012016-01-01BIRAGE TANDON BIRAGE TANDON2017-10-13
0012015-01-01BIRAGE TANDON BIRAGE TANDON2016-10-12
0012014-01-01BIRAGE TANDON BIRAGE TANDON2015-10-12
0012013-01-01BIRAGE TANDON BIRAGE TANDON2014-08-26
0012012-01-01BIRAGE TANDON BIRAGE TANDON2013-10-07
0012011-01-01SANDRA GALLAGHER SYLVIA PAUTLER2012-10-11
0012010-01-01SANDRA GALLAGHER SYLVIA PAUTLER2011-10-03
0012009-01-01SANDRA GALLAGHER SYLVIA PAUTLER2010-09-29
0012009-01-01SANDRA GALLAGHER SYLVIA PAUTLER2010-09-29
0012009-01-01SANDRA GALLAGHER SYLVIA PAUTLER2010-09-29
0012009-01-01SANDRA GALLAGHER SYLVIA PAUTLER2010-09-29
0012009-01-01SANDRA GALLAGHER SYLVIA PAUTLER2010-09-29

Plan Statistics for LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01573
Total number of active participants reported on line 7a of the Form 55002022-01-01239
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01343
Total of all active and inactive participants2022-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01584
Number of participants with account balances2022-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01562
Total number of active participants reported on line 7a of the Form 55002021-01-01234
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01338
Total of all active and inactive participants2021-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01574
Number of participants with account balances2021-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01572
Total number of active participants reported on line 7a of the Form 55002020-01-01231
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01333
Total of all active and inactive participants2020-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01564
Number of participants with account balances2020-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01558
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01347
Total of all active and inactive participants2019-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01574
Number of participants with account balances2019-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01548
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01333
Total of all active and inactive participants2018-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01559
Number of participants with account balances2018-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01548
Total number of active participants reported on line 7a of the Form 55002017-01-01222
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01327
Total of all active and inactive participants2017-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01549
Number of participants with account balances2017-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01535
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01332
Total of all active and inactive participants2016-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01548
Number of participants with account balances2016-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01535
Total number of active participants reported on line 7a of the Form 55002015-01-01247
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01287
Total of all active and inactive participants2015-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01535
Number of participants with account balances2015-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01508
Total number of active participants reported on line 7a of the Form 55002014-01-01253
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01283
Total of all active and inactive participants2014-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01536
Number of participants with account balances2014-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01507
Total number of active participants reported on line 7a of the Form 55002013-01-01217
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01294
Total of all active and inactive participants2013-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01511
Number of participants with account balances2013-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01491
Total number of active participants reported on line 7a of the Form 55002012-01-01244
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01262
Total of all active and inactive participants2012-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01507
Number of participants with account balances2012-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01489
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01270
Total of all active and inactive participants2011-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01491
Number of participants with account balances2011-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01506
Total number of active participants reported on line 7a of the Form 55002010-01-01214
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01274
Total of all active and inactive participants2010-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01489
Number of participants with account balances2010-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01545
Total number of active participants reported on line 7a of the Form 55002009-01-01478
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01553
Number of participants with account balances2009-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,642,945
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,164,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,104,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,675,221
Value of total assets at end of year2022-12-31$83,793,150
Value of total assets at beginning of year2022-12-31$95,600,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,440
Total interest from all sources2022-12-31$702,466
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,554,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,554,636
Administrative expenses professional fees incurred2022-12-31$19,175
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,966,271
Participant contributions at end of year2022-12-31$78,984
Participant contributions at beginning of year2022-12-31$39,694
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$218,170
Other income not declared elsewhere2022-12-31$1,871
Administrative expenses (other) incurred2022-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,807,206
Value of net assets at end of year (total assets less liabilities)2022-12-31$83,793,150
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$95,600,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,286,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$74,252,946
Value of interest in pooled separate accounts at end of year2022-12-31$4,070,059
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,992,629
Interest on participant loans2022-12-31$2,996
Interest earned on other investments2022-12-31$699,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,357,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,315,087
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,907,661
Net investment gain/loss from pooled separate accounts2022-12-31$330,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,490,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,097,849
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER
Accountancy firm EIN2022-12-31911194016
2021 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,358,580
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,870,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,829,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,644,254
Value of total assets at end of year2021-12-31$95,600,356
Value of total assets at beginning of year2021-12-31$87,112,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,572
Total interest from all sources2021-12-31$620,900
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,068,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,068,163
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,870,096
Participant contributions at end of year2021-12-31$39,694
Participant contributions at beginning of year2021-12-31$36,844
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$373,627
Other income not declared elsewhere2021-12-31$8,435
Administrative expenses (other) incurred2021-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,488,146
Value of net assets at end of year (total assets less liabilities)2021-12-31$95,600,356
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$87,112,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$74,252,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,667,241
Value of interest in pooled separate accounts at end of year2021-12-31$3,992,629
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,399,008
Interest on participant loans2021-12-31$1,685
Interest earned on other investments2021-12-31$619,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,315,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,009,117
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,319,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,376,911
Net investment gain/loss from pooled separate accounts2021-12-31$639,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,400,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,510,324
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER
Accountancy firm EIN2021-12-31911194016
2020 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,984,382
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,924,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,895,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,069,043
Value of total assets at end of year2020-12-31$87,112,210
Value of total assets at beginning of year2020-12-31$79,052,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,193
Total interest from all sources2020-12-31$725,433
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,041,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,041,923
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,649,797
Participant contributions at end of year2020-12-31$36,844
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,116,128
Other income not declared elsewhere2020-12-31$16,909
Administrative expenses (other) incurred2020-12-31$11,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,059,726
Value of net assets at end of year (total assets less liabilities)2020-12-31$87,112,210
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,052,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$17,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,667,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,225,133
Value of interest in pooled separate accounts at end of year2020-12-31$3,399,008
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,458,407
Interest on participant loans2020-12-31$1,457
Interest earned on other investments2020-12-31$723,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,009,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,368,944
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$301,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,169,467
Net investment gain/loss from pooled separate accounts2020-12-31$-38,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,303,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,593,994
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER
Accountancy firm EIN2020-12-31911194016
2019 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,143,996
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,362,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,315,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,180,248
Value of total assets at end of year2019-12-31$79,052,484
Value of total assets at beginning of year2019-12-31$68,271,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,452
Total interest from all sources2019-12-31$731,046
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,121,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,121,678
Administrative expenses professional fees incurred2019-12-31$15,426
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,604,845
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$332,575
Other income not declared elsewhere2019-12-31$37,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,781,101
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,052,484
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,271,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$32,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,225,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,330,946
Value of interest in pooled separate accounts at end of year2019-12-31$4,458,407
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,899,362
Interest earned on other investments2019-12-31$731,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,368,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,041,075
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,025,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,832,295
Net investment gain/loss from pooled separate accounts2019-12-31$240,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,242,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,289,618
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER
Accountancy firm EIN2019-12-31911194016
2018 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$115,755
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,694,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,649,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,942,778
Value of total assets at end of year2018-12-31$68,271,383
Value of total assets at beginning of year2018-12-31$71,850,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,679
Total interest from all sources2018-12-31$763,620
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,277,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,277,898
Administrative expenses professional fees incurred2018-12-31$15,023
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,569,356
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$180,969
Other income not declared elsewhere2018-12-31$43,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,578,706
Value of net assets at end of year (total assets less liabilities)2018-12-31$68,271,383
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,850,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$29,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$44,330,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,530,052
Value of interest in pooled separate accounts at end of year2018-12-31$4,899,362
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,814,449
Interest earned on other investments2018-12-31$763,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,041,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,505,588
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,139,262
Net investment gain/loss from pooled separate accounts2018-12-31$227,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,192,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,648,670
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER
Accountancy firm EIN2018-12-31911194016
2017 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,798,007
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,170,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,143,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,791,478
Value of total assets at end of year2017-12-31$71,850,089
Value of total assets at beginning of year2017-12-31$63,222,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,863
Total interest from all sources2017-12-31$738,511
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$955,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$955,978
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,466,218
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$194,086
Other income not declared elsewhere2017-12-31$35,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,627,558
Value of net assets at end of year (total assets less liabilities)2017-12-31$71,850,089
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,222,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,530,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,773,008
Value of interest in pooled separate accounts at end of year2017-12-31$4,814,449
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,498,943
Interest earned on other investments2017-12-31$738,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,505,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,950,580
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$575,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,077,002
Net investment gain/loss from pooled separate accounts2017-12-31$199,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,131,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,568,232
Contract administrator fees2017-12-31$26,863
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK NUBER
Accountancy firm EIN2017-12-31911194016
2016 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,624,716
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,967,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,941,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,485,726
Value of total assets at end of year2016-12-31$63,222,531
Value of total assets at beginning of year2016-12-31$59,565,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,082
Total interest from all sources2016-12-31$797,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$683,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$683,145
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,404,003
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$975,886
Other income not declared elsewhere2016-12-31$24,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,657,513
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,222,531
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,565,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,773,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,055,786
Value of interest in pooled separate accounts at end of year2016-12-31$4,498,943
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,079,878
Interest earned on other investments2016-12-31$797,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,950,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,429,354
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$519,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,411,666
Net investment gain/loss from pooled separate accounts2016-12-31$222,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,105,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,421,683
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK NUBER
Accountancy firm EIN2016-12-31911194016
2015 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,445,093
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,098,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,070,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,577,140
Value of total assets at end of year2015-12-31$59,565,018
Value of total assets at beginning of year2015-12-31$58,217,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,104
Total interest from all sources2015-12-31$728,711
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$788,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$788,594
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,315,516
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$624
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,196,774
Other income not declared elsewhere2015-12-31$28,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,347,064
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,565,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,217,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$27,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,055,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,186,896
Value of interest in pooled separate accounts at end of year2015-12-31$4,079,878
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,835,619
Interest earned on other investments2015-12-31$728,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,429,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,193,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-987,370
Net investment gain/loss from pooled separate accounts2015-12-31$309,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,064,850
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,070,925
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK NUBER
Accountancy firm EIN2015-12-31911194016
2014 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,147,783
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,083,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,058,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,603,236
Value of total assets at end of year2014-12-31$58,217,954
Value of total assets at beginning of year2014-12-31$56,153,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,520
Total interest from all sources2014-12-31$718,253
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$599,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$599,789
Administrative expenses professional fees incurred2014-12-31$24,520
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,295,711
Participant contributions at end of year2014-12-31$624
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,267,378
Other income not declared elsewhere2014-12-31$24,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,064,736
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,217,954
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,153,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,186,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,651,096
Value of interest in pooled separate accounts at end of year2014-12-31$3,835,619
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,142,981
Interest earned on other investments2014-12-31$718,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,193,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$16,359,141
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$375,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,786,178
Net investment gain/loss from pooled separate accounts2014-12-31$415,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,040,147
Employer contributions (assets) at end of year2014-12-31$1,706
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,682,655
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK NUBER
Accountancy firm EIN2014-12-31911194016
2013 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,534,804
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,397,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,363,604
Value of total corrective distributions2013-12-31$5,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,624,288
Value of total assets at end of year2013-12-31$56,153,218
Value of total assets at beginning of year2013-12-31$50,016,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,566
Total interest from all sources2013-12-31$667,450
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$548,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$548,909
Administrative expenses professional fees incurred2013-12-31$28,566
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,244,896
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$359,816
Other income not declared elsewhere2013-12-31$24,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,136,897
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,153,218
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,016,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,651,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,790,097
Value of interest in pooled separate accounts at end of year2013-12-31$3,142,981
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,187,257
Interest earned on other investments2013-12-31$667,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$16,359,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$16,038,967
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$251,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,362,005
Net investment gain/loss from pooled separate accounts2013-12-31$307,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,019,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,112,602
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK NUBER
Accountancy firm EIN2013-12-31911194016
2012 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,499,292
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,976,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,967,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,675,943
Value of total assets at end of year2012-12-31$50,016,321
Value of total assets at beginning of year2012-12-31$45,493,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,381
Total interest from all sources2012-12-31$639,422
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$260,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$260,871
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,193,173
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$491,570
Administrative expenses (other) incurred2012-12-31$8,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,522,959
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,016,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,493,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,790,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,696,006
Value of interest in pooled separate accounts at end of year2012-12-31$3,187,257
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,859,257
Interest earned on other investments2012-12-31$639,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$16,038,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,938,099
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$113,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,624,934
Net investment gain/loss from pooled separate accounts2012-12-31$298,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$991,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,854,072
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK NUBER
Accountancy firm EIN2012-12-31911194016
2011 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,429,997
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,941,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,941,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,084,949
Value of total assets at end of year2011-12-31$45,493,362
Value of total assets at beginning of year2011-12-31$45,005,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$634,660
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$125,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$125,697
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,120,142
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$488,298
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,493,362
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,005,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,696,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,838,897
Value of interest in pooled separate accounts at end of year2011-12-31$2,859,257
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,294,572
Interest earned on other investments2011-12-31$634,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,938,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,871,595
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$289,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-729,897
Net investment gain/loss from pooled separate accounts2011-12-31$314,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$943,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,652,511
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK NUBER
Accountancy firm EIN2011-12-31911194016
2010 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,152,931
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,816,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,816,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,072,285
Value of total assets at end of year2010-12-31$45,005,064
Value of total assets at beginning of year2010-12-31$40,668,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$593,372
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$67,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$67,136
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,051,390
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$102,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,336,192
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,005,064
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,668,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,838,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,967,191
Value of interest in pooled separate accounts at end of year2010-12-31$2,294,572
Value of interest in pooled separate accounts at beginning of year2010-12-31$928,523
Interest earned on other investments2010-12-31$593,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,871,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,773,158
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$138,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,204,231
Net investment gain/loss from pooled separate accounts2010-12-31$215,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$918,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,678,544
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK NUBER
Accountancy firm EIN2010-12-31911194016
2009 : LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406887
Policy instance 1
Insurance contract or identification number406887
Number of Individuals Covered314
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406887
Policy instance 1
Insurance contract or identification number406887
Number of Individuals Covered320
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406887
Policy instance 1
Insurance contract or identification number406887
Number of Individuals Covered337
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406887
Policy instance 1
Insurance contract or identification number406887
Number of Individuals Covered353
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406887
Policy instance 1
Insurance contract or identification number406887
Number of Individuals Covered369
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406887
Policy instance 1
Insurance contract or identification number406887
Number of Individuals Covered380
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102925
Policy instance 1
Insurance contract or identification number102925
Number of Individuals Covered380
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102925
Policy instance 1
Insurance contract or identification number102925
Number of Individuals Covered391
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102925
Policy instance 1
Insurance contract or identification number102925
Number of Individuals Covered501
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102925
Policy instance 1
Insurance contract or identification number102925
Number of Individuals Covered485
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102925
Policy instance 1
Insurance contract or identification number102925
Number of Individuals Covered484
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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 S3