How big is Lakeside Equity Partners Inc.'s plan?

Lakeside Equity Partners Inc.'s plan reported $160K in assets and 8 participants for 2024.

Original filing (PDF)20250605164319NAL0009295667001

Lakeside Equity Partners Inc.

Name: Lakeside Equity Partners Inc. — Form 5500 (2024)
Creator: Lakeside Equity Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lakeside Equity Partners Inc. held $160K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

People on this filing

Nick Rice signed Lakeside Equity Partners Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lakeside Equity Partners Inc.'s EIN is 65-1237720.

EIN 65-1237720

Plan number 001

Plan year 2024

ACK ID 20250605164319NAL0009295667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lakeside Equity Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lakeside Equity Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score