Original filing (PDF)20250513105351NAL0011944179001

LAKESIDE ADVISORS, INC.

Name: LAKESIDE ADVISORS, INC. — LAKESIDE ADVISORS, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: LAKESIDE ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

LAKESIDE ADVISORS, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKESIDE ADVISORS, INC..

Plan sponsor

Name

LAKESIDE ADVISORS, INC.

EIN

91-1245537

Address

1115 EAST DENNY WAY · SEATTLE, WA · 98122

Phone

(206) 285-1730

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-05-13

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LEE FINANCIAL ASSOCIATES, INC.

LEE FINANCIAL ASSOCIATES, INC. RETIREMENT PLAN

$1.4M · 5 participants

LEGATO CAPITAL MANAGEMENT LLC

LEGATO CAPITAL MANAGEMENT LLC 401(K) PLAN

$1.4M · 5 participants

LAW OFFICES OF PATRICK J. BURNS, JR., P.C.

LAW OFFICES OF PATRICK J. BURNS, JR., P.C. 401(K) PLAN

$1.4M · 6 participants

DIVERSIFI CAPITAL LLC

DIVERSIFI CAPITAL 401(K) PLAN

$1.4M · 13 participants

STEVEN S. KANOUSE DBA KANOUSE & ASSOCIATES

STEVEN S. KANOUSE DBA KANOUSE & ASSOCIATES CASH BALANCE PLAN