401(k)
2024 plan-year 401(k) DOL Form 5500

LAKESHORE LEGAL AID 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LAKESHORE LEGAL AID

This 401(k) plan holds $3M in total assets and serves 242 participants as of 2024. It is sponsored by LAKESHORE LEGAL AID in Michigan. The plan reported positive net income of $974K for the year.

Total Assets (2023)
$3M
Participants
242
State
Industry
Professional & Technical Services

What the Filing Says About LAKESHORE LEGAL AID 403(B) PLAN

LAKESHORE LEGAL AID 403(B) PLAN is a 401(k) retirement plan sponsored by LAKESHORE LEGAL AID, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 242 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 381850908, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $3M at year-end — a gain of 42.8%. Net assets (after liabilities) closed the year at $3M, with reported net income of $974K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$974K
Plan Type401(k)
Employer EIN381850908
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LAKESHORE LEGAL AID)

Year Plans Participants Total Assets
2022 1 202 $2M
2023 1 229 $2M
2024 1 242 $3M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LAKESHORE LEGAL AID 403(B) PLAN?
As of the 2024 Form 5500 filing, LAKESHORE LEGAL AID 403(B) PLAN holds $3M in total assets with 242 participants. It is sponsored by LAKESHORE LEGAL AID.
What type of plan is LAKESHORE LEGAL AID 403(B) PLAN?
LAKESHORE LEGAL AID 403(B) PLAN is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 381850908.
Who sponsors the LAKESHORE LEGAL AID 403(B) PLAN?
LAKESHORE LEGAL AID 403(B) PLAN is sponsored by LAKESHORE LEGAL AID, located in Michigan. The sponsor's EIN is 381850908 and the plan operates in the Professional & Technical Services industry.
How did LAKESHORE LEGAL AID 403(B) PLAN perform in 2024?
LAKESHORE LEGAL AID 403(B) PLAN grew by 42.8% during 2024, moving from $2M to $3M in total assets. Net income was $974K.
Where can I find official filings for LAKESHORE LEGAL AID 403(B) PLAN?
Official Form 5500 filings for LAKESHORE LEGAL AID 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381850908 or plan name at efast.dol.gov.
How does LAKESHORE LEGAL AID 403(B) PLAN compare to other plans?
You can compare LAKESHORE LEGAL AID 403(B) PLAN against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 381850908.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.