How many benefit plans does Lakeview Professional Services, Inc report on Form 5500?

Lakeview Professional Services, Inc (EIN 95-3791313) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lakeview Professional Services, Inc?

The Employer Identification Number (EIN) reported for Lakeview Professional Services, Inc is 95-3791313.

What is the latest Form 5500 filing year for Lakeview Professional Services, Inc?

The latest loaded Form 5500 filing year for Lakeview Professional Services, Inc is 2023.

Lakeview Professional Services, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lakeview Professional Services, Inc (EIN 95-3791313) is a plan sponsor located in Corona, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 95-3791313
Location: Corona, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lakeview Professional Services, Inc

1 loaded plans hold $2M in reported assets.
The largest, Lakeview Professional Services, Inc Esop, holds 100% of this company's reported plan assets.
Plans cover 93 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,884,754

Total reported assets$2M$1,996,955

Total reported participants93

Total reported liabilities$112.2K$112,201

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets

Net assets$1.9MLiabilities$112.2K

Contributions & income

Employer contributions$150K

Participant contributionsNot reported

Total income / additions$194.6K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$194.6K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lakeview Professional Services, Inc Esop

Participants per plan93Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Lakeview Professional Services, Inc Esop$2M
Plan #001 · 93 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lakeview Professional Services, Inc. Open one for its full reported snapshot.

2023
Lakeview Professional Services, Inc Esop93 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lakeview Professional Services, Inc report on Form 5500?: Lakeview Professional Services, Inc (EIN 95-3791313) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lakeview Professional Services, Inc?: The Employer Identification Number (EIN) reported for Lakeview Professional Services, Inc is 95-3791313.
What is the latest Form 5500 filing year for Lakeview Professional Services, Inc?: The latest loaded Form 5500 filing year for Lakeview Professional Services, Inc is 2023.