2023 Form 5500 filing — Lakeview Healthcare Enterprise 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926094710NAL0000489841001) for Lakeview Healthcare Enterprise 401(K) Profit Sharing Plan & Trust, reported by Lakeview Healthcare Enterprise under EIN 86-2432600 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926094710NAL0000489841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeview Healthcare Enterprise
- EIN
- 86-2432600
- Plan number
- 001
- Location
- Mount Dora, FL
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,689,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,689,979
- Employer contributions
- $519,013
- Participant contributions
- $580,111
- Total income / additions
- $3,040,063
- Benefits paid
- $1,493,329
- Administrative expenses
- $38,946
- Total expenses
- $1,532,275
- Net increase / (decrease)
- $1,507,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $24,071 | not reported in the loaded dataset |
| Kovack Advisors, Inc | ADVISOR | $14,325 | not reported in the loaded dataset |