2023 Form 5500 filing — Lakeview Center Inc Retirement Savings 403(B) Plan
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 20241015092041NAL0014301299001) for Lakeview Center Inc Retirement Savings 403(B) Plan, reported by Lakeview Center, Inc. under EIN 59-0737872 and plan number 005. It reports 4,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092041NAL0014301299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeview Center, Inc.
- EIN
- 59-0737872
- Plan number
- 005
- Location
- Pensacola, FL
- Participants
- 4,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,864,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,864,516
- Employer contributions
- $5,324,301
- Participant contributions
- $4,663,661
- Total income / additions
- $24,270,983
- Benefits paid
- $7,576,682
- Administrative expenses
- $292,125
- Total expenses
- $8,122,741
- Net increase / (decrease)
- $16,148,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services, L | RECORDKEEPER | $124,400 | $0 |
| Andco | CONSULTANT | $45,000 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | CONTRACTUAL | $42,531 | not reported in the loaded dataset |