Lakeview Health 401(K) Plan — Form 5500 plan (Lakeview Health Services, Inc.)

Plain-English plan 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 Health 401(K) Plan is a benefit plan reported by Lakeview Health Services, Inc. under EIN 22-2215112 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $4,865,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeview Health Services, Inc.
EIN
22-2215112
Plan number
001
Plan type
2
Location
Geneva, NY
Latest filing year
2023
Participants
199
End-of-year plan assets
$4,865,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20240918131535NAL0007865664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,865,049
Total liabilities (EOY)
$0
Net assets (EOY)
$4,865,049
Net assets (BOY)
$3,826,581

Income & contributions

Employer contributions
$213,486
Participant contributions
$376,669
Total contributions
$591,531
Total income / additions
$1,231,854

Expenses & distributions

Benefits paid
$189,696
Administrative expenses
$3,690
Total expenses
$193,386
Net increase / (decrease)
$1,038,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$3,690$02023

Related Form 5500 pages