Plan5500

Lakeview Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust — Form 5500 plan (Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty)

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 Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty under EIN 36-4037237 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $7,348,001 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.3MPlan net assets, end of year$7,348,001
Participants356Covered participants reported
Assets / participant$20.6KComputed: assets ÷ participants$20,640 (computed)
Provider compensation$36.1K1 Schedule C provider row(s)$36,127
Plan sponsor
Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty
EIN
36-4037237
Plan number
001
Plan type
2
Location
Waterford, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023356H, C20241011164722NAL0023264913001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$507.4K
Benefits paid / distributions$468.8K
Contributions
Employer$83K
Participant$305.5K
Full reported line items

Net assets

Total assets (EOY)
$7,348,001
Total liabilities (EOY)
$0
Net assets (EOY)
$7,348,001
Net assets (BOY)
$6,358,095

Income & contributions

Employer contributions
$83,026
Participant contributions
$305,547
Total contributions
$498,715
Total income / additions
$1,497,322

Expenses & distributions

Benefits paid
$468,831
Administrative expenses
$38,585
Total expenses
$507,416
Net increase / (decrease)
$989,906
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$36,127$02023

Related Form 5500 pages