Lakeview Farms, LLC 401(K) Plan — Form 5500 plan (Lakeview Farms Holdings, 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 Farms, LLC 401(K) Plan is a benefit plan reported by Lakeview Farms Holdings, Inc. under EIN 45-2870019 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $23,779,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeview Farms Holdings, Inc.
- EIN
- 45-2870019
- Plan number
- 001
- Plan type
- 2
- Location
- Delphos, OH
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $23,779,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241004142717NAL0012319809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,779,041
- Total liabilities (EOY)
- $469
- Net assets (EOY)
- $23,778,572
- Net assets (BOY)
- $21,262,179
Income & contributions
- Employer contributions
- $966,796
- Participant contributions
- $1,936,538
- Total contributions
- $3,274,873
- Total income / additions
- $6,852,029
Expenses & distributions
- Benefits paid
- $4,264,844
- Administrative expenses
- $70,792
- Total expenses
- $4,335,636
- Net increase / (decrease)
- $2,516,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $50,792 | not reported in the loaded dataset | 2023 |
| Oakstreet Wealth Management | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $8,709 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeview Farms Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Delphos, OH
- Alliance Pension Consultants, LLC — Schedule C compensation
- Oakstreet Wealth Management — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation