Lakeview Village, Inc. Employees Retirement Plan — Form 5500 plan (Lakeview Village, 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 Village, Inc. Employees Retirement Plan is a benefit plan reported by Lakeview Village, Inc. under EIN 48-0689163 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $15,234,656 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.2MPlan net assets, end of year$15,184,825
Participants573Covered participants reported
Assets / participant$26.6KComputed: assets ÷ participants$26,588 (computed)
Provider compensation$87.8K3 Schedule C provider row(s)$87,783
- Plan sponsor
- Lakeview Village, Inc.
- EIN
- 48-0689163
- Plan number
- 001
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20241014163719NAL0013631779001 |
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)$15.2M total assets
Net assets$15.2MLiabilities$49.8K
Full reported line items
Net assets
- Total assets (EOY)
- $15,234,656
- Total liabilities (EOY)
- $49,831
- Net assets (EOY)
- $15,184,825
- Net assets (BOY)
- $12,552,452
Income & contributions
- Employer contributions
- $476,747
- Participant contributions
- $1,024,283
- Total contributions
- $1,521,970
- Total income / additions
- $3,804,919
Expenses & distributions
- Benefits paid
- $1,084,763
- Administrative expenses
- $87,783
- Total expenses
- $1,172,546
- Net increase / (decrease)
- $2,632,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $46,013 | $0 | 2023 |
| Infinitas | NONE | $33,520 | not reported in the loaded dataset | 2023 |
| Acord Cox & Scott | NONE | $8,250 | not reported in the loaded dataset | 2023 |