Lakeview Healthcare Enterprise 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lakeview Healthcare Enterprise)
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 Healthcare Enterprise 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lakeview Healthcare Enterprise under EIN 86-2432600 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $14,689,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeview Healthcare Enterprise
- EIN
- 86-2432600
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Dora, FL
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $14,689,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20240926094710NAL0000489841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,689,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,689,979
- Net assets (BOY)
- $9,618,688
Income & contributions
- Employer contributions
- $519,013
- Participant contributions
- $580,111
- Total contributions
- $1,113,561
- Total income / additions
- $3,040,063
Expenses & distributions
- Benefits paid
- $1,493,329
- Administrative expenses
- $38,946
- Total expenses
- $1,532,275
- Net increase / (decrease)
- $1,507,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $24,071 | not reported in the loaded dataset | 2023 |
| Kovack Advisors, Inc | ADVISOR | $14,325 | not reported in the loaded dataset | 2023 |