2023 Form 5500 filing — Lakeview Clinic Ltd, Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712110038NAL0011200819001) for Lakeview Clinic Ltd, Retirement Savings Plan, reported by Lakeview Clinic, Ltd under EIN 41-1340895 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712110038NAL0011200819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeview Clinic, Ltd
- EIN
- 41-1340895
- Plan number
- 001
- Location
- Waconia, MN
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,166,179
- Total liabilities (EOY)
- $76,530
- Net assets (EOY)
- $106,089,649
- Employer contributions
- $2,021,242
- Participant contributions
- $1,375,874
- Total income / additions
- $20,318,654
- Benefits paid
- $15,054,531
- Administrative expenses
- $307,339
- Total expenses
- $15,361,870
- Net increase / (decrease)
- $4,956,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass Capital Management Inc. | NONE | $283,047 | not reported in the loaded dataset |
| Oneamerica Retirement Services, LLC | NONE | $24,292 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |