2023 Form 5500 filing — Lakeview Health Holdings, Inc 401k 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 20240820113731NAL0001429459001) for Lakeview Health Holdings, Inc 401k Plan, reported by Combined Resources, LLC under EIN 20-3722852 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,745,144
Participants353
Provider compensation$22K2 Schedule C row(s)$21,999
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820113731NAL0001429459001
Plan sponsor
Combined Resources, LLC
EIN
20-3722852
Plan number
001
Location
Deerfield Beach, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$587.8K
Benefits paid / distributions$556.6K
Contributions
Employer$247.1K
Participant$854.5K
Full reported line items
Total assets (EOY)
$7,745,144
Total liabilities (EOY)
$0
Net assets (EOY)
$7,745,144
Employer contributions
$247,139
Participant contributions
$854,474
Total income / additions
$2,205,347
Benefits paid
$556,605
Administrative expenses
$4,900
Total expenses
$587,823
Net increase / (decrease)
$1,617,524
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $17.1K
  2. 2
    RECORDKEEPER · Direct $4.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820113731NAL0001429459001 cover?
It is the 2023 Form 5500 filing for Lakeview Health Holdings, Inc 401k Plan, reported by Combined Resources, LLC (EIN 20-3722852).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages