2023 Form 5500 filing — Lakeview Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust
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 20241011164722NAL0023264913001) for Lakeview Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust, reported by Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty under EIN 36-4037237 and plan number 001. It reports 356 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)$7.3MReported net assets$7,348,001
Participants356
Provider compensation$36.1K1 Schedule C row(s)$36,127
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011164722NAL0023264913001
- Plan sponsor
- Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty
- EIN
- 36-4037237
- Plan number
- 001
- Location
- Waterford, WI
- Received date
- not reported in the loaded dataset
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,348,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,348,001
- Employer contributions
- $83,026
- Participant contributions
- $305,547
- Total income / additions
- $1,497,322
- Benefits paid
- $468,831
- Administrative expenses
- $38,585
- Total expenses
- $507,416
- Net increase / (decrease)
- $989,906
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $36,127 | $0 |