Lakeview Capital, Inc. 401(K) Savings Plan — Form 5500 plan (Lakeview Capital, 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 Capital, Inc. 401(K) Savings Plan is a benefit plan reported by Lakeview Capital, Inc. under EIN 30-0518620 and plan number 001. The latest loaded filing year is 2023. The filing reports 55 participants and $21,561,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeview Capital, Inc.
- EIN
- 30-0518620
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, MI
- Latest filing year
- 2023
- Participants
- 55
- End-of-year plan assets
- $21,561,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 55 | I | 20240605144138NAL0020857185001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $21,561,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,561,203
- Net assets (BOY)
- $17,927,005
Income & contributions
- Employer contributions
- $213,552
- Participant contributions
- $780,413
- Total income / additions
- $3,734,412
Expenses & distributions
- Benefits paid
- $134,880
- Administrative expenses
- -$34,666
- Total expenses
- $100,214
- Net increase / (decrease)
- $3,634,198
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.