Lakeview Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust — Form 5500 plan (Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty)
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 Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty under EIN 36-4037237 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $7,348,001 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.3MPlan net assets, end of year$7,348,001
Participants356Covered participants reported
Assets / participant$20.6KComputed: assets ÷ participants$20,640 (computed)
Provider compensation$36.1K1 Schedule C provider row(s)$36,127
- Plan sponsor
- Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty
- EIN
- 36-4037237
- Plan number
- 001
- Plan type
- 2
- Location
- Waterford, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241011164722NAL0023264913001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,348,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,348,001
- Net assets (BOY)
- $6,358,095
Income & contributions
- Employer contributions
- $83,026
- Participant contributions
- $305,547
- Total contributions
- $498,715
- Total income / additions
- $1,497,322
Expenses & distributions
- Benefits paid
- $468,831
- Administrative expenses
- $38,585
- Total expenses
- $507,416
- Net increase / (decrease)
- $989,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $36,127 | $0 | 2023 |