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 Clinic Ltd, Retirement Savings Plan is a benefit plan reported by Lakeview Clinic, Ltd under EIN 41-1340895 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $106,166,179 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,166,179
- Total liabilities (EOY)
- $76,530
- Net assets (EOY)
- $106,089,649
- Net assets (BOY)
- $101,132,865
Income & contributions
- Employer contributions
- $2,021,242
- Participant contributions
- $1,375,874
- Total contributions
- $3,593,004
- Total income / additions
- $20,318,654
Expenses & distributions
- Benefits paid
- $15,054,531
- Administrative expenses
- $307,339
- Total expenses
- $15,361,870
- Net increase / (decrease)
- $4,956,784