Lakeview Village, Inc. Employees Retirement Plan — Form 5500 plan (Lakeview Village, 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 Village, Inc. Employees Retirement Plan is a benefit plan reported by Lakeview Village, Inc. under EIN 48-0689163 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $15,234,656 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeview Village, Inc.
EIN
48-0689163
Plan number
001
Plan type
2
Location
Lenexa, KS
Latest filing year
2023
Participants
573
End-of-year plan assets
$15,234,656

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023573H, C20241014163719NAL0013631779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,234,656
Total liabilities (EOY)
$49,831
Net assets (EOY)
$15,184,825
Net assets (BOY)
$12,552,452

Income & contributions

Employer contributions
$476,747
Participant contributions
$1,024,283
Total contributions
$1,521,970
Total income / additions
$3,804,919

Expenses & distributions

Benefits paid
$1,084,763
Administrative expenses
$87,783
Total expenses
$1,172,546
Net increase / (decrease)
$2,632,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$46,013$02023
InfinitasNONE$33,520not reported in the loaded dataset2023
Acord Cox & ScottNONE$8,250not reported in the loaded dataset2023

Related Form 5500 pages