Lakeview Center Inc Retirement Savings 403(B) Plan — Form 5500 plan (Lakeview Center, 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 Center Inc Retirement Savings 403(B) Plan is a benefit plan reported by Lakeview Center, Inc. under EIN 59-0737872 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,107 participants and $100,864,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeview Center, Inc.
EIN
59-0737872
Plan number
005
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
Participants
4,107
End-of-year plan assets
$100,864,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,107H, C20241015092041NAL0014301299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,864,516
Total liabilities (EOY)
$0
Net assets (EOY)
$100,864,516
Net assets (BOY)
$84,716,274

Income & contributions

Employer contributions
$5,324,301
Participant contributions
$4,663,661
Total contributions
$10,188,976
Total income / additions
$24,270,983

Expenses & distributions

Benefits paid
$7,576,682
Administrative expenses
$292,125
Total expenses
$8,122,741
Net increase / (decrease)
$16,148,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Institutional Plan Services, LRECORDKEEPER$124,400$02023
AndcoCONSULTANT$45,000not reported in the loaded dataset2023
Voya Retirement Advisors, LLCCONTRACTUAL$42,531not reported in the loaded dataset2023

Related Form 5500 pages