401k Plan data: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST plan

LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST
Plan identification number	002

LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

LAKE SHORE MEDICAL CONSULTANTS SC has sponsored the creation of one or more 401k plans.

Company Name: LAKE SHORE MEDICAL CONSULTANTS SC

Employer identification number (EIN): 363681111

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LYNDA LANE, M.D.
002 2016-01-01 LYNDA LANE, M.D. LYNDA LANE, M.D. 2017-05-05
002 2015-01-01 LYNDA LANE, M.D. LYNDA LANE, M.D. 2016-10-04
002 2014-01-01 LYNDA LANE, M.D. LYNDA LANE, M.D. 2015-09-01
002 2013-01-01 LYNDA LANE, MD
002 2012-01-01 LYNDA LANE, MD
002 2011-01-01 LYNDA LANE, MD
002 2009-01-01 LYNDA LANE, MD

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	LYNDA LANE, M.D.
002	2016-01-01	LYNDA LANE, M.D.	LYNDA LANE, M.D.	2017-05-05
002	2015-01-01	LYNDA LANE, M.D.	LYNDA LANE, M.D.	2016-10-04
002	2014-01-01	LYNDA LANE, M.D.	LYNDA LANE, M.D.	2015-09-01
002	2013-01-01	LYNDA LANE, MD
002	2012-01-01	LYNDA LANE, MD
002	2011-01-01	LYNDA LANE, MD
002	2009-01-01	LYNDA LANE, MD

Plan Statistics for LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST

Measure Date Value
2021: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2021: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST

Measure	Date	Value
2021 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$933,729
Expenses. Total of all expenses incurred	2021-12-31	$169,751
Benefits paid (including direct rollovers)	2021-12-31	$169,751
Total plan assets at end of year	2021-12-31	$4,582,813
Total plan assets at beginning of year	2021-12-31	$3,818,835
Value of fidelity bond covering the plan	2021-12-31	$420,000
Other income received	2021-12-31	$933,729
Net income (gross income less expenses)	2021-12-31	$763,978
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,582,813
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,818,835
2020 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$335,502
Expenses. Total of all expenses incurred	2020-12-31	$15,000
Benefits paid (including direct rollovers)	2020-12-31	$15,000
Total plan assets at end of year	2020-12-31	$3,818,835
Total plan assets at beginning of year	2020-12-31	$3,498,333
Value of fidelity bond covering the plan	2020-12-31	$410,000
Other income received	2020-12-31	$335,502
Net income (gross income less expenses)	2020-12-31	$320,502
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,818,835
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,498,333
2019 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$516,535
Expenses. Total of all expenses incurred	2019-12-31	$104,718
Benefits paid (including direct rollovers)	2019-12-31	$104,718
Total plan assets at end of year	2019-12-31	$3,498,333
Total plan assets at beginning of year	2019-12-31	$3,086,516
Value of fidelity bond covering the plan	2019-12-31	$375,000
Other income received	2019-12-31	$516,535
Net income (gross income less expenses)	2019-12-31	$411,817
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,498,333
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,086,516
2018 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-77,716
Expenses. Total of all expenses incurred	2018-12-31	$124,968
Benefits paid (including direct rollovers)	2018-12-31	$124,968
Total plan assets at end of year	2018-12-31	$3,086,516
Total plan assets at beginning of year	2018-12-31	$3,289,200
Value of fidelity bond covering the plan	2018-12-31	$375,000
Other income received	2018-12-31	$-85,390
Net income (gross income less expenses)	2018-12-31	$-202,684
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,086,516
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,289,200
Total contributions received or receivable from employer(s)	2018-12-31	$7,674
2017 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$475,320
Expenses. Total of all expenses incurred	2017-12-31	$100,000
Benefits paid (including direct rollovers)	2017-12-31	$100,000
Total plan assets at end of year	2017-12-31	$3,289,200
Total plan assets at beginning of year	2017-12-31	$2,913,880
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$467,382
Net income (gross income less expenses)	2017-12-31	$375,320
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,289,200
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,913,880
Total contributions received or receivable from employer(s)	2017-12-31	$7,938
2016 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$233,646
Expenses. Total of all expenses incurred	2016-12-31	$97,990
Benefits paid (including direct rollovers)	2016-12-31	$97,990
Total plan assets at end of year	2016-12-31	$2,913,880
Total plan assets at beginning of year	2016-12-31	$2,778,224
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$225,548
Net income (gross income less expenses)	2016-12-31	$135,656
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,913,880
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,778,224
Total contributions received or receivable from employer(s)	2016-12-31	$8,098
2015 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$11,335
Total plan assets at end of year	2015-12-31	$2,778,224
Total plan assets at beginning of year	2015-12-31	$2,766,889
Value of fidelity bond covering the plan	2015-12-31	$270,000
Other income received	2015-12-31	$1,935
Net income (gross income less expenses)	2015-12-31	$11,335
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,778,224
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,766,889
Total contributions received or receivable from employer(s)	2015-12-31	$9,400
2014 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$127,900
Total plan assets at end of year	2014-12-31	$2,766,889
Total plan assets at beginning of year	2014-12-31	$2,638,989
Value of fidelity bond covering the plan	2014-12-31	$270,000
Other income received	2014-12-31	$115,857
Net income (gross income less expenses)	2014-12-31	$127,900
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,766,889
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,638,989
Total contributions received or receivable from employer(s)	2014-12-31	$12,043
2013 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$184,298
Expenses. Total of all expenses incurred	2013-12-31	$-133
Total plan assets at end of year	2013-12-31	$2,638,989
Total plan assets at beginning of year	2013-12-31	$2,454,558
Value of fidelity bond covering the plan	2013-12-31	$270,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$-133
Other income received	2013-12-31	$176,435
Net income (gross income less expenses)	2013-12-31	$184,431
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,638,989
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,454,558
Total contributions received or receivable from employer(s)	2013-12-31	$7,863
2012 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$182,013
Expenses. Total of all expenses incurred	2012-12-31	$18,688
Total plan assets at end of year	2012-12-31	$2,454,558
Total plan assets at beginning of year	2012-12-31	$2,291,233
Value of fidelity bond covering the plan	2012-12-31	$255,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$18,688
Other income received	2012-12-31	$162,874
Net income (gross income less expenses)	2012-12-31	$163,325
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,454,558
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,291,233
Total contributions received or receivable from employer(s)	2012-12-31	$19,139
2011 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$74,883
Expenses. Total of all expenses incurred	2011-12-31	$19,010
Total plan assets at end of year	2011-12-31	$2,291,233
Total plan assets at beginning of year	2011-12-31	$2,235,360
Value of fidelity bond covering the plan	2011-12-31	$230,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$19,010
Other income received	2011-12-31	$55,905
Net income (gross income less expenses)	2011-12-31	$55,873
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,291,233
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,235,360
Total contributions received or receivable from employer(s)	2011-12-31	$18,978
2010 : LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$185,917
Expenses. Total of all expenses incurred	2010-12-31	$18,498
Total plan assets at end of year	2010-12-31	$2,235,360
Total plan assets at beginning of year	2010-12-31	$2,067,941
Value of fidelity bond covering the plan	2010-12-31	$230,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$18,498
Other income received	2010-12-31	$164,942
Net income (gross income less expenses)	2010-12-31	$167,419
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,235,360
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,067,941
Total contributions received or receivable from employer(s)	2010-12-31	$20,975

Form 5500 Responses for LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST

2021: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LAKE SHORE MEDICAL CONSULTANTS, S.C. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAKE SHORE MEDICAL CONSULTANTS SC
Employer identification number (EIN):	363681111
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)