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LAKEVIEW HEALTH 401(K) PLAN 401k Plan overview

Plan NameLAKEVIEW HEALTH 401(K) PLAN
Plan identification number 001

LAKEVIEW HEALTH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAKEVIEW HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LAKEVIEW HEALTH SERVICES
Employer identification number (EIN):222215112
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEVIEW HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NAOMI GLEASON
0012016-01-01NAOMI GLEASON
0012015-01-01NAOMI GLEASON
0012015-01-01NAOMI GLEASON
0012014-01-01NAOMI GLEASON
0012013-01-01NAOMI GLEASON
0012012-01-01KEVIN PAUL KEVIN PAUL2013-10-02
0012011-01-01KEVIN PAUL
0012009-01-01KEVIN PAUL

Plan Statistics for LAKEVIEW HEALTH 401(K) PLAN

401k plan membership statisitcs for LAKEVIEW HEALTH 401(K) PLAN

Measure Date Value
2022: LAKEVIEW HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01191
Total number of active participants reported on line 7a of the Form 55002022-01-01135
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01190
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAKEVIEW HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01207
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01186
Number of participants with account balances2021-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAKEVIEW HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01197
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAKEVIEW HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01186
Number of participants with account balances2019-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAKEVIEW HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01171
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAKEVIEW HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01172
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAKEVIEW HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01168
Number of participants with account balances2016-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAKEVIEW HEALTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01136
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAKEVIEW HEALTH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAKEVIEW HEALTH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01134
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAKEVIEW HEALTH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01132
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAKEVIEW HEALTH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01145
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LAKEVIEW HEALTH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01133
Number of participants with account balances2009-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on LAKEVIEW HEALTH 401(K) PLAN

Measure Date Value
2022 : LAKEVIEW HEALTH 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-223,054
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$633,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$628,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$515,023
Value of total assets at end of year2022-12-31$3,826,581
Value of total assets at beginning of year2022-12-31$4,683,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,055
Total interest from all sources2022-12-31$9,324
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$43,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$43,554
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$331,706
Participant contributions at end of year2022-12-31$181,234
Participant contributions at beginning of year2022-12-31$109,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-856,444
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,826,581
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,683,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,408,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,396,153
Interest on participant loans2022-12-31$5,625
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$237,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$177,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$177,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-790,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$183,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$628,335
Contract administrator fees2022-12-31$5,055
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP.
Accountancy firm EIN2022-12-31161131146
2021 : LAKEVIEW HEALTH 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$980,247
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$224,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$220,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$438,512
Value of total assets at end of year2021-12-31$4,683,025
Value of total assets at beginning of year2021-12-31$3,926,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,734
Total interest from all sources2021-12-31$4,400
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$32,831
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$273,378
Participant contributions at end of year2021-12-31$109,555
Participant contributions at beginning of year2021-12-31$105,439
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$9,008
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$756,244
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,683,025
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,926,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,396,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,437,287
Interest on participant loans2021-12-31$3,930
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$177,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$369,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$369,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$504,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$159,510
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$220,269
Contract administrator fees2021-12-31$3,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP.
Accountancy firm EIN2021-12-31161131146
2020 : LAKEVIEW HEALTH 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$972,943
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$172,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$169,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$458,419
Value of total assets at end of year2020-12-31$3,926,781
Value of total assets at beginning of year2020-12-31$3,126,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,640
Total interest from all sources2020-12-31$5,951
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$29,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$29,619
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$288,679
Participant contributions at end of year2020-12-31$105,439
Participant contributions at beginning of year2020-12-31$104,159
Participant contributions at end of year2020-12-31$9,008
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$800,691
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,926,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,126,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,437,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,860,761
Interest on participant loans2020-12-31$4,752
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$369,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$161,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$161,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$478,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$166,286
Employer contributions (assets) at end of year2020-12-31$5,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$169,612
Contract administrator fees2020-12-31$2,640
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE BONADIO GROUP
Accountancy firm EIN2020-12-31161131146
2019 : LAKEVIEW HEALTH 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$921,874
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$173,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$169,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$368,616
Value of total assets at end of year2019-12-31$3,126,090
Value of total assets at beginning of year2019-12-31$2,377,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,885
Total interest from all sources2019-12-31$6,340
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,859
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$227,680
Participant contributions at end of year2019-12-31$104,159
Participant contributions at beginning of year2019-12-31$62,444
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$748,838
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,126,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,377,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,860,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,149,405
Interest on participant loans2019-12-31$2,875
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$161,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$165,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$165,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$507,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$137,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$169,151
Contract administrator fees2019-12-31$3,885
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE BONADIO GROUP
Accountancy firm EIN2019-12-31161131146
2018 : LAKEVIEW HEALTH 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$164,685
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$350,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$348,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$326,555
Value of total assets at end of year2018-12-31$2,377,252
Value of total assets at beginning of year2018-12-31$2,563,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,190
Total interest from all sources2018-12-31$5,448
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$39,124
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$201,718
Participant contributions at end of year2018-12-31$62,444
Participant contributions at beginning of year2018-12-31$64,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-186,142
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,377,252
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,563,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,149,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,352,099
Interest on participant loans2018-12-31$2,594
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$165,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$147,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$147,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-206,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$124,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$348,637
Contract administrator fees2018-12-31$2,190
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE BONADIO GROUP
Accountancy firm EIN2018-12-31161131146
2017 : LAKEVIEW HEALTH 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$697,576
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$141,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$138,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$338,938
Value of total assets at end of year2017-12-31$2,563,394
Value of total assets at beginning of year2017-12-31$2,006,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,100
Total interest from all sources2017-12-31$2,752
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$33,439
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$175,982
Participant contributions at end of year2017-12-31$64,281
Participant contributions at beginning of year2017-12-31$42,623
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$556,571
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,563,394
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,006,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,352,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,842,215
Interest on participant loans2017-12-31$1,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$147,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$121,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$121,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$322,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$107,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$138,905
Contract administrator fees2017-12-31$2,100
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THE BONADIO GROUP
Accountancy firm EIN2017-12-31161131146
2016 : LAKEVIEW HEALTH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$443,407
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$177,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$341,366
Value of total assets at end of year2016-12-31$2,006,823
Value of total assets at beginning of year2016-12-31$1,741,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,260
Total interest from all sources2016-12-31$1,842
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$28,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$28,183
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$150,825
Participant contributions at end of year2016-12-31$42,623
Participant contributions at beginning of year2016-12-31$68,601
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$265,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,006,823
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,741,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,842,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,561,396
Interest on participant loans2016-12-31$1,738
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$121,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$111,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$111,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$72,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$89,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,475
Contract administrator fees2016-12-31$1,260
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THE BONADIO GROUP
Accountancy firm EIN2016-12-31161131146
2015 : LAKEVIEW HEALTH 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$199,907
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$176,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$174,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$213,853
Value of total assets at end of year2015-12-31$1,741,151
Value of total assets at beginning of year2015-12-31$1,717,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,800
Total interest from all sources2015-12-31$2,606
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,171
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$134,868
Participant contributions at end of year2015-12-31$68,601
Participant contributions at beginning of year2015-12-31$80,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$23,704
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,741,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,717,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,561,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,526,364
Interest on participant loans2015-12-31$1,995
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$111,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$110,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$110,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-40,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$78,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$174,403
Contract administrator fees2015-12-31$1,800
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THE BONADIO GROUP
Accountancy firm EIN2015-12-31161131146
2014 : LAKEVIEW HEALTH 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$335,007
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$352,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$349,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$215,476
Value of total assets at end of year2014-12-31$1,717,447
Value of total assets at beginning of year2014-12-31$1,734,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,554
Total interest from all sources2014-12-31$2,509
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$34,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$34,125
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$138,074
Participant contributions at end of year2014-12-31$80,150
Participant contributions at beginning of year2014-12-31$55,994
Administrative expenses (other) incurred2014-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-17,061
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,717,447
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,734,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,526,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,538,531
Interest on participant loans2014-12-31$2,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$110,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$139,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$139,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$77,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$349,514
Contract administrator fees2014-12-31$2,550
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THE BONADIO GROUP
Accountancy firm EIN2014-12-31161131146
2013 : LAKEVIEW HEALTH 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$488,288
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$226,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$224,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$233,145
Value of total assets at end of year2013-12-31$1,734,508
Value of total assets at beginning of year2013-12-31$1,472,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,085
Total interest from all sources2013-12-31$1,884
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,469
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$138,440
Participant contributions at end of year2013-12-31$55,994
Participant contributions at beginning of year2013-12-31$33,262
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$261,684
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,734,508
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,472,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,538,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,309,594
Interest on participant loans2013-12-31$1,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$139,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$129,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$129,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$221,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$73,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$224,519
Contract administrator fees2013-12-31$2,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THE BONADIO GROUP
Accountancy firm EIN2013-12-31161131146
2012 : LAKEVIEW HEALTH 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$482,351
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$152,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$152,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$336,634
Value of total assets at end of year2012-12-31$1,472,824
Value of total assets at beginning of year2012-12-31$1,142,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,325
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$21,947
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$117,588
Participant contributions at end of year2012-12-31$33,262
Participant contributions at beginning of year2012-12-31$47,812
Participant contributions at beginning of year2012-12-31$4,186
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$147,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$330,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,472,824
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,142,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,309,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$956,377
Interest on participant loans2012-12-31$1,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$129,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$131,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$131,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$122,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$72,008
Employer contributions (assets) at beginning of year2012-12-31$2,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$152,157
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THE BONADIO GROUP
Accountancy firm EIN2012-12-31161131146
2011 : LAKEVIEW HEALTH 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$166,550
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$141,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$141,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$191,066
Value of total assets at end of year2011-12-31$1,142,630
Value of total assets at beginning of year2011-12-31$1,117,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,283
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$17,821
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$112,696
Participant contributions at end of year2011-12-31$47,812
Participant contributions at beginning of year2011-12-31$41,948
Participant contributions at end of year2011-12-31$4,186
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$25,060
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,142,630
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,117,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$956,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$944,917
Interest on participant loans2011-12-31$1,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$131,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$130,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$130,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-43,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$72,347
Employer contributions (assets) at end of year2011-12-31$2,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$141,490
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THE BONADIO GROUP
Accountancy firm EIN2011-12-31161131146
2010 : LAKEVIEW HEALTH 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$295,096
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$91,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$176,378
Value of total assets at end of year2010-12-31$1,117,570
Value of total assets at beginning of year2010-12-31$913,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,320
Total interest from all sources2010-12-31$1,509
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,617
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$105,409
Participant contributions at end of year2010-12-31$41,948
Participant contributions at beginning of year2010-12-31$16,440
Participant contributions at beginning of year2010-12-31$3,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$203,942
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,117,570
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$913,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$944,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$701,507
Interest on participant loans2010-12-31$1,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$130,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$117,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$117,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$104,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$70,969
Employer contributions (assets) at beginning of year2010-12-31$74,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,834
Contract administrator fees2010-12-31$1,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE BONADIO GROUP
Accountancy firm EIN2010-12-31161131146
2009 : LAKEVIEW HEALTH 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAKEVIEW HEALTH 401(K) PLAN

2022: LAKEVIEW HEALTH 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAKEVIEW HEALTH 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAKEVIEW HEALTH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAKEVIEW HEALTH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAKEVIEW HEALTH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAKEVIEW HEALTH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAKEVIEW HEALTH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAKEVIEW HEALTH 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAKEVIEW HEALTH 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKEVIEW HEALTH 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKEVIEW HEALTH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKEVIEW HEALTH 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAKEVIEW HEALTH 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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