401k Plan data: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN plan

LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN
Plan identification number	001

LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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 ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: LAKEVIEW ORTHODONTICS, P.C.

Employer identification number (EIN): 452036604

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DON W. SCHMIDTKE 2024-04-17
001 2022-01-01 DON W. SCHMIDTKE 2023-05-19
001 2021-01-01 DON W. SCHMIDTKE 2022-04-04
001 2020-01-01 DON W. SCHMIDTKE 2021-03-19
001 2019-01-01 DON W. SCHMIDTKE 2020-03-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DON W. SCHMIDTKE
001 2013-01-01 DON W. SCHMIDTKE
001 2012-01-01 DON W. SCHMIDTKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DON W. SCHMIDTKE	2024-04-17
001	2022-01-01	DON W. SCHMIDTKE	2023-05-19
001	2021-01-01	DON W. SCHMIDTKE	2022-04-04
001	2020-01-01	DON W. SCHMIDTKE	2021-03-19
001	2019-01-01	DON W. SCHMIDTKE	2020-03-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DON W. SCHMIDTKE
001	2013-01-01	DON W. SCHMIDTKE
001	2012-01-01	DON W. SCHMIDTKE

Plan Statistics for LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN

Measure Date Value
2023: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 16
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 20
Number of participants with account balances 2023-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 14
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 16
Number of participants with account balances 2022-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
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 5
Total of all active and inactive participants 2021-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
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 2
Total of all active and inactive participants 2020-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
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 3
Total of all active and inactive participants 2019-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
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 3
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
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 1
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
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 0
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
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 0
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 3
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	16
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	20
Number of participants with account balances	2023-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	14
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	16
Number of participants with account balances	2022-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
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	5
Total of all active and inactive participants	2021-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
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	2
Total of all active and inactive participants	2020-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
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	3
Total of all active and inactive participants	2019-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
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	3
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
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	1
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
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	0
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
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	0
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	3
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$334,385
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,957,303
Total plan assets at beginning of year	2023-12-31	$1,622,918
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$45,035
Other income received	2023-12-31	$234,325
Net income (gross income less expenses)	2023-12-31	$334,385
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,957,303
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,622,918
Total contributions received or receivable from employer(s)	2023-12-31	$55,025
2022 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-68,829
Expenses. Total of all expenses incurred	2022-12-31	$227,498
Benefits paid (including direct rollovers)	2022-12-31	$227,498
Total plan assets at end of year	2022-12-31	$1,622,918
Total plan assets at beginning of year	2022-12-31	$1,919,245
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$53,646
Other income received	2022-12-31	$-172,936
Net income (gross income less expenses)	2022-12-31	$-296,327
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,622,918
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,919,245
Total contributions received or receivable from employer(s)	2022-12-31	$50,461
2021 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$301,940
Expenses. Total of all expenses incurred	2021-12-31	$2,619
Benefits paid (including direct rollovers)	2021-12-31	$2,619
Total plan assets at end of year	2021-12-31	$1,919,245
Total plan assets at beginning of year	2021-12-31	$1,619,924
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$46,509
Other income received	2021-12-31	$206,614
Net income (gross income less expenses)	2021-12-31	$299,321
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,919,245
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,619,924
Total contributions received or receivable from employer(s)	2021-12-31	$48,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$276,320
Expenses. Total of all expenses incurred	2020-12-31	$4,360
Benefits paid (including direct rollovers)	2020-12-31	$4,360
Total plan assets at end of year	2020-12-31	$1,619,924
Total plan assets at beginning of year	2020-12-31	$1,347,964
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$40,242
Other income received	2020-12-31	$194,154
Net income (gross income less expenses)	2020-12-31	$271,960
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,619,924
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,347,964
Total contributions received or receivable from employer(s)	2020-12-31	$41,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$331,978
Expenses. Total of all expenses incurred	2019-12-31	$5,214
Benefits paid (including direct rollovers)	2019-12-31	$5,214
Total plan assets at end of year	2019-12-31	$1,347,964
Total plan assets at beginning of year	2019-12-31	$1,021,200
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$39,401
Other income received	2019-12-31	$256,429
Net income (gross income less expenses)	2019-12-31	$326,764
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,347,964
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,021,200
Total contributions received or receivable from employer(s)	2019-12-31	$36,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$41,340
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,021,200
Total plan assets at beginning of year	2018-12-31	$979,860
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$32,874
Other income received	2018-12-31	$-47,349
Net income (gross income less expenses)	2018-12-31	$41,340
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,021,200
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$979,860
Total contributions received or receivable from employer(s)	2018-12-31	$55,815
2017 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$150,003
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$979,860
Total plan assets at beginning of year	2017-12-31	$829,857
Value of fidelity bond covering the plan	2017-12-31	$35,000
Total contributions received or receivable from participants	2017-12-31	$31,810
Other income received	2017-12-31	$62,366
Net income (gross income less expenses)	2017-12-31	$150,003
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$979,860
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$829,857
Total contributions received or receivable from employer(s)	2017-12-31	$55,827
2016 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$116,838
Expenses. Total of all expenses incurred	2016-12-31	$512
Benefits paid (including direct rollovers)	2016-12-31	$512
Total plan assets at end of year	2016-12-31	$829,857
Total plan assets at beginning of year	2016-12-31	$713,531
Value of fidelity bond covering the plan	2016-12-31	$35,000
Total contributions received or receivable from participants	2016-12-31	$29,578
Noncash contributions received	2016-12-31	$33,236
Net income (gross income less expenses)	2016-12-31	$116,326
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$829,857
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$713,531
Total contributions received or receivable from employer(s)	2016-12-31	$54,024
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$51,159
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$713,531
Total plan assets at beginning of year	2015-12-31	$662,372
Value of fidelity bond covering the plan	2015-12-31	$35,000
Total contributions received or receivable from participants	2015-12-31	$30,247
Other income received	2015-12-31	$-32,983
Net income (gross income less expenses)	2015-12-31	$51,159
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$713,531
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$662,372
Total contributions received or receivable from employer(s)	2015-12-31	$53,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$102,763
Expenses. Total of all expenses incurred	2014-12-31	$55,269
Benefits paid (including direct rollovers)	2014-12-31	$55,269
Total plan assets at end of year	2014-12-31	$662,372
Total plan assets at beginning of year	2014-12-31	$614,878
Value of fidelity bond covering the plan	2014-12-31	$35,000
Total contributions received or receivable from participants	2014-12-31	$29,682
Other income received	2014-12-31	$19,507
Net income (gross income less expenses)	2014-12-31	$47,494
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$662,372
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$614,878
Total contributions received or receivable from employer(s)	2014-12-31	$53,574
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$487,060
Expenses. Total of all expenses incurred	2013-12-31	$267,596
Benefits paid (including direct rollovers)	2013-12-31	$267,596
Total plan assets at end of year	2013-12-31	$614,878
Total plan assets at beginning of year	2013-12-31	$395,414
Value of fidelity bond covering the plan	2013-12-31	$35,000
Total contributions received or receivable from participants	2013-12-31	$3,032
Contributions received from other sources (not participants or employers)	2013-12-31	$328,524
Other income received	2013-12-31	$84,847
Net income (gross income less expenses)	2013-12-31	$219,464
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$614,878
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$395,414
Total contributions received or receivable from employer(s)	2013-12-31	$70,657
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$65,188
Expenses. Total of all expenses incurred	2012-12-31	$806
Benefits paid (including direct rollovers)	2012-12-31	$656
Total plan assets at end of year	2012-12-31	$395,414
Total plan assets at beginning of year	2012-12-31	$331,032
Value of fidelity bond covering the plan	2012-12-31	$35,000
Other income received	2012-12-31	$45,188
Net income (gross income less expenses)	2012-12-31	$64,382
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$395,414
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$331,032
Total contributions received or receivable from employer(s)	2012-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN

2023: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAKEVIEW ORTHODONTICS, P.C.
Employer identification number (EIN):	452036604
NAIC Classification:	621210
NAIC Description:	Offices of Dentists