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LAKE SHORE ADULT AND GERIATRIC MEDICINE RETIREMENT TRUST 401k Plan overview

Plan NameLAKE SHORE ADULT AND GERIATRIC MEDICINE RETIREMENT TRUST
Plan identification number 001

LAKE SHORE ADULT AND GERIATRIC MEDICINE RETIREMENT TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LAKE SHORE ADULT AND GERIATRIC MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:LAKE SHORE ADULT AND GERIATRIC MEDICINE
Employer identification number (EIN):364380509
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE SHORE ADULT AND GERIATRIC MEDICINE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MARK VEXELMAN2022-08-07
0012020-01-01MARK VEXELMAN2022-03-17
0012019-01-01MARK VEXELMAN2020-10-04
0012018-01-01MARK VEXELMAN2019-08-18
0012014-01-01MARK VEXELMAN2015-10-15 MARK VEXELMAN2015-10-15

Financial Data on LAKE SHORE ADULT AND GERIATRIC MEDICINE RETIREMENT TRUST

Measure Date Value
2025 : LAKE SHORE ADULT AND GERIATRIC MEDICINE RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2710378
Net assets as of the end of the plan year2025-06-2772245
Total assets as of the beginning of the plan year2025-06-2761028
Value of plan covered by a fidelity bond2025-06-270
Participant contributions to plan in this plan year2025-06-278493
Value of participant loans at end of plan year2025-06-270
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-274609
Plan net income in this plan year2025-06-2711217
Net assets as of the end of the plan year2025-06-2772245
Net assets as of the beginning of the plan year2025-06-2761028
Employer contributions to plan in this plan year2025-06-278493
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-27251

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