401k Plan data: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN plan

LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 401k Plan overview

Plan Name	LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN
Plan identification number	001

LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) 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
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.
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 HEALTHCARE SYSTEM, LLC has sponsored the creation of one or more 401k plans.

Company Name: LAKEVIEW HEALTHCARE SYSTEM, LLC

Employer identification number (EIN): 593725900

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SANDRA CHANG SANDRA CHANG 2018-09-21
001 2016-01-01 SANDRA CHANG 2017-09-13 SANDRA CHANG 2017-09-13
001 2015-01-01 SANDRA CHANG 2016-07-26 SANDRA CHANG 2016-07-26
001 2014-01-01 SANDRA CHANG 2015-07-28 SANDRA CHANG 2015-07-28
001 2013-01-01 SANDRA CHANG 2014-09-10 KHAI CHANG 2014-09-10
001 2012-01-01 SANDRA CHANG 2013-09-06 KHAI SHENG CHANG 2013-09-06
001 2011-01-01 SANDRA CHANG 2012-09-18 KHAI CHANG 2012-09-18
001 2010-01-01 SANDRA CHANG 2011-05-10 SANDRA CHANG 2011-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SANDRA CHANG		SANDRA CHANG	2018-09-21
001	2016-01-01	SANDRA CHANG	2017-09-13	SANDRA CHANG	2017-09-13
001	2015-01-01	SANDRA CHANG	2016-07-26	SANDRA CHANG	2016-07-26
001	2014-01-01	SANDRA CHANG	2015-07-28	SANDRA CHANG	2015-07-28
001	2013-01-01	SANDRA CHANG	2014-09-10	KHAI CHANG	2014-09-10
001	2012-01-01	SANDRA CHANG	2013-09-06	KHAI SHENG CHANG	2013-09-06
001	2011-01-01	SANDRA CHANG	2012-09-18	KHAI CHANG	2012-09-18
001	2010-01-01	SANDRA CHANG	2011-05-10	SANDRA CHANG	2011-05-10

Plan Statistics for LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN

401k plan membership statisitcs for LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN

Measure Date Value
2022: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 180
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 38
Total of all active and inactive participants 2022-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 218
Number of participants with account balances 2022-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 178
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 55
Total of all active and inactive participants 2021-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 233
Number of participants with account balances 2021-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 155
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 17
Total of all active and inactive participants 2020-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 172
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 108
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 47
Total of all active and inactive participants 2019-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 155
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 107
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 11
Total of all active and inactive participants 2018-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 118
Number of participants with account balances 2018-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 34
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 127
Number of participants with account balances 2017-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 20

Measure	Date	Value
2022: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	180
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	38
Total of all active and inactive participants	2022-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	218
Number of participants with account balances	2022-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	178
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	55
Total of all active and inactive participants	2021-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	233
Number of participants with account balances	2021-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	155
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	17
Total of all active and inactive participants	2020-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	172
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	108
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	47
Total of all active and inactive participants	2019-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	155
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	107
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	11
Total of all active and inactive participants	2018-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	118
Number of participants with account balances	2018-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	34
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	127
Number of participants with account balances	2017-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	20

Financial Data on LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN

Measure	Date	Value
2022 : LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-1,787,636
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$143,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$123,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$278,381
Value of total assets at end of year	2022-12-31	$9,618,688
Value of total assets at beginning of year	2022-12-31	$11,549,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,582
Total interest from all sources	2022-12-31	$599
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$179,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$179,410
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$257,760
Participant contributions at end of year	2022-12-31	$8,410
Participant contributions at beginning of year	2022-12-31	$10,427
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$20,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,931,262
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,618,688
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,549,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,558,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,945,619
Interest on participant loans	2022-12-31	$0
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 year	2022-12-31	$51,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$24,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$24,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$599
Asset value of US Government securities at end of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,246,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$569,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$123,044
Contract administrator fees	2022-12-31	$20,582
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-12-31	263429295
2021 : LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$2,355,295
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$37,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$24,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$855,366
Value of total assets at end of year	2021-12-31	$11,549,950
Value of total assets at beginning of year	2021-12-31	$9,232,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,220
Total interest from all sources	2021-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$160,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$160,135
Administrative expenses professional fees incurred	2021-12-31	$6,500
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$285,922
Participant contributions at end of year	2021-12-31	$10,427
Participant contributions at beginning of year	2021-12-31	$5,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,317,755
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,549,950
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,232,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,945,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,708,201
Interest on participant loans	2021-12-31	$0
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 year	2021-12-31	$24,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$21,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$21,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,339,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$569,444
Employer contributions (assets) at end of year	2021-12-31	$569,444
Employer contributions (assets) at beginning of year	2021-12-31	$496,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$24,320
Contract administrator fees	2021-12-31	$6,720
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SILBERNAGEL AND BURROUGHS, PA
Accountancy firm EIN	2021-12-31	474328609
2020 : LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,715,471
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$162,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$145,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$724,528
Value of total assets at end of year	2020-12-31	$9,232,195
Value of total assets at beginning of year	2020-12-31	$7,678,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,455
Total interest from all sources	2020-12-31	$6,697
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$136,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$136,366
Administrative expenses professional fees incurred	2020-12-31	$6,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$260,353
Participant contributions at end of year	2020-12-31	$5,635
Participant contributions at beginning of year	2020-12-31	$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,553,346
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,232,195
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,678,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,708,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,188,453
Interest on participant loans	2020-12-31	$0
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 year	2020-12-31	$21,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$13,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$13,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$847,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$464,175
Employer contributions (assets) at end of year	2020-12-31	$496,691
Employer contributions (assets) at beginning of year	2020-12-31	$476,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$145,670
Contract administrator fees	2020-12-31	$10,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SILBERNAGEL AND BURROUGHS, PA
Accountancy firm EIN	2020-12-31	474328609
2019 : LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$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	$1,978,163
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$98,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$96,704
Value of total corrective distributions	2019-12-31	$1,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$672,195
Value of total assets at end of year	2019-12-31	$7,678,849
Value of total assets at beginning of year	2019-12-31	$5,798,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$-522
Total interest from all sources	2019-12-31	$225
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$178,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$178,211
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$193,049
Participant contributions at end of year	2019-12-31	$149
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,880,051
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,678,849
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,798,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$-522
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,188,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,337,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$13,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$20,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$20,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,127,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$476,991
Employer contributions (assets) at end of year	2019-12-31	$476,943
Employer contributions (assets) at beginning of year	2019-12-31	$440,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$96,704
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SILBERNAGEL AND BURROUGHS, PA
Accountancy firm EIN	2019-12-31	474328609
2018 : LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$215,618
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$120,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$120,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$641,769
Value of total assets at end of year	2018-12-31	$5,798,798
Value of total assets at beginning of year	2018-12-31	$5,704,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$56
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$323,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$323,914
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$184,228
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$16,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$94,641
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,798,798
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,704,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$56
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,337,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,266,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$20,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-750,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$440,859
Employer contributions (assets) at end of year	2018-12-31	$440,859
Employer contributions (assets) at beginning of year	2018-12-31	$428,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$120,921
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SILBERNAGEL & BURROUGHS, PA
Accountancy firm EIN	2018-12-31	474328609
2017 : LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,397,037
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$21,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$21,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$605,756
Value of total assets at end of year	2017-12-31	$5,704,157
Value of total assets at beginning of year	2017-12-31	$4,328,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$213,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$213,573
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$177,022
Other income not declared elsewhere	2017-12-31	$2,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,375,425
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,704,157
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,328,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,266,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,985,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$8,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$574,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$428,734
Employer contributions (assets) at end of year	2017-12-31	$428,701
Employer contributions (assets) at beginning of year	2017-12-31	$343,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$21,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SILBERNAGEL & BURROUGHS, PA
Accountancy firm EIN	2017-12-31	474328609

Form 5500 Responses for LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN

2022: LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) 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 HEALTHCARE SYSTEM, LLC 401(K) 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 HEALTHCARE SYSTEM, LLC 401(K) 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 HEALTHCARE SYSTEM, LLC 401(K) 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 HEALTHCARE SYSTEM, LLC 401(K) 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 HEALTHCARE SYSTEM, LLC 401(K) 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

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Company Name:	LAKEVIEW HEALTHCARE SYSTEM, LLC
Employer identification number (EIN):	593725900
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)