401k Plan data: LAKEVIEW BANK 401(K) RETIREMENT PLAN plan

LAKEVIEW BANK 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	LAKEVIEW BANK 401(K) RETIREMENT PLAN
Plan identification number	001

LAKEVIEW BANK 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: LAKEVIEW BANK

Employer identification number (EIN): 201249966

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 THOMAS MORK 2024-02-26 THOMAS MORK 2024-02-26
001 2022-01-01 THOMAS MORK 2023-11-07 THOMAS MORK 2023-11-07
001 2021-01-01 THOMAS MORK 2022-06-23 THOMAS MORK 2022-06-23
001 2020-01-01 THOMAS MORK 2021-09-15 THOMAS MORK 2021-09-15
001 2019-01-01 THOMAS MORK 2020-06-16 THOMAS MORK 2020-06-16
001 2018-01-01 THOMAS MORK 2019-07-05 THOMAS MORK 2019-07-05
001 2017-01-01 THOMAS MORK 2018-06-27 THOMAS MORK 2018-06-27
001 2016-01-01 THOMAS MORK 2017-07-21 THOMAS MORK 2017-07-21
001 2015-01-01 THOMAS MORK 2016-07-11 THOMAS MORK 2016-07-11
001 2014-01-01 THOMAS MORK 2015-10-08 THOMAS MORK 2015-10-08
001 2013-01-01 THOMAS MORK 2014-07-14 THOMAS MORK 2014-07-14
001 2012-01-01 THOMAS MORK 2013-07-12 THOMAS MORK 2013-07-12
001 2011-01-01 THOMAS MORK 2012-06-04 THOMAS MORK 2012-06-04
001 2010-01-01 THOMAS MORK 2011-02-25 THOMAS MORK 2011-02-25
001 2008-01-01 THOMAS MORK
001 2007-01-01 THOMAS MORK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	THOMAS MORK	2024-02-26	THOMAS MORK	2024-02-26
001	2022-01-01	THOMAS MORK	2023-11-07	THOMAS MORK	2023-11-07
001	2021-01-01	THOMAS MORK	2022-06-23	THOMAS MORK	2022-06-23
001	2020-01-01	THOMAS MORK	2021-09-15	THOMAS MORK	2021-09-15
001	2019-01-01	THOMAS MORK	2020-06-16	THOMAS MORK	2020-06-16
001	2018-01-01	THOMAS MORK	2019-07-05	THOMAS MORK	2019-07-05
001	2017-01-01	THOMAS MORK	2018-06-27	THOMAS MORK	2018-06-27
001	2016-01-01	THOMAS MORK	2017-07-21	THOMAS MORK	2017-07-21
001	2015-01-01	THOMAS MORK	2016-07-11	THOMAS MORK	2016-07-11
001	2014-01-01	THOMAS MORK	2015-10-08	THOMAS MORK	2015-10-08
001	2013-01-01	THOMAS MORK	2014-07-14	THOMAS MORK	2014-07-14
001	2012-01-01	THOMAS MORK	2013-07-12	THOMAS MORK	2013-07-12
001	2011-01-01	THOMAS MORK	2012-06-04	THOMAS MORK	2012-06-04
001	2010-01-01	THOMAS MORK	2011-02-25	THOMAS MORK	2011-02-25
001	2008-01-01	THOMAS MORK
001	2007-01-01	THOMAS MORK

Plan Statistics for LAKEVIEW BANK 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LAKEVIEW BANK 401(K) RETIREMENT PLAN

Measure Date Value
2008: LAKEVIEW BANK 401(K) RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 11
Total of all active and inactive participants 2008-01-01 11
Total participants 2008-01-01 11
Number of participants with account balances 2008-01-01 10
2007: LAKEVIEW BANK 401(K) RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 10
Total of all active and inactive participants 2007-01-01 10
Total participants 2007-01-01 10
Number of participants with account balances 2007-01-01 9

Measure	Date	Value
2008: LAKEVIEW BANK 401(K) RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	11
Total of all active and inactive participants	2008-01-01	11
Total participants	2008-01-01	11
Number of participants with account balances	2008-01-01	10
2007: LAKEVIEW BANK 401(K) RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	10
Total of all active and inactive participants	2007-01-01	10
Total participants	2007-01-01	10
Number of participants with account balances	2007-01-01	9

Form 5500 Responses for LAKEVIEW BANK 401(K) RETIREMENT PLAN

2008: LAKEVIEW BANK 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	First time form 5500 has been submitted	Yes
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: LAKEVIEW BANK 401(K) RETIREMENT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAKEVIEW BANK
Employer identification number (EIN):	201249966
NAIC Classification:	522110
NAIC Description:	Commercial Banking