LAKEVIEW CAPITAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $3,734,412 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $100,214 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $134,880 |
| Total plan assets at end of year | 2023-12-31 | $21,561,203 |
| Total plan assets at beginning of year | 2023-12-31 | $17,927,005 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $780,413 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $2,740,447 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $3,634,198 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $21,561,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $17,927,005 |
| Assets. Value of participant loans | 2023-12-31 | $4,094 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $213,552 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $-34,666 |
| 2022 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-2,986,869 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $99,544 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $132,334 |
| Total plan assets at end of year | 2022-12-31 | $17,927,005 |
| Total plan assets at beginning of year | 2022-12-31 | $21,013,418 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $696,080 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $13,571 |
| Other income received | 2022-12-31 | $-3,878,323 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,086,413 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $17,927,005 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,013,418 |
| Assets. Value of participant loans | 2022-12-31 | $17,993 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $181,803 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $-32,790 |
| 2021 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $3,036,193 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,835,449 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,884,326 |
| Total plan assets at end of year | 2021-12-31 | $21,013,418 |
| Total plan assets at beginning of year | 2021-12-31 | $21,812,674 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $665,117 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $2,193,679 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-799,256 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,013,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,812,674 |
| Assets. Value of participant loans | 2021-12-31 | $33,683 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $177,397 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $-48,877 |
| 2020 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $3,983,805 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $939,106 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $981,969 |
| Total plan assets at end of year | 2020-12-31 | $21,812,674 |
| Total plan assets at beginning of year | 2020-12-31 | $18,767,975 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $604,540 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $217,822 |
| Other income received | 2020-12-31 | $3,006,510 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $3,044,699 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $21,812,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,767,975 |
| Assets. Value of participant loans | 2020-12-31 | $55,306 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $154,933 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $-42,863 |
| 2019 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $4,038,275 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $627,551 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $652,527 |
| Total plan assets at end of year | 2019-12-31 | $18,767,975 |
| Total plan assets at beginning of year | 2019-12-31 | $15,357,251 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $531,224 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $109,319 |
| Other income received | 2019-12-31 | $3,264,844 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $3,410,724 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $18,767,975 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,357,251 |
| Assets. Value of participant loans | 2019-12-31 | $40,021 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $132,888 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $5,203 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $-30,179 |
| 2018 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-195,510 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $747,908 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $778,715 |
| Total plan assets at end of year | 2018-12-31 | $15,357,251 |
| Total plan assets at beginning of year | 2018-12-31 | $16,300,669 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $524,974 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-828,893 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-943,418 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,357,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,300,669 |
| Assets. Value of participant loans | 2018-12-31 | $48,814 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $108,409 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $-30,807 |
| 2017 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $3,004,702 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $89,845 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $96,815 |
| Total plan assets at end of year | 2017-12-31 | $16,300,669 |
| Total plan assets at beginning of year | 2017-12-31 | $13,385,812 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $433,023 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $55,003 |
| Other income received | 2017-12-31 | $2,412,673 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $2,914,857 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,300,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,385,812 |
| Assets. Value of participant loans | 2017-12-31 | $61,404 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $104,003 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $-6,970 |
| 2016 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,406,418 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $987,682 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $987,413 |
| Total plan assets at end of year | 2016-12-31 | $13,385,812 |
| Total plan assets at beginning of year | 2016-12-31 | $12,967,076 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $432,768 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $888,129 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $418,736 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $13,385,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,967,076 |
| Assets. Value of participant loans | 2016-12-31 | $16,594 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $85,521 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $269 |
| 2015 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $377,790 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25,163 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $25,000 |
| Total plan assets at end of year | 2015-12-31 | $12,967,076 |
| Total plan assets at beginning of year | 2015-12-31 | $12,614,449 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $406,967 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-108,493 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $352,627 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $12,967,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,614,449 |
| Assets. Value of participant loans | 2015-12-31 | $4,543 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $79,316 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $163 |
| 2014 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $995,409 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $36,706 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $34,367 |
| Total plan assets at end of year | 2014-12-31 | $12,614,449 |
| Total plan assets at beginning of year | 2014-12-31 | $11,655,746 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $399,010 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $518,992 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $958,703 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,614,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,655,746 |
| Assets. Value of participant loans | 2014-12-31 | $3,357 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $77,407 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $2,208 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $131 |
| 2013 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $2,508,513 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $191,250 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $191,145 |
| Total plan assets at end of year | 2013-12-31 | $11,655,746 |
| Total plan assets at beginning of year | 2013-12-31 | $9,338,483 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $392,269 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $5,214 |
| Other income received | 2013-12-31 | $2,013,410 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $2,317,263 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,655,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,338,483 |
| Assets. Value of participant loans | 2013-12-31 | $530 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $97,620 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $105 |
| 2012 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $4,260,048 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $149 |
| Total plan assets at end of year | 2012-12-31 | $9,338,483 |
| Total plan assets at beginning of year | 2012-12-31 | $5,078,584 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $455,462 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,704,065 |
| Other income received | 2012-12-31 | $1,023,342 |
| Net income (gross income less expenses) | 2012-12-31 | $4,259,899 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,338,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,078,584 |
| Assets. Value of participant loans | 2012-12-31 | $3,640 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $77,179 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $149 |
| 2011 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $563,410 |
| Total income from all sources | 2011-12-31 | $1,121,554 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $100,753 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $100,734 |
| Total plan assets at end of year | 2011-12-31 | $5,078,584 |
| Total plan assets at beginning of year | 2011-12-31 | $3,494,373 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $279,508 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $704,125 |
| Other income received | 2011-12-31 | $81,309 |
| Net income (gross income less expenses) | 2011-12-31 | $1,020,801 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,078,584 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,494,373 |
| Assets. Value of participant loans | 2011-12-31 | $17,906 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $56,612 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $19 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $769,994 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $3,494,373 |
| Total plan assets at beginning of year | 2010-12-31 | $2,724,379 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $227,578 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $112,785 |
| Other income received | 2010-12-31 | $378,033 |
| Net income (gross income less expenses) | 2010-12-31 | $769,994 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,494,373 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,724,379 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $51,598 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | 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 CAPITAL, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | 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 CAPITAL, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | 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 CAPITAL, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | 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 CAPITAL, INC. 401(K) SAVINGS 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 CAPITAL, INC. 401(K) SAVINGS 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 CAPITAL, INC. 401(K) SAVINGS 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 | 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 CAPITAL, INC. 401(K) SAVINGS 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 CAPITAL, INC. 401(K) SAVINGS 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 CAPITAL, INC. 401(K) SAVINGS 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 CAPITAL, INC. 401(K) SAVINGS 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 CAPITAL, INC. 401(K) SAVINGS 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 funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LAKEVIEW CAPITAL, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
