?>
Plan Name | LAKEVIEW WEALTH STRATEGIES 401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LAKEVIEW WEALTH STRATEGIES, LLC |
Employer identification number (EIN): | 844825783 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | SARA KAHL | 2023-07-10 | ||
001 | 2021-01-01 | SARA KAHL | 2022-07-14 | ||
001 | 2020-04-01 | JEN SAN FILLIPPO | 2021-09-27 |