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| Company Name: | LAKEVIEW WEALTH MANAGEMENT |
| Employer identification number (EIN): | 853147601 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-02-29 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | LAKEVIEW WEALTH MANAGEMENT CASH BALANCE PLAN | 2021-01-01 | 2021-01-01 |
| 001 | LAKEVIEW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 2021-01-01 | 2021-02-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-08-03 | Employer Contributions | $ 122,043 |
| 2023-08-03 | Employee Contributions | $ 122,043 |
| 2023-05-02 | Employer Contributions | $ 26,085 |
| 2023-05-02 | Employee Contributions | $ 26,085 |
| 2022-06-24 | Employer Contributions | $ 4,300 |
| 2022-06-24 | Employee Contributions | $ 4,300 |
| 2022-02-17 | Employer Contributions | $ 120,000 |
| 2022-02-17 | Employee Contributions | $ 120,000 |
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