Civic Intelligence

LAKEVIEW FINANCIAL SERVICES, LLC

Plan context: LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN

EIN 20-4744878 • Boise, ID • 17 filings • 3 plans

10074 West Fairview AvenueSuite 140Boise, ID 83704
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,946,402

2025 Contributions

$75,843

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,946,402$973,201$0200920172025YearValue
$1,946,402Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680200920172025YearValue
12Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$1,946,402$75,843$6,320iApproximate average salary by contribution assumption: employee only about $158,006 at 4% or $105,338 at 6%; with 50% employer match about $105,338 at 4% or $70,225 at 6%; with 100% employer match about $79,003 at 4% or $52,669 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-12$1,946,402$75,843$6,320iApproximate average salary by contribution assumption: employee only about $158,006 at 4% or $105,338 at 6%; with 50% employer match about $105,338 at 4% or $70,225 at 6%; with 100% employer match about $79,003 at 4% or $52,669 at 6%.
2024113$1,927,785$284,266$21,867iApproximate average salary by contribution assumption: employee only about $546,665 at 4% or $364,444 at 6%; with 50% employer match about $364,444 at 4% or $242,962 at 6%; with 100% employer match about $273,333 at 4% or $182,222 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-13$1,927,785$284,266$21,867iApproximate average salary by contribution assumption: employee only about $546,665 at 4% or $364,444 at 6%; with 50% employer match about $364,444 at 4% or $242,962 at 6%; with 100% employer match about $273,333 at 4% or $182,222 at 6%.
2023115$1,622,429$133,402$8,893iApproximate average salary by contribution assumption: employee only about $222,337 at 4% or $148,224 at 6%; with 50% employer match about $148,224 at 4% or $98,816 at 6%; with 100% employer match about $111,168 at 4% or $74,112 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-15$1,622,429$133,402$8,893iApproximate average salary by contribution assumption: employee only about $222,337 at 4% or $148,224 at 6%; with 50% employer match about $148,224 at 4% or $98,816 at 6%; with 100% employer match about $111,168 at 4% or $74,112 at 6%.
2022115$1,379,540$126,340$8,423iApproximate average salary by contribution assumption: employee only about $210,567 at 4% or $140,378 at 6%; with 50% employer match about $140,378 at 4% or $93,585 at 6%; with 100% employer match about $105,283 at 4% or $70,189 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-15$1,379,540$126,340$8,423iApproximate average salary by contribution assumption: employee only about $210,567 at 4% or $140,378 at 6%; with 50% employer match about $140,378 at 4% or $93,585 at 6%; with 100% employer match about $105,283 at 4% or $70,189 at 6%.
2021116$1,480,218$103,524$6,470iApproximate average salary by contribution assumption: employee only about $161,756 at 4% or $107,838 at 6%; with 50% employer match about $107,838 at 4% or $71,892 at 6%; with 100% employer match about $80,878 at 4% or $53,919 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-16$1,480,218$103,524$6,470iApproximate average salary by contribution assumption: employee only about $161,756 at 4% or $107,838 at 6%; with 50% employer match about $107,838 at 4% or $71,892 at 6%; with 100% employer match about $80,878 at 4% or $53,919 at 6%.
2020114$1,253,904$99,106$7,079iApproximate average salary by contribution assumption: employee only about $176,975 at 4% or $117,983 at 6%; with 50% employer match about $117,983 at 4% or $78,656 at 6%; with 100% employer match about $88,488 at 4% or $58,992 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-14$1,253,904$99,106$7,079iApproximate average salary by contribution assumption: employee only about $176,975 at 4% or $117,983 at 6%; with 50% employer match about $117,983 at 4% or $78,656 at 6%; with 100% employer match about $88,488 at 4% or $58,992 at 6%.
2019113$1,002,932$106,197$8,169iApproximate average salary by contribution assumption: employee only about $204,225 at 4% or $136,150 at 6%; with 50% employer match about $136,150 at 4% or $90,767 at 6%; with 100% employer match about $102,113 at 4% or $68,075 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-13$1,002,932$106,197$8,169iApproximate average salary by contribution assumption: employee only about $204,225 at 4% or $136,150 at 6%; with 50% employer match about $136,150 at 4% or $90,767 at 6%; with 100% employer match about $102,113 at 4% or $68,075 at 6%.
2018114$744,542$85,878$6,134iApproximate average salary by contribution assumption: employee only about $153,354 at 4% or $102,236 at 6%; with 50% employer match about $102,236 at 4% or $68,157 at 6%; with 100% employer match about $76,677 at 4% or $51,118 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-14$744,542$85,878$6,134iApproximate average salary by contribution assumption: employee only about $153,354 at 4% or $102,236 at 6%; with 50% employer match about $102,236 at 4% or $68,157 at 6%; with 100% employer match about $76,677 at 4% or $51,118 at 6%.
2017114$874,191$74,265$5,305iApproximate average salary by contribution assumption: employee only about $132,616 at 4% or $88,411 at 6%; with 50% employer match about $88,411 at 4% or $58,940 at 6%; with 100% employer match about $66,308 at 4% or $44,205 at 6%.
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN-14$874,191$74,265$5,305iApproximate average salary by contribution assumption: employee only about $132,616 at 4% or $88,411 at 6%; with 50% employer match about $88,411 at 4% or $58,940 at 6%; with 100% employer match about $66,308 at 4% or $44,205 at 6%.
2016114$700,972$84,903$6,065iApproximate average salary by contribution assumption: employee only about $151,613 at 4% or $101,075 at 6%; with 50% employer match about $101,075 at 4% or $67,383 at 6%; with 100% employer match about $75,806 at 4% or $50,538 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401(K) PLAN-14$700,972$84,903$6,065iApproximate average salary by contribution assumption: employee only about $151,613 at 4% or $101,075 at 6%; with 50% employer match about $101,075 at 4% or $67,383 at 6%; with 100% employer match about $75,806 at 4% or $50,538 at 6%.
2015112$539,546$82,241$6,853iApproximate average salary by contribution assumption: employee only about $171,335 at 4% or $114,224 at 6%; with 50% employer match about $114,224 at 4% or $76,149 at 6%; with 100% employer match about $85,668 at 4% or $57,112 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401(K) PLAN-12$539,546$82,241$6,853iApproximate average salary by contribution assumption: employee only about $171,335 at 4% or $114,224 at 6%; with 50% employer match about $114,224 at 4% or $76,149 at 6%; with 100% employer match about $85,668 at 4% or $57,112 at 6%.
2014113$469,238$57,984$4,460iApproximate average salary by contribution assumption: employee only about $111,508 at 4% or $74,338 at 6%; with 50% employer match about $74,338 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401K PLAN-13$469,238$57,984$4,460iApproximate average salary by contribution assumption: employee only about $111,508 at 4% or $74,338 at 6%; with 50% employer match about $74,338 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%.
2013112$380,713$76,965$6,414iApproximate average salary by contribution assumption: employee only about $160,344 at 4% or $106,896 at 6%; with 50% employer match about $106,896 at 4% or $71,264 at 6%; with 100% employer match about $80,172 at 4% or $53,448 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401K PLAN-12$380,713$76,965$6,414iApproximate average salary by contribution assumption: employee only about $160,344 at 4% or $106,896 at 6%; with 50% employer match about $106,896 at 4% or $71,264 at 6%; with 100% employer match about $80,172 at 4% or $53,448 at 6%.
201219$235,124$96,549$10,728iApproximate average salary by contribution assumption: employee only about $268,192 at 4% or $178,794 at 6%; with 50% employer match about $178,794 at 4% or $119,196 at 6%; with 100% employer match about $134,096 at 4% or $89,397 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401K PLAN-9$235,124$96,549$10,728iApproximate average salary by contribution assumption: employee only about $268,192 at 4% or $178,794 at 6%; with 50% employer match about $178,794 at 4% or $119,196 at 6%; with 100% employer match about $134,096 at 4% or $89,397 at 6%.
201119$122,509$40,954$4,550iApproximate average salary by contribution assumption: employee only about $113,761 at 4% or $75,841 at 6%; with 50% employer match about $75,841 at 4% or $50,560 at 6%; with 100% employer match about $56,881 at 4% or $37,920 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401K PLAN-9$122,509$40,954$4,550iApproximate average salary by contribution assumption: employee only about $113,761 at 4% or $75,841 at 6%; with 50% employer match about $75,841 at 4% or $50,560 at 6%; with 100% employer match about $56,881 at 4% or $37,920 at 6%.
201019$86,415$52,416$5,824iApproximate average salary by contribution assumption: employee only about $145,600 at 4% or $97,067 at 6%; with 50% employer match about $97,067 at 4% or $64,711 at 6%; with 100% employer match about $72,800 at 4% or $48,533 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401K PLAN-9$86,415$52,416$5,824iApproximate average salary by contribution assumption: employee only about $145,600 at 4% or $97,067 at 6%; with 50% employer match about $97,067 at 4% or $64,711 at 6%; with 100% employer match about $72,800 at 4% or $48,533 at 6%.
200919$30,391$29,161$3,240iApproximate average salary by contribution assumption: employee only about $81,003 at 4% or $54,002 at 6%; with 50% employer match about $54,002 at 4% or $36,001 at 6%; with 100% employer match about $40,501 at 4% or $27,001 at 6%.
LAKEVIEW FINANCIAL SERVICES LLC 401K PLAN-9$30,391$29,161$3,240iApproximate average salary by contribution assumption: employee only about $81,003 at 4% or $54,002 at 6%; with 50% employer match about $54,002 at 4% or $36,001 at 6%; with 100% employer match about $40,501 at 4% or $27,001 at 6%.