Civic Intelligence

Lakeview Capital Inc.

Plan context: Lakeview Capital Inc. 401(K) Savings Plan

EIN 30-0518620 • Birmingham, MI • 16 filings • 1 plans

151 S. Old WoodwardSuite 400Birmingham, MI 48009
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$25,497,799

2024 Contributions

$1,081,222

Historical Graphs

Total Assets Over Time

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

$25,497,799$12,748,900$0200920172024YearValue
$25,497,799Latest year 2024

Participants Over Time

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

59300200920172024YearValue
59Latest year 2024

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
2024159$25,497,799$1,081,222$18,326iApproximate average salary by contribution assumption: employee only about $458,145 at 4% or $305,430 at 6%; with 50% employer match about $305,430 at 4% or $203,620 at 6%; with 100% employer match about $229,072 at 4% or $152,715 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-59$25,497,799$1,081,222$18,326iApproximate average salary by contribution assumption: employee only about $458,145 at 4% or $305,430 at 6%; with 50% employer match about $305,430 at 4% or $203,620 at 6%; with 100% employer match about $229,072 at 4% or $152,715 at 6%.
2023153$21,561,203$993,965$18,754iApproximate average salary by contribution assumption: employee only about $468,851 at 4% or $312,568 at 6%; with 50% employer match about $312,568 at 4% or $208,378 at 6%; with 100% employer match about $234,426 at 4% or $156,284 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-53$21,561,203$993,965$18,754iApproximate average salary by contribution assumption: employee only about $468,851 at 4% or $312,568 at 6%; with 50% employer match about $312,568 at 4% or $208,378 at 6%; with 100% employer match about $234,426 at 4% or $156,284 at 6%.
2022148$17,927,005$891,454$18,572iApproximate average salary by contribution assumption: employee only about $464,299 at 4% or $309,533 at 6%; with 50% employer match about $309,533 at 4% or $206,355 at 6%; with 100% employer match about $232,149 at 4% or $154,766 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-48$17,927,005$891,454$18,572iApproximate average salary by contribution assumption: employee only about $464,299 at 4% or $309,533 at 6%; with 50% employer match about $309,533 at 4% or $206,355 at 6%; with 100% employer match about $232,149 at 4% or $154,766 at 6%.
2021142$21,013,418$842,514$20,060iApproximate average salary by contribution assumption: employee only about $501,496 at 4% or $334,331 at 6%; with 50% employer match about $334,331 at 4% or $222,887 at 6%; with 100% employer match about $250,748 at 4% or $167,165 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-42$21,013,418$842,514$20,060iApproximate average salary by contribution assumption: employee only about $501,496 at 4% or $334,331 at 6%; with 50% employer match about $334,331 at 4% or $222,887 at 6%; with 100% employer match about $250,748 at 4% or $167,165 at 6%.
2020143$21,812,674$977,295$22,728iApproximate average salary by contribution assumption: employee only about $568,195 at 4% or $378,797 at 6%; with 50% employer match about $378,797 at 4% or $252,531 at 6%; with 100% employer match about $284,097 at 4% or $189,398 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-43$21,812,674$977,295$22,728iApproximate average salary by contribution assumption: employee only about $568,195 at 4% or $378,797 at 6%; with 50% employer match about $378,797 at 4% or $252,531 at 6%; with 100% employer match about $284,097 at 4% or $189,398 at 6%.
2019140$18,767,975$773,431$19,336iApproximate average salary by contribution assumption: employee only about $483,394 at 4% or $322,263 at 6%; with 50% employer match about $322,263 at 4% or $214,842 at 6%; with 100% employer match about $241,697 at 4% or $161,131 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-40$18,767,975$773,431$19,336iApproximate average salary by contribution assumption: employee only about $483,394 at 4% or $322,263 at 6%; with 50% employer match about $322,263 at 4% or $214,842 at 6%; with 100% employer match about $241,697 at 4% or $161,131 at 6%.
2018136$15,357,251$633,383$17,594iApproximate average salary by contribution assumption: employee only about $439,849 at 4% or $293,233 at 6%; with 50% employer match about $293,233 at 4% or $195,489 at 6%; with 100% employer match about $219,925 at 4% or $146,616 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-36$15,357,251$633,383$17,594iApproximate average salary by contribution assumption: employee only about $439,849 at 4% or $293,233 at 6%; with 50% employer match about $293,233 at 4% or $195,489 at 6%; with 100% employer match about $219,925 at 4% or $146,616 at 6%.
2017138$16,300,669$592,029$15,580iApproximate average salary by contribution assumption: employee only about $389,493 at 4% or $259,662 at 6%; with 50% employer match about $259,662 at 4% or $173,108 at 6%; with 100% employer match about $194,746 at 4% or $129,831 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-38$16,300,669$592,029$15,580iApproximate average salary by contribution assumption: employee only about $389,493 at 4% or $259,662 at 6%; with 50% employer match about $259,662 at 4% or $173,108 at 6%; with 100% employer match about $194,746 at 4% or $129,831 at 6%.
2016133$13,385,812$518,289$15,706iApproximate average salary by contribution assumption: employee only about $392,643 at 4% or $261,762 at 6%; with 50% employer match about $261,762 at 4% or $174,508 at 6%; with 100% employer match about $196,322 at 4% or $130,881 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-33$13,385,812$518,289$15,706iApproximate average salary by contribution assumption: employee only about $392,643 at 4% or $261,762 at 6%; with 50% employer match about $261,762 at 4% or $174,508 at 6%; with 100% employer match about $196,322 at 4% or $130,881 at 6%.
2015127$12,967,076$486,283$18,010iApproximate average salary by contribution assumption: employee only about $450,262 at 4% or $300,175 at 6%; with 50% employer match about $300,175 at 4% or $200,116 at 6%; with 100% employer match about $225,131 at 4% or $150,087 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-27$12,967,076$486,283$18,010iApproximate average salary by contribution assumption: employee only about $450,262 at 4% or $300,175 at 6%; with 50% employer match about $300,175 at 4% or $200,116 at 6%; with 100% employer match about $225,131 at 4% or $150,087 at 6%.
2014126$12,614,449$476,417$18,324iApproximate average salary by contribution assumption: employee only about $458,093 at 4% or $305,396 at 6%; with 50% employer match about $305,396 at 4% or $203,597 at 6%; with 100% employer match about $229,047 at 4% or $152,698 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-26$12,614,449$476,417$18,324iApproximate average salary by contribution assumption: employee only about $458,093 at 4% or $305,396 at 6%; with 50% employer match about $305,396 at 4% or $203,597 at 6%; with 100% employer match about $229,047 at 4% or $152,698 at 6%.
2013127$11,655,746$495,103$18,337iApproximate average salary by contribution assumption: employee only about $458,429 at 4% or $305,619 at 6%; with 50% employer match about $305,619 at 4% or $203,746 at 6%; with 100% employer match about $229,214 at 4% or $152,810 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-27$11,655,746$495,103$18,337iApproximate average salary by contribution assumption: employee only about $458,429 at 4% or $305,619 at 6%; with 50% employer match about $305,619 at 4% or $203,746 at 6%; with 100% employer match about $229,214 at 4% or $152,810 at 6%.
2012127$9,338,483$3,236,706$119,878iApproximate average salary by contribution assumption: employee only about $2,996,950 at 4% or $1,997,967 at 6%; with 50% employer match about $1,997,967 at 4% or $1,331,978 at 6%; with 100% employer match about $1,498,475 at 4% or $998,983 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-27$9,338,483$3,236,706$119,878iApproximate average salary by contribution assumption: employee only about $2,996,950 at 4% or $1,997,967 at 6%; with 50% employer match about $1,997,967 at 4% or $1,331,978 at 6%; with 100% employer match about $1,498,475 at 4% or $998,983 at 6%.
2011128$5,078,584$1,040,245$37,152iApproximate average salary by contribution assumption: employee only about $928,790 at 4% or $619,193 at 6%; with 50% employer match about $619,193 at 4% or $412,796 at 6%; with 100% employer match about $464,395 at 4% or $309,597 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-28$5,078,584$1,040,245$37,152iApproximate average salary by contribution assumption: employee only about $928,790 at 4% or $619,193 at 6%; with 50% employer match about $619,193 at 4% or $412,796 at 6%; with 100% employer match about $464,395 at 4% or $309,597 at 6%.
2010116$3,494,373$391,961$24,498iApproximate average salary by contribution assumption: employee only about $612,439 at 4% or $408,293 at 6%; with 50% employer match about $408,293 at 4% or $272,195 at 6%; with 100% employer match about $306,220 at 4% or $204,146 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-16$3,494,373$391,961$24,498iApproximate average salary by contribution assumption: employee only about $612,439 at 4% or $408,293 at 6%; with 50% employer match about $408,293 at 4% or $272,195 at 6%; with 100% employer match about $306,220 at 4% or $204,146 at 6%.
2009114$2,724,379$288,128$20,581iApproximate average salary by contribution assumption: employee only about $514,514 at 4% or $343,010 at 6%; with 50% employer match about $343,010 at 4% or $228,673 at 6%; with 100% employer match about $257,257 at 4% or $171,505 at 6%.
Lakeview Capital Inc. 401(K) Savings Plan-14$2,724,379$288,128$20,581iApproximate average salary by contribution assumption: employee only about $514,514 at 4% or $343,010 at 6%; with 50% employer match about $343,010 at 4% or $228,673 at 6%; with 100% employer match about $257,257 at 4% or $171,505 at 6%.