Lakeview Advisors Inc.
Plan context: Lakeview Advisors Inc. 401(K) Plan
EIN 99-2830823 • 1 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$131,910
2024 Contributions
$250,872
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $131,910 | $250,872 | $250,872iApproximate average salary by contribution assumption: employee only about $6,271,800 at 4% or $4,181,200 at 6%; with 50% employer match about $4,181,200 at 4% or $2,787,467 at 6%; with 100% employer match about $3,135,900 at 4% or $2,090,600 at 6%. |
| Lakeview Advisors Inc. 401(K) Plan | - | 1 | $131,910 | $250,872 | $250,872iApproximate average salary by contribution assumption: employee only about $6,271,800 at 4% or $4,181,200 at 6%; with 50% employer match about $4,181,200 at 4% or $2,787,467 at 6%; with 100% employer match about $3,135,900 at 4% or $2,090,600 at 6%. |