How big is Lakeview Bank's plan?

Lakeview Bank's plan reported $1.7M in assets and 25 participants for 2024.

Original filing (PDF)20250915151608NAL0002009632001

Lakeview Bank

Name: Lakeview Bank — Lakeview Bank 401(k) Retirement Plan, Form 5500 (2024)
Creator: Lakeview Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeview Bank 401(k) Retirement Plan

401(k) retirement plan · Lakeview Bank's Lakeview Bank 401(k) Retirement Plan held $1.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Michael Puppe signed Lakeview Bank's 2024 Form 5500 as plan administrator.

Michael Puppe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lakeview Bank's EIN is 20-1249966.

EIN 20-1249966

Plan number 001

Plan year 2024

ACK ID 20250915151608NAL0002009632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lakeview Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lakeview Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKEVIEW BANK.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off