Civic Intelligence

Lakeshore Holdings LLC

Plan context: Lakeshore Holdings LLC 401(K) Profit Sharing Plan

EIN 20-8567655 • Mooresville, NC • 12 filings • 1 plans

PO Box 5350637 Williamson Road, Suite 102Mooresville, NC 28117
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,126,637

2024 Contributions

$121,307

Historical Graphs

Total Assets Over Time

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

$1,126,637$563,319$0201320192024YearValue
$1,126,637Latest year 2024

Participants Over Time

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

840201320192024YearValue
8Latest 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
202418$1,126,637$121,307$15,163iApproximate average salary by contribution assumption: employee only about $379,084 at 4% or $252,723 at 6%; with 50% employer match about $252,723 at 4% or $168,482 at 6%; with 100% employer match about $189,542 at 4% or $126,361 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-8$1,126,637$121,307$15,163iApproximate average salary by contribution assumption: employee only about $379,084 at 4% or $252,723 at 6%; with 50% employer match about $252,723 at 4% or $168,482 at 6%; with 100% employer match about $189,542 at 4% or $126,361 at 6%.
202318$938,660$112,398$14,050iApproximate average salary by contribution assumption: employee only about $351,244 at 4% or $234,163 at 6%; with 50% employer match about $234,163 at 4% or $156,108 at 6%; with 100% employer match about $175,622 at 4% or $117,081 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-8$938,660$112,398$14,050iApproximate average salary by contribution assumption: employee only about $351,244 at 4% or $234,163 at 6%; with 50% employer match about $234,163 at 4% or $156,108 at 6%; with 100% employer match about $175,622 at 4% or $117,081 at 6%.
202218$693,900$94,084$11,761iApproximate average salary by contribution assumption: employee only about $294,013 at 4% or $196,008 at 6%; with 50% employer match about $196,008 at 4% or $130,672 at 6%; with 100% employer match about $147,006 at 4% or $98,004 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-8$693,900$94,084$11,761iApproximate average salary by contribution assumption: employee only about $294,013 at 4% or $196,008 at 6%; with 50% employer match about $196,008 at 4% or $130,672 at 6%; with 100% employer match about $147,006 at 4% or $98,004 at 6%.
202116$736,021$92,905$15,484iApproximate average salary by contribution assumption: employee only about $387,104 at 4% or $258,069 at 6%; with 50% employer match about $258,069 at 4% or $172,046 at 6%; with 100% employer match about $193,552 at 4% or $129,035 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-6$736,021$92,905$15,484iApproximate average salary by contribution assumption: employee only about $387,104 at 4% or $258,069 at 6%; with 50% employer match about $258,069 at 4% or $172,046 at 6%; with 100% employer match about $193,552 at 4% or $129,035 at 6%.
202015$556,000$80,018$16,004iApproximate average salary by contribution assumption: employee only about $400,090 at 4% or $266,727 at 6%; with 50% employer match about $266,727 at 4% or $177,818 at 6%; with 100% employer match about $200,045 at 4% or $133,363 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-5$556,000$80,018$16,004iApproximate average salary by contribution assumption: employee only about $400,090 at 4% or $266,727 at 6%; with 50% employer match about $266,727 at 4% or $177,818 at 6%; with 100% employer match about $200,045 at 4% or $133,363 at 6%.
201916$404,958$61,387$10,231iApproximate average salary by contribution assumption: employee only about $255,779 at 4% or $170,519 at 6%; with 50% employer match about $170,519 at 4% or $113,680 at 6%; with 100% employer match about $127,890 at 4% or $85,260 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-6$404,958$61,387$10,231iApproximate average salary by contribution assumption: employee only about $255,779 at 4% or $170,519 at 6%; with 50% employer match about $170,519 at 4% or $113,680 at 6%; with 100% employer match about $127,890 at 4% or $85,260 at 6%.
201818$870,387$123,066$15,383iApproximate average salary by contribution assumption: employee only about $384,581 at 4% or $256,388 at 6%; with 50% employer match about $256,388 at 4% or $170,925 at 6%; with 100% employer match about $192,291 at 4% or $128,194 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-8$870,387$123,066$15,383iApproximate average salary by contribution assumption: employee only about $384,581 at 4% or $256,388 at 6%; with 50% employer match about $256,388 at 4% or $170,925 at 6%; with 100% employer match about $192,291 at 4% or $128,194 at 6%.
201717$808,865$116,682$16,669iApproximate average salary by contribution assumption: employee only about $416,721 at 4% or $277,814 at 6%; with 50% employer match about $277,814 at 4% or $185,210 at 6%; with 100% employer match about $208,361 at 4% or $138,907 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-7$808,865$116,682$16,669iApproximate average salary by contribution assumption: employee only about $416,721 at 4% or $277,814 at 6%; with 50% employer match about $277,814 at 4% or $185,210 at 6%; with 100% employer match about $208,361 at 4% or $138,907 at 6%.
201617$593,272$107,073$15,296iApproximate average salary by contribution assumption: employee only about $382,404 at 4% or $254,936 at 6%; with 50% employer match about $254,936 at 4% or $169,957 at 6%; with 100% employer match about $191,202 at 4% or $127,468 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-7$593,272$107,073$15,296iApproximate average salary by contribution assumption: employee only about $382,404 at 4% or $254,936 at 6%; with 50% employer match about $254,936 at 4% or $169,957 at 6%; with 100% employer match about $191,202 at 4% or $127,468 at 6%.
201515$447,673$92,437$18,487iApproximate average salary by contribution assumption: employee only about $462,185 at 4% or $308,123 at 6%; with 50% employer match about $308,123 at 4% or $205,416 at 6%; with 100% employer match about $231,093 at 4% or $154,062 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-5$447,673$92,437$18,487iApproximate average salary by contribution assumption: employee only about $462,185 at 4% or $308,123 at 6%; with 50% employer match about $308,123 at 4% or $205,416 at 6%; with 100% employer match about $231,093 at 4% or $154,062 at 6%.
201414$382,256$60,365$15,091iApproximate average salary by contribution assumption: employee only about $377,281 at 4% or $251,521 at 6%; with 50% employer match about $251,521 at 4% or $167,681 at 6%; with 100% employer match about $188,641 at 4% or $125,760 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-4$382,256$60,365$15,091iApproximate average salary by contribution assumption: employee only about $377,281 at 4% or $251,521 at 6%; with 50% employer match about $251,521 at 4% or $167,681 at 6%; with 100% employer match about $188,641 at 4% or $125,760 at 6%.
201314$308,837$76,292$19,073iApproximate average salary by contribution assumption: employee only about $476,825 at 4% or $317,883 at 6%; with 50% employer match about $317,883 at 4% or $211,922 at 6%; with 100% employer match about $238,413 at 4% or $158,942 at 6%.
Lakeshore Holdings LLC 401(K) Profit Sharing Plan-4$308,837$76,292$19,073iApproximate average salary by contribution assumption: employee only about $476,825 at 4% or $317,883 at 6%; with 50% employer match about $317,883 at 4% or $211,922 at 6%; with 100% employer match about $238,413 at 4% or $158,942 at 6%.