Lakeside Financial Group LLC
Plan context: Lakeside Financial Group LLC 401(K) Profit Sharing Plan
EIN 26-1753080 • Chesterton, IN • 13 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
46
2020 Assets
$3,829,584
2020 Contributions
$406,788
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 46 | $3,829,584 | $406,788 | $8,843iApproximate average salary by contribution assumption: employee only about $221,080 at 4% or $147,387 at 6%; with 50% employer match about $147,387 at 4% or $98,258 at 6%; with 100% employer match about $110,540 at 4% or $73,693 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 46 | $3,829,584 | $406,788 | $8,843iApproximate average salary by contribution assumption: employee only about $221,080 at 4% or $147,387 at 6%; with 50% employer match about $147,387 at 4% or $98,258 at 6%; with 100% employer match about $110,540 at 4% or $73,693 at 6%. |
| 2018 | 1 | 45 | $2,882,469 | $433,101 | $9,624iApproximate average salary by contribution assumption: employee only about $240,612 at 4% or $160,408 at 6%; with 50% employer match about $160,408 at 4% or $106,939 at 6%; with 100% employer match about $120,306 at 4% or $80,204 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 45 | $2,882,469 | $433,101 | $9,624iApproximate average salary by contribution assumption: employee only about $240,612 at 4% or $160,408 at 6%; with 50% employer match about $160,408 at 4% or $106,939 at 6%; with 100% employer match about $120,306 at 4% or $80,204 at 6%. |
| 2017 | 1 | 43 | $2,651,028 | $367,834 | $8,554iApproximate average salary by contribution assumption: employee only about $213,857 at 4% or $142,571 at 6%; with 50% employer match about $142,571 at 4% or $95,048 at 6%; with 100% employer match about $106,928 at 4% or $71,286 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 43 | $2,651,028 | $367,834 | $8,554iApproximate average salary by contribution assumption: employee only about $213,857 at 4% or $142,571 at 6%; with 50% employer match about $142,571 at 4% or $95,048 at 6%; with 100% employer match about $106,928 at 4% or $71,286 at 6%. |
| 2016 | 1 | 38 | $1,883,737 | $438,690 | $11,544iApproximate average salary by contribution assumption: employee only about $288,612 at 4% or $192,408 at 6%; with 50% employer match about $192,408 at 4% or $128,272 at 6%; with 100% employer match about $144,306 at 4% or $96,204 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 38 | $1,883,737 | $438,690 | $11,544iApproximate average salary by contribution assumption: employee only about $288,612 at 4% or $192,408 at 6%; with 50% employer match about $192,408 at 4% or $128,272 at 6%; with 100% employer match about $144,306 at 4% or $96,204 at 6%. |
| 2015 | 1 | 37 | $1,392,362 | $230,181 | $6,221iApproximate average salary by contribution assumption: employee only about $155,528 at 4% or $103,685 at 6%; with 50% employer match about $103,685 at 4% or $69,123 at 6%; with 100% employer match about $77,764 at 4% or $51,843 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 37 | $1,392,362 | $230,181 | $6,221iApproximate average salary by contribution assumption: employee only about $155,528 at 4% or $103,685 at 6%; with 50% employer match about $103,685 at 4% or $69,123 at 6%; with 100% employer match about $77,764 at 4% or $51,843 at 6%. |
| 2014 | 1 | 30 | $1,123,536 | $203,835 | $6,795iApproximate average salary by contribution assumption: employee only about $169,863 at 4% or $113,242 at 6%; with 50% employer match about $113,242 at 4% or $75,494 at 6%; with 100% employer match about $84,931 at 4% or $56,621 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 30 | $1,123,536 | $203,835 | $6,795iApproximate average salary by contribution assumption: employee only about $169,863 at 4% or $113,242 at 6%; with 50% employer match about $113,242 at 4% or $75,494 at 6%; with 100% employer match about $84,931 at 4% or $56,621 at 6%. |
| 2013 | 1 | 26 | $1,013,179 | $209,170 | $8,045iApproximate average salary by contribution assumption: employee only about $201,125 at 4% or $134,083 at 6%; with 50% employer match about $134,083 at 4% or $89,389 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 26 | $1,013,179 | $209,170 | $8,045iApproximate average salary by contribution assumption: employee only about $201,125 at 4% or $134,083 at 6%; with 50% employer match about $134,083 at 4% or $89,389 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%. |
| 2012 | 1 | 20 | $794,397 | $143,940 | $7,197iApproximate average salary by contribution assumption: employee only about $179,925 at 4% or $119,950 at 6%; with 50% employer match about $119,950 at 4% or $79,967 at 6%; with 100% employer match about $89,963 at 4% or $59,975 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 20 | $794,397 | $143,940 | $7,197iApproximate average salary by contribution assumption: employee only about $179,925 at 4% or $119,950 at 6%; with 50% employer match about $119,950 at 4% or $79,967 at 6%; with 100% employer match about $89,963 at 4% or $59,975 at 6%. |
| 2011 | 1 | 15 | $586,051 | $137,228 | $9,149iApproximate average salary by contribution assumption: employee only about $228,713 at 4% or $152,476 at 6%; with 50% employer match about $152,476 at 4% or $101,650 at 6%; with 100% employer match about $114,357 at 4% or $76,238 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 15 | $586,051 | $137,228 | $9,149iApproximate average salary by contribution assumption: employee only about $228,713 at 4% or $152,476 at 6%; with 50% employer match about $152,476 at 4% or $101,650 at 6%; with 100% employer match about $114,357 at 4% or $76,238 at 6%. |
| 2010 | 1 | 14 | $534,297 | $64,078 | $4,577iApproximate average salary by contribution assumption: employee only about $114,425 at 4% or $76,283 at 6%; with 50% employer match about $76,283 at 4% or $50,856 at 6%; with 100% employer match about $57,213 at 4% or $38,142 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 14 | $534,297 | $64,078 | $4,577iApproximate average salary by contribution assumption: employee only about $114,425 at 4% or $76,283 at 6%; with 50% employer match about $76,283 at 4% or $50,856 at 6%; with 100% employer match about $57,213 at 4% or $38,142 at 6%. |
| 2009 | 1 | 12 | $355,202 | $89,668 | $7,472iApproximate average salary by contribution assumption: employee only about $186,808 at 4% or $124,539 at 6%; with 50% employer match about $124,539 at 4% or $83,026 at 6%; with 100% employer match about $93,404 at 4% or $62,269 at 6%. |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 12 | $355,202 | $89,668 | $7,472iApproximate average salary by contribution assumption: employee only about $186,808 at 4% or $124,539 at 6%; with 50% employer match about $124,539 at 4% or $83,026 at 6%; with 100% employer match about $93,404 at 4% or $62,269 at 6%. |
| 2008 | 1 | 14 | $0 | $0 | - |
| Lakeside Financial Group LLC 401(K) Profit Sharing Plan | - | 14 | - | - | - |