Civic Intelligence

Zephyr Lake Tree Farm LLC

Plan context: Zephyr Lake Tree Farm LLC 401(K) Profit Sharing Plan & Trust

EIN 26-2568094 • Tavares, FL • 3 filings • 3 plans

1122 Lake Shore BlvdTavares, FL 32778-2320
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$305,184

2023 Contributions

$43,500

Historical Graphs

Total Assets Over Time

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

$305,184$152,592$020172018YearValue
$305,184Latest year 2018

Participants Over Time

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

11020172018YearValue
1Latest year 2018

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
202310$0$0-
Zephyr Lake Tree Farm LLC 401(K) Profit Sharing Plan & Trust-0$0$0-
201811$305,184$43,500$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
Zephyr Lake Tree Farm LLC 401(K) Profit Sharing Plan & Trust-1$305,184$43,500$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
201711$274,993$17,160$17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%.
Zephyr Lake Tree Farm LLC 401(K) Profit Sharing Plan & Trust-1$274,993$17,160$17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%.