Civic Intelligence

Lake Street Advisors LLC

Plan context: Lake Street Advisors LLC 401(K) Plan

EIN 27-0044236 • Portsmouth, NH • 12 filings • 2 plans

25 Chestnut StreetSuite 200 NorthPortsmouth, NH 03801
Current Snapshot

Latest Year

2016

2016 Participants

27

2016 Assets

$3,430,610

2016 Contributions

$240,668

Historical Graphs

Total Assets Over Time

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

$3,430,610$1,715,305$0200520112016YearValue
$3,430,610Latest year 2016

Participants Over Time

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

30150200520112016YearValue
27Latest year 2016

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
2016127$3,430,610$240,668$8,914iApproximate average salary by contribution assumption: employee only about $222,841 at 4% or $148,560 at 6%; with 50% employer match about $148,560 at 4% or $99,040 at 6%; with 100% employer match about $111,420 at 4% or $74,280 at 6%.
Lake Street Advisors LLC 401(K) Plan-27$3,430,610$240,668$8,914iApproximate average salary by contribution assumption: employee only about $222,841 at 4% or $148,560 at 6%; with 50% employer match about $148,560 at 4% or $99,040 at 6%; with 100% employer match about $111,420 at 4% or $74,280 at 6%.
2015128$2,995,098$323,383$11,549iApproximate average salary by contribution assumption: employee only about $288,735 at 4% or $192,490 at 6%; with 50% employer match about $192,490 at 4% or $128,327 at 6%; with 100% employer match about $144,367 at 4% or $96,245 at 6%.
Lake Street Advisors LLC 401(K) Plan-28$2,995,098$323,383$11,549iApproximate average salary by contribution assumption: employee only about $288,735 at 4% or $192,490 at 6%; with 50% employer match about $192,490 at 4% or $128,327 at 6%; with 100% employer match about $144,367 at 4% or $96,245 at 6%.
2014130$2,796,676$318,086$10,603iApproximate average salary by contribution assumption: employee only about $265,072 at 4% or $176,714 at 6%; with 50% employer match about $176,714 at 4% or $117,810 at 6%; with 100% employer match about $132,536 at 4% or $88,357 at 6%.
Lake Street Advisors LLC 401(K) Plan-30$2,796,676$318,086$10,603iApproximate average salary by contribution assumption: employee only about $265,072 at 4% or $176,714 at 6%; with 50% employer match about $176,714 at 4% or $117,810 at 6%; with 100% employer match about $132,536 at 4% or $88,357 at 6%.
2013129$2,495,444$777,527$26,811iApproximate average salary by contribution assumption: employee only about $670,282 at 4% or $446,855 at 6%; with 50% employer match about $446,855 at 4% or $297,903 at 6%; with 100% employer match about $335,141 at 4% or $223,427 at 6%.
Lake Street Advisors LLC 401(K) Plan-29$2,495,444$777,527$26,811iApproximate average salary by contribution assumption: employee only about $670,282 at 4% or $446,855 at 6%; with 50% employer match about $446,855 at 4% or $297,903 at 6%; with 100% employer match about $335,141 at 4% or $223,427 at 6%.
2012123$1,409,351$216,541$9,415iApproximate average salary by contribution assumption: employee only about $235,371 at 4% or $156,914 at 6%; with 50% employer match about $156,914 at 4% or $104,609 at 6%; with 100% employer match about $117,685 at 4% or $78,457 at 6%.
Lake Street Advisors LLC 401(K) Plan-23$1,409,351$216,541$9,415iApproximate average salary by contribution assumption: employee only about $235,371 at 4% or $156,914 at 6%; with 50% employer match about $156,914 at 4% or $104,609 at 6%; with 100% employer match about $117,685 at 4% or $78,457 at 6%.
2011120$1,124,226$241,470$12,074iApproximate average salary by contribution assumption: employee only about $301,838 at 4% or $201,225 at 6%; with 50% employer match about $201,225 at 4% or $134,150 at 6%; with 100% employer match about $150,919 at 4% or $100,613 at 6%.
Lake Street Advisors LLC 401(K) Plan-20$1,124,226$241,470$12,074iApproximate average salary by contribution assumption: employee only about $301,838 at 4% or $201,225 at 6%; with 50% employer match about $201,225 at 4% or $134,150 at 6%; with 100% employer match about $150,919 at 4% or $100,613 at 6%.
2010118$940,904$210,565$11,698iApproximate average salary by contribution assumption: employee only about $292,451 at 4% or $194,968 at 6%; with 50% employer match about $194,968 at 4% or $129,978 at 6%; with 100% employer match about $146,226 at 4% or $97,484 at 6%.
Lake Street Advisors LLC 401(K) Plan-18$940,904$210,565$11,698iApproximate average salary by contribution assumption: employee only about $292,451 at 4% or $194,968 at 6%; with 50% employer match about $194,968 at 4% or $129,978 at 6%; with 100% employer match about $146,226 at 4% or $97,484 at 6%.
2009120$623,141$178,190$8,910iApproximate average salary by contribution assumption: employee only about $222,738 at 4% or $148,492 at 6%; with 50% employer match about $148,492 at 4% or $98,994 at 6%; with 100% employer match about $111,369 at 4% or $74,246 at 6%.
Lake Street Advisors LLC 401(K) Plan-20$623,141$178,190$8,910iApproximate average salary by contribution assumption: employee only about $222,738 at 4% or $148,492 at 6%; with 50% employer match about $148,492 at 4% or $98,994 at 6%; with 100% employer match about $111,369 at 4% or $74,246 at 6%.
2008114$331,526$197,908$14,136iApproximate average salary by contribution assumption: employee only about $353,407 at 4% or $235,605 at 6%; with 50% employer match about $235,605 at 4% or $157,070 at 6%; with 100% employer match about $176,704 at 4% or $117,802 at 6%.
Lake Street Advisors LLC 401(K) Plan-14$331,526$197,908$14,136iApproximate average salary by contribution assumption: employee only about $353,407 at 4% or $235,605 at 6%; with 50% employer match about $235,605 at 4% or $157,070 at 6%; with 100% employer match about $176,704 at 4% or $117,802 at 6%.
2007112$299,928$126,980$10,582iApproximate average salary by contribution assumption: employee only about $264,542 at 4% or $176,361 at 6%; with 50% employer match about $176,361 at 4% or $117,574 at 6%; with 100% employer match about $132,271 at 4% or $88,181 at 6%.
Lake Street Advisors LLC 401(K) Plan-12$299,928$126,980$10,582iApproximate average salary by contribution assumption: employee only about $264,542 at 4% or $176,361 at 6%; with 50% employer match about $176,361 at 4% or $117,574 at 6%; with 100% employer match about $132,271 at 4% or $88,181 at 6%.
200618$156,898$102,549$12,819iApproximate average salary by contribution assumption: employee only about $320,466 at 4% or $213,644 at 6%; with 50% employer match about $213,644 at 4% or $142,429 at 6%; with 100% employer match about $160,233 at 4% or $106,822 at 6%.
Lake Street Advisors LLC 401(K) Plan-8$156,898$102,549$12,819iApproximate average salary by contribution assumption: employee only about $320,466 at 4% or $213,644 at 6%; with 50% employer match about $213,644 at 4% or $142,429 at 6%; with 100% employer match about $160,233 at 4% or $106,822 at 6%.
200516$41,107$39,066$6,511iApproximate average salary by contribution assumption: employee only about $162,775 at 4% or $108,517 at 6%; with 50% employer match about $108,517 at 4% or $72,344 at 6%; with 100% employer match about $81,388 at 4% or $54,258 at 6%.
Lake Street Advisors LLC 401(K) Plan-6$41,107$39,066$6,511iApproximate average salary by contribution assumption: employee only about $162,775 at 4% or $108,517 at 6%; with 50% employer match about $108,517 at 4% or $72,344 at 6%; with 100% employer match about $81,388 at 4% or $54,258 at 6%.