The Lakeworth Group LLC
Plan context: The Lakeworth Group 401(K) Plan
EIN 27-3331950 • Los Alamos, NM • 8 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$130,037
2018 Contributions
$30,603
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| The Lakeworth Group 401(K) Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 1 | $130,037 | $30,603 | $30,603iApproximate average salary by contribution assumption: employee only about $765,075 at 4% or $510,050 at 6%; with 50% employer match about $510,050 at 4% or $340,033 at 6%; with 100% employer match about $382,538 at 4% or $255,025 at 6%. |
| The Lakeworth Group 401(K) Plan | - | 1 | $130,037 | $30,603 | $30,603iApproximate average salary by contribution assumption: employee only about $765,075 at 4% or $510,050 at 6%; with 50% employer match about $510,050 at 4% or $340,033 at 6%; with 100% employer match about $382,538 at 4% or $255,025 at 6%. |
| 2016 | 1 | 1 | $88,086 | $16,073 | $16,073iApproximate average salary by contribution assumption: employee only about $401,825 at 4% or $267,883 at 6%; with 50% employer match about $267,883 at 4% or $178,589 at 6%; with 100% employer match about $200,913 at 4% or $133,942 at 6%. |
| The Lakeworth Group 401(K) Plan | - | 1 | $88,086 | $16,073 | $16,073iApproximate average salary by contribution assumption: employee only about $401,825 at 4% or $267,883 at 6%; with 50% employer match about $267,883 at 4% or $178,589 at 6%; with 100% employer match about $200,913 at 4% or $133,942 at 6%. |
| 2015 | 1 | 3 | $90,256 | $0 | - |
| The Lakeworth Group 401(K) Plan | - | 3 | $90,256 | - | - |
| 2014 | 1 | 3 | $92,928 | $22,152 | $7,384iApproximate average salary by contribution assumption: employee only about $184,600 at 4% or $123,067 at 6%; with 50% employer match about $123,067 at 4% or $82,044 at 6%; with 100% employer match about $92,300 at 4% or $61,533 at 6%. |
| The Lakeworth Group 401(K) Plan | - | 3 | $92,928 | $22,152 | $7,384iApproximate average salary by contribution assumption: employee only about $184,600 at 4% or $123,067 at 6%; with 50% employer match about $123,067 at 4% or $82,044 at 6%; with 100% employer match about $92,300 at 4% or $61,533 at 6%. |
| 2013 | 1 | 3 | $68,525 | $16,666 | $5,555iApproximate average salary by contribution assumption: employee only about $138,883 at 4% or $92,589 at 6%; with 50% employer match about $92,589 at 4% or $61,726 at 6%; with 100% employer match about $69,442 at 4% or $46,294 at 6%. |
| The Lakeworth Group 401(K) Plan | - | 3 | $68,525 | $16,666 | $5,555iApproximate average salary by contribution assumption: employee only about $138,883 at 4% or $92,589 at 6%; with 50% employer match about $92,589 at 4% or $61,726 at 6%; with 100% employer match about $69,442 at 4% or $46,294 at 6%. |
| 2012 | 1 | 3 | $46,508 | $88,908 | $29,636iApproximate average salary by contribution assumption: employee only about $740,900 at 4% or $493,933 at 6%; with 50% employer match about $493,933 at 4% or $329,289 at 6%; with 100% employer match about $370,450 at 4% or $246,967 at 6%. |
| The Lakeworth Group 401(K) Plan | - | 3 | $46,508 | $88,908 | $29,636iApproximate average salary by contribution assumption: employee only about $740,900 at 4% or $493,933 at 6%; with 50% employer match about $493,933 at 4% or $329,289 at 6%; with 100% employer match about $370,450 at 4% or $246,967 at 6%. |
| 2011 | 1 | 3 | $43,531 | $43,520 | $14,507iApproximate average salary by contribution assumption: employee only about $362,667 at 4% or $241,778 at 6%; with 50% employer match about $241,778 at 4% or $161,185 at 6%; with 100% employer match about $181,333 at 4% or $120,889 at 6%. |
| The Lakeworth Group 401(K) Plan | - | 3 | $43,531 | $43,520 | $14,507iApproximate average salary by contribution assumption: employee only about $362,667 at 4% or $241,778 at 6%; with 50% employer match about $241,778 at 4% or $161,185 at 6%; with 100% employer match about $181,333 at 4% or $120,889 at 6%. |