Civic Intelligence

Shoreacres

Plan context: Shoreacres 401(K) Plan and Trust

EIN 36-1771080 • Lake Bluff, IL • 32 filings • 4 plans

View Related Profile

P.O. Box 2461601 Shore Acres Dr.Lake Bluff, IL 60044
Current Snapshot

Latest Year

2025

2025 Participants

58

2025 Assets

$5,502,550

2025 Contributions

$441,059

Historical Graphs

Total Assets Over Time

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

$5,502,550$2,751,275$0199920132025YearValue
$5,502,550Latest year 2025

Participants Over Time

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

67340199920122025YearValue
58Latest year 2025

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
2025158$5,502,550$441,059$7,604iApproximate average salary by contribution assumption: employee only about $190,112 at 4% or $126,741 at 6%; with 50% employer match about $126,741 at 4% or $84,494 at 6%; with 100% employer match about $95,056 at 4% or $63,371 at 6%.
Shoreacres 401(K) Plan and Trust-58$5,502,550$441,059$7,604iApproximate average salary by contribution assumption: employee only about $190,112 at 4% or $126,741 at 6%; with 50% employer match about $126,741 at 4% or $84,494 at 6%; with 100% employer match about $95,056 at 4% or $63,371 at 6%.
2024167$4,496,006$404,174$6,032iApproximate average salary by contribution assumption: employee only about $150,811 at 4% or $100,541 at 6%; with 50% employer match about $100,541 at 4% or $67,027 at 6%; with 100% employer match about $75,406 at 4% or $50,270 at 6%.
Shoreacres 401(K) Plan and Trust-67$4,496,006$404,174$6,032iApproximate average salary by contribution assumption: employee only about $150,811 at 4% or $100,541 at 6%; with 50% employer match about $100,541 at 4% or $67,027 at 6%; with 100% employer match about $75,406 at 4% or $50,270 at 6%.
2023162$3,696,921$326,697$5,269iApproximate average salary by contribution assumption: employee only about $131,733 at 4% or $87,822 at 6%; with 50% employer match about $87,822 at 4% or $58,548 at 6%; with 100% employer match about $65,866 at 4% or $43,911 at 6%.
Shoreacres 401(K) Plan and Trust-62$3,696,921$326,697$5,269iApproximate average salary by contribution assumption: employee only about $131,733 at 4% or $87,822 at 6%; with 50% employer match about $87,822 at 4% or $58,548 at 6%; with 100% employer match about $65,866 at 4% or $43,911 at 6%.
2022159$2,951,760$310,461$5,262iApproximate average salary by contribution assumption: employee only about $131,551 at 4% or $87,701 at 6%; with 50% employer match about $87,701 at 4% or $58,467 at 6%; with 100% employer match about $65,776 at 4% or $43,850 at 6%.
Shoreacres 401(K) Plan and Trust-59$2,951,760$310,461$5,262iApproximate average salary by contribution assumption: employee only about $131,551 at 4% or $87,701 at 6%; with 50% employer match about $87,701 at 4% or $58,467 at 6%; with 100% employer match about $65,776 at 4% or $43,850 at 6%.
2021159$4,169,233$363,937$6,168iApproximate average salary by contribution assumption: employee only about $154,211 at 4% or $102,807 at 6%; with 50% employer match about $102,807 at 4% or $68,538 at 6%; with 100% employer match about $77,105 at 4% or $51,404 at 6%.
Shoreacres 401(K) Plan and Trust-59$4,169,233$363,937$6,168iApproximate average salary by contribution assumption: employee only about $154,211 at 4% or $102,807 at 6%; with 50% employer match about $102,807 at 4% or $68,538 at 6%; with 100% employer match about $77,105 at 4% or $51,404 at 6%.
2020156$3,602,551$365,486$6,527iApproximate average salary by contribution assumption: employee only about $163,163 at 4% or $108,776 at 6%; with 50% employer match about $108,776 at 4% or $72,517 at 6%; with 100% employer match about $81,582 at 4% or $54,388 at 6%.
Shoreacres 401(K) Plan and Trust-56$3,602,551$365,486$6,527iApproximate average salary by contribution assumption: employee only about $163,163 at 4% or $108,776 at 6%; with 50% employer match about $108,776 at 4% or $72,517 at 6%; with 100% employer match about $81,582 at 4% or $54,388 at 6%.
2019157$3,035,738$332,772$5,838iApproximate average salary by contribution assumption: employee only about $145,953 at 4% or $97,302 at 6%; with 50% employer match about $97,302 at 4% or $64,868 at 6%; with 100% employer match about $72,976 at 4% or $48,651 at 6%.
Shoreacres 401(K) Plan and Trust-57$3,035,738$332,772$5,838iApproximate average salary by contribution assumption: employee only about $145,953 at 4% or $97,302 at 6%; with 50% employer match about $97,302 at 4% or $64,868 at 6%; with 100% employer match about $72,976 at 4% or $48,651 at 6%.
2018151$2,366,328$330,381$6,478iApproximate average salary by contribution assumption: employee only about $161,951 at 4% or $107,968 at 6%; with 50% employer match about $107,968 at 4% or $71,978 at 6%; with 100% employer match about $80,976 at 4% or $53,984 at 6%.
Shoreacres 401(K) Plan and Trust-51$2,366,328$330,381$6,478iApproximate average salary by contribution assumption: employee only about $161,951 at 4% or $107,968 at 6%; with 50% employer match about $107,968 at 4% or $71,978 at 6%; with 100% employer match about $80,976 at 4% or $53,984 at 6%.
2017151$2,321,037$313,694$6,151iApproximate average salary by contribution assumption: employee only about $153,772 at 4% or $102,514 at 6%; with 50% employer match about $102,514 at 4% or $68,343 at 6%; with 100% employer match about $76,886 at 4% or $51,257 at 6%.
Shoreacres 401(K) Plan and Trust-51$2,321,037$313,694$6,151iApproximate average salary by contribution assumption: employee only about $153,772 at 4% or $102,514 at 6%; with 50% employer match about $102,514 at 4% or $68,343 at 6%; with 100% employer match about $76,886 at 4% or $51,257 at 6%.
2016153$1,866,596$303,821$5,732iApproximate average salary by contribution assumption: employee only about $143,312 at 4% or $95,541 at 6%; with 50% employer match about $95,541 at 4% or $63,694 at 6%; with 100% employer match about $71,656 at 4% or $47,771 at 6%.
Shoreacres 401(K) Plan and Trust-53$1,866,596$303,821$5,732iApproximate average salary by contribution assumption: employee only about $143,312 at 4% or $95,541 at 6%; with 50% employer match about $95,541 at 4% or $63,694 at 6%; with 100% employer match about $71,656 at 4% or $47,771 at 6%.
2015148$1,445,941$287,626$5,992iApproximate average salary by contribution assumption: employee only about $149,805 at 4% or $99,870 at 6%; with 50% employer match about $99,870 at 4% or $66,580 at 6%; with 100% employer match about $74,903 at 4% or $49,935 at 6%.
Shoreacres 401(K) Plan and Trust-48$1,445,941$287,626$5,992iApproximate average salary by contribution assumption: employee only about $149,805 at 4% or $99,870 at 6%; with 50% employer match about $99,870 at 4% or $66,580 at 6%; with 100% employer match about $74,903 at 4% or $49,935 at 6%.
2014152$1,182,796$132,449$2,547iApproximate average salary by contribution assumption: employee only about $63,677 at 4% or $42,452 at 6%; with 50% employer match about $42,452 at 4% or $28,301 at 6%; with 100% employer match about $31,839 at 4% or $21,226 at 6%.
Shoreacres 401(K) Plan and Trust-52$1,182,796$132,449$2,547iApproximate average salary by contribution assumption: employee only about $63,677 at 4% or $42,452 at 6%; with 50% employer match about $42,452 at 4% or $28,301 at 6%; with 100% employer match about $31,839 at 4% or $21,226 at 6%.
2013121$1,014,788$316,403$15,067iApproximate average salary by contribution assumption: employee only about $376,670 at 4% or $251,113 at 6%; with 50% employer match about $251,113 at 4% or $167,409 at 6%; with 100% employer match about $188,335 at 4% or $125,557 at 6%.
Shoreacres 401(K) Plan and Trust-21$1,014,788$316,403$15,067iApproximate average salary by contribution assumption: employee only about $376,670 at 4% or $251,113 at 6%; with 50% employer match about $251,113 at 4% or $167,409 at 6%; with 100% employer match about $188,335 at 4% or $125,557 at 6%.
2012129$717,615$106,592$3,676iApproximate average salary by contribution assumption: employee only about $91,890 at 4% or $61,260 at 6%; with 50% employer match about $61,260 at 4% or $40,840 at 6%; with 100% employer match about $45,945 at 4% or $30,630 at 6%.
Shoreacres 401(K) Plan and Trust-29$717,615$106,592$3,676iApproximate average salary by contribution assumption: employee only about $91,890 at 4% or $61,260 at 6%; with 50% employer match about $61,260 at 4% or $40,840 at 6%; with 100% employer match about $45,945 at 4% or $30,630 at 6%.
2011128$542,318$77,072$2,753iApproximate average salary by contribution assumption: employee only about $68,814 at 4% or $45,876 at 6%; with 50% employer match about $45,876 at 4% or $30,584 at 6%; with 100% employer match about $34,407 at 4% or $22,938 at 6%.
Shoreacres 401(K) Plan and Trust-28$542,318$77,072$2,753iApproximate average salary by contribution assumption: employee only about $68,814 at 4% or $45,876 at 6%; with 50% employer match about $45,876 at 4% or $30,584 at 6%; with 100% employer match about $34,407 at 4% or $22,938 at 6%.
2010128$503,841$87,186$3,114iApproximate average salary by contribution assumption: employee only about $77,845 at 4% or $51,896 at 6%; with 50% employer match about $51,896 at 4% or $34,598 at 6%; with 100% employer match about $38,922 at 4% or $25,948 at 6%.
Shoreacres 401(K) Plan and Trust-28$503,841$87,186$3,114iApproximate average salary by contribution assumption: employee only about $77,845 at 4% or $51,896 at 6%; with 50% employer match about $51,896 at 4% or $34,598 at 6%; with 100% employer match about $38,922 at 4% or $25,948 at 6%.
2009129$420,957$83,830$2,891iApproximate average salary by contribution assumption: employee only about $72,267 at 4% or $48,178 at 6%; with 50% employer match about $48,178 at 4% or $32,119 at 6%; with 100% employer match about $36,134 at 4% or $24,089 at 6%.
Shoreacres 401(K) Plan and Trust-29$420,957$83,830$2,891iApproximate average salary by contribution assumption: employee only about $72,267 at 4% or $48,178 at 6%; with 50% employer match about $48,178 at 4% or $32,119 at 6%; with 100% employer match about $36,134 at 4% or $24,089 at 6%.
2008148$273,933$84,708$1,765iApproximate average salary by contribution assumption: employee only about $44,119 at 4% or $29,413 at 6%; with 50% employer match about $29,413 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%.
Shoreacres 401(K) Plan and Trust-48$273,933$84,708$1,765iApproximate average salary by contribution assumption: employee only about $44,119 at 4% or $29,413 at 6%; with 50% employer match about $29,413 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%.
2007157$436,643$72,205$1,267iApproximate average salary by contribution assumption: employee only about $31,669 at 4% or $21,113 at 6%; with 50% employer match about $21,113 at 4% or $14,075 at 6%; with 100% employer match about $15,834 at 4% or $10,556 at 6%.
Shoreacres 401(K) Plan and Trust-57$436,643$72,205$1,267iApproximate average salary by contribution assumption: employee only about $31,669 at 4% or $21,113 at 6%; with 50% employer match about $21,113 at 4% or $14,075 at 6%; with 100% employer match about $15,834 at 4% or $10,556 at 6%.
2006159$422,441$78,156$1,325iApproximate average salary by contribution assumption: employee only about $33,117 at 4% or $22,078 at 6%; with 50% employer match about $22,078 at 4% or $14,719 at 6%; with 100% employer match about $16,558 at 4% or $11,039 at 6%.
Shoreacres 401(K) Plan and Trust-59$422,441$78,156$1,325iApproximate average salary by contribution assumption: employee only about $33,117 at 4% or $22,078 at 6%; with 50% employer match about $22,078 at 4% or $14,719 at 6%; with 100% employer match about $16,558 at 4% or $11,039 at 6%.
2005130$327,405$69,722$2,324iApproximate average salary by contribution assumption: employee only about $58,102 at 4% or $38,734 at 6%; with 50% employer match about $38,734 at 4% or $25,823 at 6%; with 100% employer match about $29,051 at 4% or $19,367 at 6%.
Shoreacres 401(K) Plan and Trust-30$327,405$69,722$2,324iApproximate average salary by contribution assumption: employee only about $58,102 at 4% or $38,734 at 6%; with 50% employer match about $38,734 at 4% or $25,823 at 6%; with 100% employer match about $29,051 at 4% or $19,367 at 6%.
2004225$246,120$130,750$5,230iApproximate average salary by contribution assumption: employee only about $130,750 at 4% or $87,167 at 6%; with 50% employer match about $87,167 at 4% or $58,111 at 6%; with 100% employer match about $65,375 at 4% or $43,583 at 6%.
Shoreacres 401(K) Plan and Trust-25$246,120$130,750$5,230iApproximate average salary by contribution assumption: employee only about $130,750 at 4% or $87,167 at 6%; with 50% employer match about $87,167 at 4% or $58,111 at 6%; with 100% employer match about $65,375 at 4% or $43,583 at 6%.
Shoreacres Retirement Income Plan-0---
2003228$345,368$46,686$1,667iApproximate average salary by contribution assumption: employee only about $41,684 at 4% or $27,789 at 6%; with 50% employer match about $27,789 at 4% or $18,526 at 6%; with 100% employer match about $20,842 at 4% or $13,895 at 6%.
Shoreacres 401(K) Plan and Trust-28$204,984$39,486$1,410iApproximate average salary by contribution assumption: employee only about $35,255 at 4% or $23,504 at 6%; with 50% employer match about $23,504 at 4% or $15,669 at 6%; with 100% employer match about $17,628 at 4% or $11,752 at 6%.
Shoreacres Retirement Income Plan-7$140,384$7,200$1,029iApproximate average salary by contribution assumption: employee only about $25,714 at 4% or $17,143 at 6%; with 50% employer match about $17,143 at 4% or $11,429 at 6%; with 100% employer match about $12,857 at 4% or $8,571 at 6%.
2002118$0$0-
Shoreacres Retirement Income Plan-18---
2001223$255,055$0-
Shoreacres Retirement Income Plan-18$255,055--
Shoreacres 401(K) Plan and Trust-23---
2000228$253,993$25,000$893iApproximate average salary by contribution assumption: employee only about $22,321 at 4% or $14,881 at 6%; with 50% employer match about $14,881 at 4% or $9,921 at 6%; with 100% employer match about $11,161 at 4% or $7,440 at 6%.
Shoreacres Retirement Income Plan-28$253,993$25,000$893iApproximate average salary by contribution assumption: employee only about $22,321 at 4% or $14,881 at 6%; with 50% employer match about $14,881 at 4% or $9,921 at 6%; with 100% employer match about $11,161 at 4% or $7,440 at 6%.
Shoreacres 401(K) Plan and Trust-27---
1999228$284,224$40,825$1,458iApproximate average salary by contribution assumption: employee only about $36,451 at 4% or $24,301 at 6%; with 50% employer match about $24,301 at 4% or $16,200 at 6%; with 100% employer match about $18,225 at 4% or $12,150 at 6%.
Shoreacres Retirement Income Plan-27$220,289--
Shoreacres 401(K) Plan and Trust-28$63,935$40,825$1,458iApproximate average salary by contribution assumption: employee only about $36,451 at 4% or $24,301 at 6%; with 50% employer match about $24,301 at 4% or $16,200 at 6%; with 100% employer match about $18,225 at 4% or $12,150 at 6%.