Civic Intelligence

Lake Forest Capital Management Co

Plan context: Lake Forest Capital Management Co Profit Sharing Plan

EIN 36-3097725 • 9 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

6

2003 Assets

$365,151

2003 Contributions

$86,439

Historical Graphs

Total Assets Over Time

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

$365,151$182,576$0199920012002YearValue
$365,151Latest year 2002

Participants Over Time

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

840199920012002YearValue
6Latest year 2002

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
200310$0$0-
Lake Forest Capital Management Co Profit Sharing Plan-0---
200226$365,151$86,439$14,407iApproximate average salary by contribution assumption: employee only about $360,163 at 4% or $240,108 at 6%; with 50% employer match about $240,108 at 4% or $160,072 at 6%; with 100% employer match about $180,081 at 4% or $120,054 at 6%.
Lake Forest Capital Management Co Profit Sharing Plan-6$365,151$86,439$14,407iApproximate average salary by contribution assumption: employee only about $360,163 at 4% or $240,108 at 6%; with 50% employer match about $240,108 at 4% or $160,072 at 6%; with 100% employer match about $180,081 at 4% or $120,054 at 6%.
Lake Forest Capital Management Co Money Purchase Pension Plan-0---
200128$361,797$113,828$14,229iApproximate average salary by contribution assumption: employee only about $355,713 at 4% or $237,142 at 6%; with 50% employer match about $237,142 at 4% or $158,094 at 6%; with 100% employer match about $177,856 at 4% or $118,571 at 6%.
Lake Forest Capital Management Co Profit Sharing Plan-8$254,212$76,810$9,601iApproximate average salary by contribution assumption: employee only about $240,031 at 4% or $160,021 at 6%; with 50% employer match about $160,021 at 4% or $106,681 at 6%; with 100% employer match about $120,016 at 4% or $80,010 at 6%.
Lake Forest Capital Management Co Money Purchase Pension Plan-8$107,585$37,018$4,627iApproximate average salary by contribution assumption: employee only about $115,681 at 4% or $77,121 at 6%; with 50% employer match about $77,121 at 4% or $51,414 at 6%; with 100% employer match about $57,841 at 4% or $38,560 at 6%.
200027$355,971$130,165$18,595iApproximate average salary by contribution assumption: employee only about $464,875 at 4% or $309,917 at 6%; with 50% employer match about $309,917 at 4% or $206,611 at 6%; with 100% employer match about $232,438 at 4% or $154,958 at 6%.
Lake Forest Capital Management Co Profit Sharing Plan-7$257,318$92,161$13,166iApproximate average salary by contribution assumption: employee only about $329,146 at 4% or $219,431 at 6%; with 50% employer match about $219,431 at 4% or $146,287 at 6%; with 100% employer match about $164,573 at 4% or $109,715 at 6%.
Lake Forest Capital Management Co Money Purchase Pension Plan-7$98,653$38,004$5,429iApproximate average salary by contribution assumption: employee only about $135,729 at 4% or $90,486 at 6%; with 50% employer match about $90,486 at 4% or $60,324 at 6%; with 100% employer match about $67,864 at 4% or $45,243 at 6%.
199927$230,974$120,143$17,163iApproximate average salary by contribution assumption: employee only about $429,082 at 4% or $286,055 at 6%; with 50% employer match about $286,055 at 4% or $190,703 at 6%; with 100% employer match about $214,541 at 4% or $143,027 at 6%.
Lake Forest Capital Management Co Profit Sharing Plan-7$168,714$87,035$12,434iApproximate average salary by contribution assumption: employee only about $310,839 at 4% or $207,226 at 6%; with 50% employer match about $207,226 at 4% or $138,151 at 6%; with 100% employer match about $155,420 at 4% or $103,613 at 6%.
Lake Forest Capital Management Co Money Purchase Pension Plan-7$62,260$33,108$4,730iApproximate average salary by contribution assumption: employee only about $118,243 at 4% or $78,829 at 6%; with 50% employer match about $78,829 at 4% or $52,552 at 6%; with 100% employer match about $59,121 at 4% or $39,414 at 6%.