Civic Intelligence

Lake Heart Specialists

Plan context: Lake Heart Specialists Retirement Plan

EIN 36-3884882 • Libertyville, IL • 30 filings • 4 plans

1870 W Winchester RdSuite 241Libertyville, IL 60048
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$15,699,104

2024 Contributions

$610,469

Historical Graphs

Total Assets Over Time

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

$15,699,104$7,849,552$0199920122024YearValue
$15,699,104Latest year 2024

Participants Over Time

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

52260199920122024YearValue
48Latest year 2024

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
2024148$15,699,104$610,469$12,718iApproximate average salary by contribution assumption: employee only about $317,953 at 4% or $211,968 at 6%; with 50% employer match about $211,968 at 4% or $141,312 at 6%; with 100% employer match about $158,976 at 4% or $105,984 at 6%.
Lake Heart Specialists Retirement Plan-48$15,699,104$610,469$12,718iApproximate average salary by contribution assumption: employee only about $317,953 at 4% or $211,968 at 6%; with 50% employer match about $211,968 at 4% or $141,312 at 6%; with 100% employer match about $158,976 at 4% or $105,984 at 6%.
2023152$13,651,003$565,942$10,884iApproximate average salary by contribution assumption: employee only about $272,088 at 4% or $181,392 at 6%; with 50% employer match about $181,392 at 4% or $120,928 at 6%; with 100% employer match about $136,044 at 4% or $90,696 at 6%.
Lake Heart Specialists Retirement Plan-52$13,651,003$565,942$10,884iApproximate average salary by contribution assumption: employee only about $272,088 at 4% or $181,392 at 6%; with 50% employer match about $181,392 at 4% or $120,928 at 6%; with 100% employer match about $136,044 at 4% or $90,696 at 6%.
2022151$11,490,656$549,509$10,775iApproximate average salary by contribution assumption: employee only about $269,367 at 4% or $179,578 at 6%; with 50% employer match about $179,578 at 4% or $119,719 at 6%; with 100% employer match about $134,684 at 4% or $89,789 at 6%.
Lake Heart Specialists Retirement Plan-51$11,490,656$549,509$10,775iApproximate average salary by contribution assumption: employee only about $269,367 at 4% or $179,578 at 6%; with 50% employer match about $179,578 at 4% or $119,719 at 6%; with 100% employer match about $134,684 at 4% or $89,789 at 6%.
2021146$13,084,382$541,627$11,775iApproximate average salary by contribution assumption: employee only about $294,363 at 4% or $196,242 at 6%; with 50% employer match about $196,242 at 4% or $130,828 at 6%; with 100% employer match about $147,181 at 4% or $98,121 at 6%.
Lake Heart Specialists Retirement Plan-46$13,084,382$541,627$11,775iApproximate average salary by contribution assumption: employee only about $294,363 at 4% or $196,242 at 6%; with 50% employer match about $196,242 at 4% or $130,828 at 6%; with 100% employer match about $147,181 at 4% or $98,121 at 6%.
2020141$10,834,542$201,075$4,904iApproximate average salary by contribution assumption: employee only about $122,607 at 4% or $81,738 at 6%; with 50% employer match about $81,738 at 4% or $54,492 at 6%; with 100% employer match about $61,303 at 4% or $40,869 at 6%.
Lake Heart Specialists Retirement Plan-41$10,834,542$201,075$4,904iApproximate average salary by contribution assumption: employee only about $122,607 at 4% or $81,738 at 6%; with 50% employer match about $81,738 at 4% or $54,492 at 6%; with 100% employer match about $61,303 at 4% or $40,869 at 6%.
2019144$9,461,938$487,466$11,079iApproximate average salary by contribution assumption: employee only about $276,969 at 4% or $184,646 at 6%; with 50% employer match about $184,646 at 4% or $123,097 at 6%; with 100% employer match about $138,485 at 4% or $92,323 at 6%.
Lake Heart Specialists Retirement Plan-44$9,461,938$487,466$11,079iApproximate average salary by contribution assumption: employee only about $276,969 at 4% or $184,646 at 6%; with 50% employer match about $184,646 at 4% or $123,097 at 6%; with 100% employer match about $138,485 at 4% or $92,323 at 6%.
2018141$7,588,686$507,832$12,386iApproximate average salary by contribution assumption: employee only about $309,654 at 4% or $206,436 at 6%; with 50% employer match about $206,436 at 4% or $137,624 at 6%; with 100% employer match about $154,827 at 4% or $103,218 at 6%.
Lake Heart Specialists Retirement Plan-41$7,588,686$507,832$12,386iApproximate average salary by contribution assumption: employee only about $309,654 at 4% or $206,436 at 6%; with 50% employer match about $206,436 at 4% or $137,624 at 6%; with 100% employer match about $154,827 at 4% or $103,218 at 6%.
2017135$7,537,744$410,514$11,729iApproximate average salary by contribution assumption: employee only about $293,224 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,612 at 4% or $97,741 at 6%.
Lake Heart Specialists Retirement Plan-35$7,537,744$410,514$11,729iApproximate average salary by contribution assumption: employee only about $293,224 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,612 at 4% or $97,741 at 6%.
2016136$6,167,739$461,789$12,827iApproximate average salary by contribution assumption: employee only about $320,687 at 4% or $213,791 at 6%; with 50% employer match about $213,791 at 4% or $142,527 at 6%; with 100% employer match about $160,343 at 4% or $106,896 at 6%.
Lake Heart Specialists Retirement Plan-36$6,167,739$461,789$12,827iApproximate average salary by contribution assumption: employee only about $320,687 at 4% or $213,791 at 6%; with 50% employer match about $213,791 at 4% or $142,527 at 6%; with 100% employer match about $160,343 at 4% or $106,896 at 6%.
2015141$5,488,800$382,255$9,323iApproximate average salary by contribution assumption: employee only about $233,082 at 4% or $155,388 at 6%; with 50% employer match about $155,388 at 4% or $103,592 at 6%; with 100% employer match about $116,541 at 4% or $77,694 at 6%.
Lake Heart Specialists Retirement Plan-41$5,488,800$382,255$9,323iApproximate average salary by contribution assumption: employee only about $233,082 at 4% or $155,388 at 6%; with 50% employer match about $155,388 at 4% or $103,592 at 6%; with 100% employer match about $116,541 at 4% or $77,694 at 6%.
2014140$5,034,666$359,102$8,978iApproximate average salary by contribution assumption: employee only about $224,439 at 4% or $149,626 at 6%; with 50% employer match about $149,626 at 4% or $99,751 at 6%; with 100% employer match about $112,219 at 4% or $74,813 at 6%.
Lake Heart Specialists Retirement Plan-40$5,034,666$359,102$8,978iApproximate average salary by contribution assumption: employee only about $224,439 at 4% or $149,626 at 6%; with 50% employer match about $149,626 at 4% or $99,751 at 6%; with 100% employer match about $112,219 at 4% or $74,813 at 6%.
2013134$4,428,600$314,267$9,243iApproximate average salary by contribution assumption: employee only about $231,079 at 4% or $154,052 at 6%; with 50% employer match about $154,052 at 4% or $102,702 at 6%; with 100% employer match about $115,539 at 4% or $77,026 at 6%.
Lake Heart Specialists Retirement Plan-34$4,428,600$314,267$9,243iApproximate average salary by contribution assumption: employee only about $231,079 at 4% or $154,052 at 6%; with 50% employer match about $154,052 at 4% or $102,702 at 6%; with 100% employer match about $115,539 at 4% or $77,026 at 6%.
2012139$3,688,661$303,794$7,790iApproximate average salary by contribution assumption: employee only about $194,740 at 4% or $129,826 at 6%; with 50% employer match about $129,826 at 4% or $86,551 at 6%; with 100% employer match about $97,370 at 4% or $64,913 at 6%.
Lake Heart Specialists Retirement Plan-39$3,688,661$303,794$7,790iApproximate average salary by contribution assumption: employee only about $194,740 at 4% or $129,826 at 6%; with 50% employer match about $129,826 at 4% or $86,551 at 6%; with 100% employer match about $97,370 at 4% or $64,913 at 6%.
2011133$3,708,151$315,072$9,548iApproximate average salary by contribution assumption: employee only about $238,691 at 4% or $159,127 at 6%; with 50% employer match about $159,127 at 4% or $106,085 at 6%; with 100% employer match about $119,345 at 4% or $79,564 at 6%.
Lake Heart Specialists Retirement Plan-33$3,708,151$315,072$9,548iApproximate average salary by contribution assumption: employee only about $238,691 at 4% or $159,127 at 6%; with 50% employer match about $159,127 at 4% or $106,085 at 6%; with 100% employer match about $119,345 at 4% or $79,564 at 6%.
2010129$3,405,737$381,038$13,139iApproximate average salary by contribution assumption: employee only about $328,481 at 4% or $218,987 at 6%; with 50% employer match about $218,987 at 4% or $145,992 at 6%; with 100% employer match about $164,241 at 4% or $109,494 at 6%.
Lake Heart Specialists Retirement Plan-29$3,405,737$381,038$13,139iApproximate average salary by contribution assumption: employee only about $328,481 at 4% or $218,987 at 6%; with 50% employer match about $218,987 at 4% or $145,992 at 6%; with 100% employer match about $164,241 at 4% or $109,494 at 6%.
2009128$2,901,926$388,508$13,875iApproximate average salary by contribution assumption: employee only about $346,882 at 4% or $231,255 at 6%; with 50% employer match about $231,255 at 4% or $154,170 at 6%; with 100% employer match about $173,441 at 4% or $115,627 at 6%.
Lake Heart Specialists Retirement Plan-28$2,901,926$388,508$13,875iApproximate average salary by contribution assumption: employee only about $346,882 at 4% or $231,255 at 6%; with 50% employer match about $231,255 at 4% or $154,170 at 6%; with 100% employer match about $173,441 at 4% or $115,627 at 6%.
2008125$2,266,722$361,194$14,448iApproximate average salary by contribution assumption: employee only about $361,194 at 4% or $240,796 at 6%; with 50% employer match about $240,796 at 4% or $160,531 at 6%; with 100% employer match about $180,597 at 4% or $120,398 at 6%.
Lake Heart Specialists Retirement Plan-25$2,266,722$361,194$14,448iApproximate average salary by contribution assumption: employee only about $361,194 at 4% or $240,796 at 6%; with 50% employer match about $240,796 at 4% or $160,531 at 6%; with 100% employer match about $180,597 at 4% or $120,398 at 6%.
2007118$2,383,068$288,748$16,042iApproximate average salary by contribution assumption: employee only about $401,039 at 4% or $267,359 at 6%; with 50% employer match about $267,359 at 4% or $178,240 at 6%; with 100% employer match about $200,519 at 4% or $133,680 at 6%.
Lake Heart Specialists Retirement Plan-18$2,383,068$288,748$16,042iApproximate average salary by contribution assumption: employee only about $401,039 at 4% or $267,359 at 6%; with 50% employer match about $267,359 at 4% or $178,240 at 6%; with 100% employer match about $200,519 at 4% or $133,680 at 6%.
2006120$2,143,993$272,575$13,629iApproximate average salary by contribution assumption: employee only about $340,719 at 4% or $227,146 at 6%; with 50% employer match about $227,146 at 4% or $151,431 at 6%; with 100% employer match about $170,359 at 4% or $113,573 at 6%.
Lake Heart Specialists Retirement Plan-20$2,143,993$272,575$13,629iApproximate average salary by contribution assumption: employee only about $340,719 at 4% or $227,146 at 6%; with 50% employer match about $227,146 at 4% or $151,431 at 6%; with 100% employer match about $170,359 at 4% or $113,573 at 6%.
2005119$1,736,196$257,237$13,539iApproximate average salary by contribution assumption: employee only about $338,470 at 4% or $225,646 at 6%; with 50% employer match about $225,646 at 4% or $150,431 at 6%; with 100% employer match about $169,235 at 4% or $112,823 at 6%.
Lake Heart Specialists Retirement Plan-19$1,736,196$257,237$13,539iApproximate average salary by contribution assumption: employee only about $338,470 at 4% or $225,646 at 6%; with 50% employer match about $225,646 at 4% or $150,431 at 6%; with 100% employer match about $169,235 at 4% or $112,823 at 6%.
2004111$1,418,405$156,953$14,268iApproximate average salary by contribution assumption: employee only about $356,711 at 4% or $237,808 at 6%; with 50% employer match about $237,808 at 4% or $158,538 at 6%; with 100% employer match about $178,356 at 4% or $118,904 at 6%.
Lake Heart Specialists Retirement Plan-11$1,418,405$156,953$14,268iApproximate average salary by contribution assumption: employee only about $356,711 at 4% or $237,808 at 6%; with 50% employer match about $237,808 at 4% or $158,538 at 6%; with 100% employer match about $178,356 at 4% or $118,904 at 6%.
200317$1,199,385$142,602$20,372iApproximate average salary by contribution assumption: employee only about $509,293 at 4% or $339,529 at 6%; with 50% employer match about $339,529 at 4% or $226,352 at 6%; with 100% employer match about $254,646 at 4% or $169,764 at 6%.
Lake Heart Specialists Retirement Plan-7$1,199,385$142,602$20,372iApproximate average salary by contribution assumption: employee only about $509,293 at 4% or $339,529 at 6%; with 50% employer match about $339,529 at 4% or $226,352 at 6%; with 100% employer match about $254,646 at 4% or $169,764 at 6%.
200226$925,976$101,957$16,993iApproximate average salary by contribution assumption: employee only about $424,821 at 4% or $283,214 at 6%; with 50% employer match about $283,214 at 4% or $188,809 at 6%; with 100% employer match about $212,410 at 4% or $141,607 at 6%.
Lake Heart Specialists Retirement Plan-6$925,976$101,957$16,993iApproximate average salary by contribution assumption: employee only about $424,821 at 4% or $283,214 at 6%; with 50% employer match about $283,214 at 4% or $188,809 at 6%; with 100% employer match about $212,410 at 4% or $141,607 at 6%.
Drs. Jajeh & Koch, S.C. Pension Plan and Trust-0---
200126$947,201$92,252$15,375iApproximate average salary by contribution assumption: employee only about $384,383 at 4% or $256,256 at 6%; with 50% employer match about $256,256 at 4% or $170,837 at 6%; with 100% employer match about $192,192 at 4% or $128,128 at 6%.
Drs. Jajeh & Koch, S.C. Pension Plan and Trust-6$560,450$46,654$7,776iApproximate average salary by contribution assumption: employee only about $194,392 at 4% or $129,594 at 6%; with 50% employer match about $129,594 at 4% or $86,396 at 6%; with 100% employer match about $97,196 at 4% or $64,797 at 6%.
Lake Heart Specialists Retirement Plan-6$386,751$45,598$7,600iApproximate average salary by contribution assumption: employee only about $189,992 at 4% or $126,661 at 6%; with 50% employer match about $126,661 at 4% or $84,441 at 6%; with 100% employer match about $94,996 at 4% or $63,331 at 6%.
200025$955,359$74,402$14,880iApproximate average salary by contribution assumption: employee only about $372,010 at 4% or $248,007 at 6%; with 50% employer match about $248,007 at 4% or $165,338 at 6%; with 100% employer match about $186,005 at 4% or $124,003 at 6%.
Drs. Jajeh & Koch, S.C. Pension Plan and Trust-5$577,832$43,935$8,787iApproximate average salary by contribution assumption: employee only about $219,675 at 4% or $146,450 at 6%; with 50% employer match about $146,450 at 4% or $97,633 at 6%; with 100% employer match about $109,838 at 4% or $73,225 at 6%.
Lake Heart Specialists Retirement Plan-5$377,527$30,467$6,093iApproximate average salary by contribution assumption: employee only about $152,335 at 4% or $101,557 at 6%; with 50% employer match about $101,557 at 4% or $67,704 at 6%; with 100% employer match about $76,168 at 4% or $50,778 at 6%.
199925$869,411$74,989$14,998iApproximate average salary by contribution assumption: employee only about $374,945 at 4% or $249,963 at 6%; with 50% employer match about $249,963 at 4% or $166,642 at 6%; with 100% employer match about $187,473 at 4% or $124,982 at 6%.
Drs. Jajeh & Koch, S.C. Pension Plan and Trust-5$535,448$41,585$8,317iApproximate average salary by contribution assumption: employee only about $207,925 at 4% or $138,617 at 6%; with 50% employer match about $138,617 at 4% or $92,411 at 6%; with 100% employer match about $103,963 at 4% or $69,308 at 6%.
Lake Heart Specialists Retirement Plan-5$333,963$33,404$6,681iApproximate average salary by contribution assumption: employee only about $167,020 at 4% or $111,347 at 6%; with 50% employer match about $111,347 at 4% or $74,231 at 6%; with 100% employer match about $83,510 at 4% or $55,673 at 6%.