Civic Intelligence

The Lakewoods Inc.

Plan context: The Lakewoods Savings & Retirement Plan

EIN 39-0417847 • Little Chute, WI • 20 filings • 4 plans

C/O Retirement Strategies, Llc107 W Main StreetLittle Chute, WI 54140
Current Snapshot

Latest Year

2013

2013 Participants

27

2013 Assets

$521,857

2013 Contributions

$33,019

Historical Graphs

Total Assets Over Time

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

$521,857$260,929$0199920082013YearValue
$521,857Latest year 2013

Participants Over Time

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

41210199920062013YearValue
27Latest year 2013

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
2013127$521,857$33,019$1,223iApproximate average salary by contribution assumption: employee only about $30,573 at 4% or $20,382 at 6%; with 50% employer match about $20,382 at 4% or $13,588 at 6%; with 100% employer match about $15,287 at 4% or $10,191 at 6%.
The Lakewoods Savings & Retirement Plan-27$521,857$33,019$1,223iApproximate average salary by contribution assumption: employee only about $30,573 at 4% or $20,382 at 6%; with 50% employer match about $20,382 at 4% or $13,588 at 6%; with 100% employer match about $15,287 at 4% or $10,191 at 6%.
2012131$456,753$32,407$1,045iApproximate average salary by contribution assumption: employee only about $26,135 at 4% or $17,423 at 6%; with 50% employer match about $17,423 at 4% or $11,615 at 6%; with 100% employer match about $13,067 at 4% or $8,712 at 6%.
The Lakewoods Savings & Retirement Plan-31$456,753$32,407$1,045iApproximate average salary by contribution assumption: employee only about $26,135 at 4% or $17,423 at 6%; with 50% employer match about $17,423 at 4% or $11,615 at 6%; with 100% employer match about $13,067 at 4% or $8,712 at 6%.
2011129$396,938$33,124$1,142iApproximate average salary by contribution assumption: employee only about $28,555 at 4% or $19,037 at 6%; with 50% employer match about $19,037 at 4% or $12,691 at 6%; with 100% employer match about $14,278 at 4% or $9,518 at 6%.
The Lakewoods Savings & Retirement Plan-29$396,938$33,124$1,142iApproximate average salary by contribution assumption: employee only about $28,555 at 4% or $19,037 at 6%; with 50% employer match about $19,037 at 4% or $12,691 at 6%; with 100% employer match about $14,278 at 4% or $9,518 at 6%.
2010130$409,495$39,115$1,304iApproximate average salary by contribution assumption: employee only about $32,596 at 4% or $21,731 at 6%; with 50% employer match about $21,731 at 4% or $14,487 at 6%; with 100% employer match about $16,298 at 4% or $10,865 at 6%.
The Lakewoods Savings & Retirement Plan-30$409,495$39,115$1,304iApproximate average salary by contribution assumption: employee only about $32,596 at 4% or $21,731 at 6%; with 50% employer match about $21,731 at 4% or $14,487 at 6%; with 100% employer match about $16,298 at 4% or $10,865 at 6%.
2009127$339,625$34,676$1,284iApproximate average salary by contribution assumption: employee only about $32,107 at 4% or $21,405 at 6%; with 50% employer match about $21,405 at 4% or $14,270 at 6%; with 100% employer match about $16,054 at 4% or $10,702 at 6%.
The Lakewoods Savings & Retirement Plan-27$339,625$34,676$1,284iApproximate average salary by contribution assumption: employee only about $32,107 at 4% or $21,405 at 6%; with 50% employer match about $21,405 at 4% or $14,270 at 6%; with 100% employer match about $16,054 at 4% or $10,702 at 6%.
2008141$271,298$34,169$833iApproximate average salary by contribution assumption: employee only about $20,835 at 4% or $13,890 at 6%; with 50% employer match about $13,890 at 4% or $9,260 at 6%; with 100% employer match about $10,417 at 4% or $6,945 at 6%.
The Lakewoods Savings & Retirement Plan-41$271,298$34,169$833iApproximate average salary by contribution assumption: employee only about $20,835 at 4% or $13,890 at 6%; with 50% employer match about $13,890 at 4% or $9,260 at 6%; with 100% employer match about $10,417 at 4% or $6,945 at 6%.
2007136$0$0-
The Lakewoods Savings & Retirement Plan-36---
2006131$333,647$35,997$1,161iApproximate average salary by contribution assumption: employee only about $29,030 at 4% or $19,353 at 6%; with 50% employer match about $19,353 at 4% or $12,902 at 6%; with 100% employer match about $14,515 at 4% or $9,677 at 6%.
The Lakewoods Savings & Retirement Plan-31$333,647$35,997$1,161iApproximate average salary by contribution assumption: employee only about $29,030 at 4% or $19,353 at 6%; with 50% employer match about $19,353 at 4% or $12,902 at 6%; with 100% employer match about $14,515 at 4% or $9,677 at 6%.
2005131$360,228$34,791$1,122iApproximate average salary by contribution assumption: employee only about $28,057 at 4% or $18,705 at 6%; with 50% employer match about $18,705 at 4% or $12,470 at 6%; with 100% employer match about $14,029 at 4% or $9,352 at 6%.
The Lakewoods Savings & Retirement Plan-31$360,228$34,791$1,122iApproximate average salary by contribution assumption: employee only about $28,057 at 4% or $18,705 at 6%; with 50% employer match about $18,705 at 4% or $12,470 at 6%; with 100% employer match about $14,029 at 4% or $9,352 at 6%.
2004230$347,964$194,222$6,474iApproximate average salary by contribution assumption: employee only about $161,852 at 4% or $107,901 at 6%; with 50% employer match about $107,901 at 4% or $71,934 at 6%; with 100% employer match about $80,926 at 4% or $53,951 at 6%.
The Lakewoods Savings & Retirement Plan-30$338,199$41,876$1,396iApproximate average salary by contribution assumption: employee only about $34,897 at 4% or $23,264 at 6%; with 50% employer match about $23,264 at 4% or $15,510 at 6%; with 100% employer match about $17,448 at 4% or $11,632 at 6%.
LAKEWOODS, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN-7$9,765$152,346$21,764iApproximate average salary by contribution assumption: employee only about $544,093 at 4% or $362,729 at 6%; with 50% employer match about $362,729 at 4% or $241,819 at 6%; with 100% employer match about $272,046 at 4% or $181,364 at 6%.
2003236$305,094$44,971$1,249iApproximate average salary by contribution assumption: employee only about $31,230 at 4% or $20,820 at 6%; with 50% employer match about $20,820 at 4% or $13,880 at 6%; with 100% employer match about $15,615 at 4% or $10,410 at 6%.
The Lakewoods Savings & Retirement Plan-36$305,094$44,971$1,249iApproximate average salary by contribution assumption: employee only about $31,230 at 4% or $20,820 at 6%; with 50% employer match about $20,820 at 4% or $13,880 at 6%; with 100% employer match about $15,615 at 4% or $10,410 at 6%.
LAKEWOODS, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN-12---
2002234$0$0-
LAKEWOODS, INC. S/F MEDICAL REIMBURSEMENT PLAN-17---
The Lakewoods Savings & Retirement Plan-34---
2001236$0$0-
LAKEWOODS, INC. S/F MEDICAL REIMBURSEMENT PLAN-18---
The Lakewoods Savings & Retirement Plan-36---
2000234$0$0-
The Lakewoods Savings & Retirement Plan-34---
LAKEWOODS, INC. S/F MEDICAL REIMBURSEMENT PLAN-22---
1999135$244,316$32,216$920iApproximate average salary by contribution assumption: employee only about $23,011 at 4% or $15,341 at 6%; with 50% employer match about $15,341 at 4% or $10,227 at 6%; with 100% employer match about $11,506 at 4% or $7,670 at 6%.
The Lakewoods Savings & Retirement Plan-35$244,316$32,216$920iApproximate average salary by contribution assumption: employee only about $23,011 at 4% or $15,341 at 6%; with 50% employer match about $15,341 at 4% or $10,227 at 6%; with 100% employer match about $11,506 at 4% or $7,670 at 6%.