Lake Sherwood Estates Association
Plan context: Lake Sherwood Estates Association 401(K) Profit Sharing Plan
EIN 43-1025328 • Lake Sherwood, MO • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$213,781
2024 Contributions
$183,364
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 11 | $213,781 | $183,364 | $16,669iApproximate average salary by contribution assumption: employee only about $416,736 at 4% or $277,824 at 6%; with 50% employer match about $277,824 at 4% or $185,216 at 6%; with 100% employer match about $208,368 at 4% or $138,912 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 11 | $213,781 | $45,451 | $4,132iApproximate average salary by contribution assumption: employee only about $103,298 at 4% or $68,865 at 6%; with 50% employer match about $68,865 at 4% or $45,910 at 6%; with 100% employer match about $51,649 at 4% or $34,433 at 6%. |
| LAKE SHERWOOD ESTATES ASSN. MCF BENEFIT PLAN | - | 0 | $0 | $137,913 | - |
| 2023 | 2 | 16 | $164,642 | $174,865 | $10,929iApproximate average salary by contribution assumption: employee only about $273,227 at 4% or $182,151 at 6%; with 50% employer match about $182,151 at 4% or $121,434 at 6%; with 100% employer match about $136,613 at 4% or $91,076 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 12 | $157,634 | $34,643 | $2,887iApproximate average salary by contribution assumption: employee only about $72,173 at 4% or $48,115 at 6%; with 50% employer match about $48,115 at 4% or $32,077 at 6%; with 100% employer match about $36,086 at 4% or $24,058 at 6%. |
| LAKE SHERWOOD ESTATES ASSN. MCF BENEFIT PLAN | - | 16 | $7,008 | $140,222 | $8,764iApproximate average salary by contribution assumption: employee only about $219,097 at 4% or $146,065 at 6%; with 50% employer match about $146,065 at 4% or $97,376 at 6%; with 100% employer match about $109,548 at 4% or $73,032 at 6%. |
| 2022 | 2 | 11 | $125,130 | $127,466 | $11,588iApproximate average salary by contribution assumption: employee only about $289,695 at 4% or $193,130 at 6%; with 50% employer match about $193,130 at 4% or $128,754 at 6%; with 100% employer match about $144,848 at 4% or $96,565 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 11 | $121,273 | $12,206 | $1,110iApproximate average salary by contribution assumption: employee only about $27,741 at 4% or $18,494 at 6%; with 50% employer match about $18,494 at 4% or $12,329 at 6%; with 100% employer match about $13,870 at 4% or $9,247 at 6%. |
| LAKE SHERWOOD ESTATES ASSN. MCF BENEFIT PLAN | - | 10 | $3,857 | $115,260 | $11,526iApproximate average salary by contribution assumption: employee only about $288,150 at 4% or $192,100 at 6%; with 50% employer match about $192,100 at 4% or $128,067 at 6%; with 100% employer match about $144,075 at 4% or $96,050 at 6%. |
| 2021 | 2 | 12 | $265,655 | $119,205 | $9,934iApproximate average salary by contribution assumption: employee only about $248,344 at 4% or $165,563 at 6%; with 50% employer match about $165,563 at 4% or $110,375 at 6%; with 100% employer match about $124,172 at 4% or $82,781 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 12 | $263,254 | $15,164 | $1,264iApproximate average salary by contribution assumption: employee only about $31,592 at 4% or $21,061 at 6%; with 50% employer match about $21,061 at 4% or $14,041 at 6%; with 100% employer match about $15,796 at 4% or $10,531 at 6%. |
| LAKE SHERWOOD ESTATES ASSN. MCF BENEFIT PLAN | - | 9 | $2,401 | $104,041 | $11,560iApproximate average salary by contribution assumption: employee only about $289,003 at 4% or $192,669 at 6%; with 50% employer match about $192,669 at 4% or $128,446 at 6%; with 100% employer match about $144,501 at 4% or $96,334 at 6%. |
| 2020 | 2 | 19 | $231,124 | $33,837 | $1,781iApproximate average salary by contribution assumption: employee only about $44,522 at 4% or $29,682 at 6%; with 50% employer match about $29,682 at 4% or $19,788 at 6%; with 100% employer match about $22,261 at 4% or $14,841 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 19 | $230,916 | $25,188 | $1,326iApproximate average salary by contribution assumption: employee only about $33,142 at 4% or $22,095 at 6%; with 50% employer match about $22,095 at 4% or $14,730 at 6%; with 100% employer match about $16,571 at 4% or $11,047 at 6%. |
| LAKE SHERWOOD ESTATES ASSN. MCF BENEFIT PLAN | - | 9 | $208 | $8,649 | $961iApproximate average salary by contribution assumption: employee only about $24,025 at 4% or $16,017 at 6%; with 50% employer match about $16,017 at 4% or $10,678 at 6%; with 100% employer match about $12,013 at 4% or $8,008 at 6%. |
| 2019 | 1 | 13 | $195,858 | $29,618 | $2,278iApproximate average salary by contribution assumption: employee only about $56,958 at 4% or $37,972 at 6%; with 50% employer match about $37,972 at 4% or $25,315 at 6%; with 100% employer match about $28,479 at 4% or $18,986 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 13 | $195,858 | $29,618 | $2,278iApproximate average salary by contribution assumption: employee only about $56,958 at 4% or $37,972 at 6%; with 50% employer match about $37,972 at 4% or $25,315 at 6%; with 100% employer match about $28,479 at 4% or $18,986 at 6%. |
| 2018 | 1 | 13 | $178,996 | $21,237 | $1,634iApproximate average salary by contribution assumption: employee only about $40,840 at 4% or $27,227 at 6%; with 50% employer match about $27,227 at 4% or $18,151 at 6%; with 100% employer match about $20,420 at 4% or $13,613 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 13 | $178,996 | $21,237 | $1,634iApproximate average salary by contribution assumption: employee only about $40,840 at 4% or $27,227 at 6%; with 50% employer match about $27,227 at 4% or $18,151 at 6%; with 100% employer match about $20,420 at 4% or $13,613 at 6%. |
| 2017 | 1 | 13 | $227,448 | $23,565 | $1,813iApproximate average salary by contribution assumption: employee only about $45,317 at 4% or $30,212 at 6%; with 50% employer match about $30,212 at 4% or $20,141 at 6%; with 100% employer match about $22,659 at 4% or $15,106 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 13 | $227,448 | $23,565 | $1,813iApproximate average salary by contribution assumption: employee only about $45,317 at 4% or $30,212 at 6%; with 50% employer match about $30,212 at 4% or $20,141 at 6%; with 100% employer match about $22,659 at 4% or $15,106 at 6%. |
| 2016 | 1 | 15 | $185,795 | $22,637 | $1,509iApproximate average salary by contribution assumption: employee only about $37,728 at 4% or $25,152 at 6%; with 50% employer match about $25,152 at 4% or $16,768 at 6%; with 100% employer match about $18,864 at 4% or $12,576 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 15 | $185,795 | $22,637 | $1,509iApproximate average salary by contribution assumption: employee only about $37,728 at 4% or $25,152 at 6%; with 50% employer match about $25,152 at 4% or $16,768 at 6%; with 100% employer match about $18,864 at 4% or $12,576 at 6%. |
| 2015 | 1 | 16 | $155,678 | $45,042 | $2,815iApproximate average salary by contribution assumption: employee only about $70,378 at 4% or $46,919 at 6%; with 50% employer match about $46,919 at 4% or $31,279 at 6%; with 100% employer match about $35,189 at 4% or $23,459 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 16 | $155,678 | $45,042 | $2,815iApproximate average salary by contribution assumption: employee only about $70,378 at 4% or $46,919 at 6%; with 50% employer match about $46,919 at 4% or $31,279 at 6%; with 100% employer match about $35,189 at 4% or $23,459 at 6%. |
| 2014 | 1 | 9 | $115,351 | $12,321 | $1,369iApproximate average salary by contribution assumption: employee only about $34,225 at 4% or $22,817 at 6%; with 50% employer match about $22,817 at 4% or $15,211 at 6%; with 100% employer match about $17,113 at 4% or $11,408 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 9 | $115,351 | $12,321 | $1,369iApproximate average salary by contribution assumption: employee only about $34,225 at 4% or $22,817 at 6%; with 50% employer match about $22,817 at 4% or $15,211 at 6%; with 100% employer match about $17,113 at 4% or $11,408 at 6%. |
| 2013 | 1 | 10 | $108,294 | $19,852 | $1,985iApproximate average salary by contribution assumption: employee only about $49,630 at 4% or $33,087 at 6%; with 50% employer match about $33,087 at 4% or $22,058 at 6%; with 100% employer match about $24,815 at 4% or $16,543 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 10 | $108,294 | $19,852 | $1,985iApproximate average salary by contribution assumption: employee only about $49,630 at 4% or $33,087 at 6%; with 50% employer match about $33,087 at 4% or $22,058 at 6%; with 100% employer match about $24,815 at 4% or $16,543 at 6%. |
| 2012 | 1 | 15 | $104,257 | $30,394 | $2,026iApproximate average salary by contribution assumption: employee only about $50,657 at 4% or $33,771 at 6%; with 50% employer match about $33,771 at 4% or $22,514 at 6%; with 100% employer match about $25,328 at 4% or $16,886 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 15 | $104,257 | $30,394 | $2,026iApproximate average salary by contribution assumption: employee only about $50,657 at 4% or $33,771 at 6%; with 50% employer match about $33,771 at 4% or $22,514 at 6%; with 100% employer match about $25,328 at 4% or $16,886 at 6%. |
| 2011 | 1 | 17 | $69,723 | $25,160 | $1,480iApproximate average salary by contribution assumption: employee only about $37,000 at 4% or $24,667 at 6%; with 50% employer match about $24,667 at 4% or $16,444 at 6%; with 100% employer match about $18,500 at 4% or $12,333 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 17 | $69,723 | $25,160 | $1,480iApproximate average salary by contribution assumption: employee only about $37,000 at 4% or $24,667 at 6%; with 50% employer match about $24,667 at 4% or $16,444 at 6%; with 100% employer match about $18,500 at 4% or $12,333 at 6%. |
| 2010 | 1 | 17 | $101,208 | $23,599 | $1,388iApproximate average salary by contribution assumption: employee only about $34,704 at 4% or $23,136 at 6%; with 50% employer match about $23,136 at 4% or $15,424 at 6%; with 100% employer match about $17,352 at 4% or $11,568 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 17 | $101,208 | $23,599 | $1,388iApproximate average salary by contribution assumption: employee only about $34,704 at 4% or $23,136 at 6%; with 50% employer match about $23,136 at 4% or $15,424 at 6%; with 100% employer match about $17,352 at 4% or $11,568 at 6%. |
| 2009 | 1 | 20 | $478 | $478 | $24iApproximate average salary by contribution assumption: employee only about $598 at 4% or $398 at 6%; with 50% employer match about $398 at 4% or $266 at 6%; with 100% employer match about $299 at 4% or $199 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 20 | $478 | $478 | $24iApproximate average salary by contribution assumption: employee only about $598 at 4% or $398 at 6%; with 50% employer match about $398 at 4% or $266 at 6%; with 100% employer match about $299 at 4% or $199 at 6%. |
| 2008 | 1 | 15 | $43,437 | $35,492 | $2,366iApproximate average salary by contribution assumption: employee only about $59,153 at 4% or $39,436 at 6%; with 50% employer match about $39,436 at 4% or $26,290 at 6%; with 100% employer match about $29,577 at 4% or $19,718 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 15 | $43,437 | $35,492 | $2,366iApproximate average salary by contribution assumption: employee only about $59,153 at 4% or $39,436 at 6%; with 50% employer match about $39,436 at 4% or $26,290 at 6%; with 100% employer match about $29,577 at 4% or $19,718 at 6%. |
| 2007 | 1 | 15 | $22,396 | $22,255 | $1,484iApproximate average salary by contribution assumption: employee only about $37,092 at 4% or $24,728 at 6%; with 50% employer match about $24,728 at 4% or $16,485 at 6%; with 100% employer match about $18,546 at 4% or $12,364 at 6%. |
| Lake Sherwood Estates Association 401(K) Profit Sharing Plan | - | 15 | $22,396 | $22,255 | $1,484iApproximate average salary by contribution assumption: employee only about $37,092 at 4% or $24,728 at 6%; with 50% employer match about $24,728 at 4% or $16,485 at 6%; with 100% employer match about $18,546 at 4% or $12,364 at 6%. |