Civic Intelligence

Lake Road Management LLC

Plan context: Lake Road Management LLC Defined Benefit Pension Plan

EIN 47-1475290 • Palisades, NY • 4 filings • 3 plans

10 Kopac LanePalisades, NY 10964
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,912,407

2017 Contributions

$150,000

Historical Graphs

Total Assets Over Time

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

$1,912,407$956,204$0201420162017YearValue
$1,912,407Latest year 2017

Participants Over Time

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

210201420162017YearValue
1Latest year 2017

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
201711$1,912,407$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Lake Road Management LLC Defined Benefit Pension Plan-1$1,912,407$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201612$1,413,511$131,325$65,663iApproximate average salary by contribution assumption: employee only about $1,641,563 at 4% or $1,094,375 at 6%; with 50% employer match about $1,094,375 at 4% or $729,583 at 6%; with 100% employer match about $820,781 at 4% or $547,188 at 6%.
Lake Road Management LLC Defined Benefit Pension Plan-2$1,413,511$131,325$65,663iApproximate average salary by contribution assumption: employee only about $1,641,563 at 4% or $1,094,375 at 6%; with 50% employer match about $1,094,375 at 4% or $729,583 at 6%; with 100% employer match about $820,781 at 4% or $547,188 at 6%.
201512$1,167,428$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Lake Road Management LLC Defined Benefit Pension Plan-2$1,167,428$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201412$1,149,269$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Lake Road Management LLC Defined Benefit Pension Plan-2$1,149,269$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.