SHEPHERD SENIOR LIVING, LLC
Plan context: Countryside Lakes Inc. 401(K) Retirement Plan
EIN 59-2998168 • Port Orange, FL • 14 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
20
2023 Assets
$429,719
2023 Contributions
$28,343
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 0 | - | - | - |
| 2022 | 1 | 20 | $429,719 | $0 | - |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 20 | $429,719 | - | - |
| 2021 | 1 | 31 | $649,777 | $28,343 | $914iApproximate average salary by contribution assumption: employee only about $22,857 at 4% or $15,238 at 6%; with 50% employer match about $15,238 at 4% or $10,159 at 6%; with 100% employer match about $11,429 at 4% or $7,619 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 31 | $649,777 | $28,343 | $914iApproximate average salary by contribution assumption: employee only about $22,857 at 4% or $15,238 at 6%; with 50% employer match about $15,238 at 4% or $10,159 at 6%; with 100% employer match about $11,429 at 4% or $7,619 at 6%. |
| 2020 | 1 | 35 | $585,471 | $47,719 | $1,363iApproximate average salary by contribution assumption: employee only about $34,085 at 4% or $22,723 at 6%; with 50% employer match about $22,723 at 4% or $15,149 at 6%; with 100% employer match about $17,043 at 4% or $11,362 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 35 | $585,471 | $47,719 | $1,363iApproximate average salary by contribution assumption: employee only about $34,085 at 4% or $22,723 at 6%; with 50% employer match about $22,723 at 4% or $15,149 at 6%; with 100% employer match about $17,043 at 4% or $11,362 at 6%. |
| 2019 | 1 | 39 | $591,208 | $44,498 | $1,141iApproximate average salary by contribution assumption: employee only about $28,524 at 4% or $19,016 at 6%; with 50% employer match about $19,016 at 4% or $12,677 at 6%; with 100% employer match about $14,262 at 4% or $9,508 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 39 | $591,208 | $44,498 | $1,141iApproximate average salary by contribution assumption: employee only about $28,524 at 4% or $19,016 at 6%; with 50% employer match about $19,016 at 4% or $12,677 at 6%; with 100% employer match about $14,262 at 4% or $9,508 at 6%. |
| 2016 | 1 | 39 | $919,923 | $114,603 | $2,939iApproximate average salary by contribution assumption: employee only about $73,463 at 4% or $48,976 at 6%; with 50% employer match about $48,976 at 4% or $32,650 at 6%; with 100% employer match about $36,732 at 4% or $24,488 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 39 | $919,923 | $114,603 | $2,939iApproximate average salary by contribution assumption: employee only about $73,463 at 4% or $48,976 at 6%; with 50% employer match about $48,976 at 4% or $32,650 at 6%; with 100% employer match about $36,732 at 4% or $24,488 at 6%. |
| 2015 | 1 | 29 | $797,979 | $124,808 | $4,304iApproximate average salary by contribution assumption: employee only about $107,593 at 4% or $71,729 at 6%; with 50% employer match about $71,729 at 4% or $47,819 at 6%; with 100% employer match about $53,797 at 4% or $35,864 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 29 | $797,979 | $124,808 | $4,304iApproximate average salary by contribution assumption: employee only about $107,593 at 4% or $71,729 at 6%; with 50% employer match about $71,729 at 4% or $47,819 at 6%; with 100% employer match about $53,797 at 4% or $35,864 at 6%. |
| 2014 | 1 | 30 | $688,264 | $119,672 | $3,989iApproximate average salary by contribution assumption: employee only about $99,727 at 4% or $66,484 at 6%; with 50% employer match about $66,484 at 4% or $44,323 at 6%; with 100% employer match about $49,863 at 4% or $33,242 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 30 | $688,264 | $119,672 | $3,989iApproximate average salary by contribution assumption: employee only about $99,727 at 4% or $66,484 at 6%; with 50% employer match about $66,484 at 4% or $44,323 at 6%; with 100% employer match about $49,863 at 4% or $33,242 at 6%. |
| 2013 | 1 | 26 | $585,637 | $118,321 | $4,551iApproximate average salary by contribution assumption: employee only about $113,770 at 4% or $75,847 at 6%; with 50% employer match about $75,847 at 4% or $50,565 at 6%; with 100% employer match about $56,885 at 4% or $37,923 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 26 | $585,637 | $118,321 | $4,551iApproximate average salary by contribution assumption: employee only about $113,770 at 4% or $75,847 at 6%; with 50% employer match about $75,847 at 4% or $50,565 at 6%; with 100% employer match about $56,885 at 4% or $37,923 at 6%. |
| 2012 | 1 | 27 | $405,057 | $130,260 | $4,824iApproximate average salary by contribution assumption: employee only about $120,611 at 4% or $80,407 at 6%; with 50% employer match about $80,407 at 4% or $53,605 at 6%; with 100% employer match about $60,306 at 4% or $40,204 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 27 | $405,057 | $130,260 | $4,824iApproximate average salary by contribution assumption: employee only about $120,611 at 4% or $80,407 at 6%; with 50% employer match about $80,407 at 4% or $53,605 at 6%; with 100% employer match about $60,306 at 4% or $40,204 at 6%. |
| 2011 | 1 | 28 | $253,462 | $78,970 | $2,820iApproximate average salary by contribution assumption: employee only about $70,509 at 4% or $47,006 at 6%; with 50% employer match about $47,006 at 4% or $31,337 at 6%; with 100% employer match about $35,254 at 4% or $23,503 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 28 | $253,462 | $78,970 | $2,820iApproximate average salary by contribution assumption: employee only about $70,509 at 4% or $47,006 at 6%; with 50% employer match about $47,006 at 4% or $31,337 at 6%; with 100% employer match about $35,254 at 4% or $23,503 at 6%. |
| 2010 | 1 | 29 | $193,991 | $65,846 | $2,271iApproximate average salary by contribution assumption: employee only about $56,764 at 4% or $37,843 at 6%; with 50% employer match about $37,843 at 4% or $25,228 at 6%; with 100% employer match about $28,382 at 4% or $18,921 at 6%. |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | 29 | $193,991 | $65,846 | $2,271iApproximate average salary by contribution assumption: employee only about $56,764 at 4% or $37,843 at 6%; with 50% employer match about $37,843 at 4% or $25,228 at 6%; with 100% employer match about $28,382 at 4% or $18,921 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| Countryside Lakes Inc. 401(K) Retirement Plan | - | - | - | - | - |
| 1999 | 1 | 0 | $0 | $375 | - |
| Countryside Lakes 401K Plan | - | 0 | - | $375 | - |