Civic Intelligence

Lakeshore Foundation

Plan context: Lakeshore Foundation 401(K) Plan

EIN 63-0288847 • Birmingham, AL • 12 filings • 1 plans

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4000 Ridgeway DrBirmingham, AL 35209
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$4,147,288

2024 Contributions

$473,111

Historical Graphs

Total Assets Over Time

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

$4,147,288$2,073,644$0201320192024YearValue
$4,147,288Latest year 2024

Participants Over Time

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

90450201320192024YearValue
86Latest 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
2024186$4,147,288$473,111$5,501iApproximate average salary by contribution assumption: employee only about $137,532 at 4% or $91,688 at 6%; with 50% employer match about $91,688 at 4% or $61,125 at 6%; with 100% employer match about $68,766 at 4% or $45,844 at 6%.
Lakeshore Foundation 401(K) Plan-86$4,147,288$473,111$5,501iApproximate average salary by contribution assumption: employee only about $137,532 at 4% or $91,688 at 6%; with 50% employer match about $91,688 at 4% or $61,125 at 6%; with 100% employer match about $68,766 at 4% or $45,844 at 6%.
2023178$3,739,146$463,910$5,948iApproximate average salary by contribution assumption: employee only about $148,689 at 4% or $99,126 at 6%; with 50% employer match about $99,126 at 4% or $66,084 at 6%; with 100% employer match about $74,345 at 4% or $49,563 at 6%.
Lakeshore Foundation 401(K) Plan-78$3,739,146$463,910$5,948iApproximate average salary by contribution assumption: employee only about $148,689 at 4% or $99,126 at 6%; with 50% employer match about $99,126 at 4% or $66,084 at 6%; with 100% employer match about $74,345 at 4% or $49,563 at 6%.
2022181$3,256,157$429,025$5,297iApproximate average salary by contribution assumption: employee only about $132,415 at 4% or $88,277 at 6%; with 50% employer match about $88,277 at 4% or $58,851 at 6%; with 100% employer match about $66,208 at 4% or $44,138 at 6%.
Lakeshore Foundation 401(K) Plan-81$3,256,157$429,025$5,297iApproximate average salary by contribution assumption: employee only about $132,415 at 4% or $88,277 at 6%; with 50% employer match about $88,277 at 4% or $58,851 at 6%; with 100% employer match about $66,208 at 4% or $44,138 at 6%.
2021190$3,583,409$595,588$6,618iApproximate average salary by contribution assumption: employee only about $165,441 at 4% or $110,294 at 6%; with 50% employer match about $110,294 at 4% or $73,529 at 6%; with 100% employer match about $82,721 at 4% or $55,147 at 6%.
Lakeshore Foundation 401(K) Plan-90$3,583,409$595,588$6,618iApproximate average salary by contribution assumption: employee only about $165,441 at 4% or $110,294 at 6%; with 50% employer match about $110,294 at 4% or $73,529 at 6%; with 100% employer match about $82,721 at 4% or $55,147 at 6%.
2020186$3,371,238$476,059$5,536iApproximate average salary by contribution assumption: employee only about $138,389 at 4% or $92,259 at 6%; with 50% employer match about $92,259 at 4% or $61,506 at 6%; with 100% employer match about $69,195 at 4% or $46,130 at 6%.
Lakeshore Foundation 401(K) Plan-86$3,371,238$476,059$5,536iApproximate average salary by contribution assumption: employee only about $138,389 at 4% or $92,259 at 6%; with 50% employer match about $92,259 at 4% or $61,506 at 6%; with 100% employer match about $69,195 at 4% or $46,130 at 6%.
2019178$2,817,713$445,657$5,714iApproximate average salary by contribution assumption: employee only about $142,839 at 4% or $95,226 at 6%; with 50% employer match about $95,226 at 4% or $63,484 at 6%; with 100% employer match about $71,419 at 4% or $47,613 at 6%.
Lakeshore Foundation 401(K) Plan-78$2,817,713$445,657$5,714iApproximate average salary by contribution assumption: employee only about $142,839 at 4% or $95,226 at 6%; with 50% employer match about $95,226 at 4% or $63,484 at 6%; with 100% employer match about $71,419 at 4% or $47,613 at 6%.
2018176$2,291,765$428,385$5,637iApproximate average salary by contribution assumption: employee only about $140,916 at 4% or $93,944 at 6%; with 50% employer match about $93,944 at 4% or $62,629 at 6%; with 100% employer match about $70,458 at 4% or $46,972 at 6%.
Lakeshore Foundation 401(K) Plan-76$2,291,765$428,385$5,637iApproximate average salary by contribution assumption: employee only about $140,916 at 4% or $93,944 at 6%; with 50% employer match about $93,944 at 4% or $62,629 at 6%; with 100% employer match about $70,458 at 4% or $46,972 at 6%.
2017168$2,180,251$407,988$6,000iApproximate average salary by contribution assumption: employee only about $149,996 at 4% or $99,997 at 6%; with 50% employer match about $99,997 at 4% or $66,665 at 6%; with 100% employer match about $74,998 at 4% or $49,999 at 6%.
Lakeshore Foundation 401(K) Plan-68$2,180,251$407,988$6,000iApproximate average salary by contribution assumption: employee only about $149,996 at 4% or $99,997 at 6%; with 50% employer match about $99,997 at 4% or $66,665 at 6%; with 100% employer match about $74,998 at 4% or $49,999 at 6%.
2016165$1,538,730$407,257$6,265iApproximate average salary by contribution assumption: employee only about $156,637 at 4% or $104,425 at 6%; with 50% employer match about $104,425 at 4% or $69,617 at 6%; with 100% employer match about $78,319 at 4% or $52,212 at 6%.
Lakeshore Foundation 401(K) Plan-65$1,538,730$407,257$6,265iApproximate average salary by contribution assumption: employee only about $156,637 at 4% or $104,425 at 6%; with 50% employer match about $104,425 at 4% or $69,617 at 6%; with 100% employer match about $78,319 at 4% or $52,212 at 6%.
2015155$1,046,500$442,425$8,044iApproximate average salary by contribution assumption: employee only about $201,102 at 4% or $134,068 at 6%; with 50% employer match about $134,068 at 4% or $89,379 at 6%; with 100% employer match about $100,551 at 4% or $67,034 at 6%.
Lakeshore Foundation 401(K) Plan-55$1,046,500$442,425$8,044iApproximate average salary by contribution assumption: employee only about $201,102 at 4% or $134,068 at 6%; with 50% employer match about $134,068 at 4% or $89,379 at 6%; with 100% employer match about $100,551 at 4% or $67,034 at 6%.
2014147$684,214$333,800$7,102iApproximate average salary by contribution assumption: employee only about $177,553 at 4% or $118,369 at 6%; with 50% employer match about $118,369 at 4% or $78,913 at 6%; with 100% employer match about $88,777 at 4% or $59,184 at 6%.
Lakeshore Foundation 401(K) Plan-47$684,214$333,800$7,102iApproximate average salary by contribution assumption: employee only about $177,553 at 4% or $118,369 at 6%; with 50% employer match about $118,369 at 4% or $78,913 at 6%; with 100% employer match about $88,777 at 4% or $59,184 at 6%.
2013141$376,903$355,916$8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%.
Lakeshore Foundation 401(K) Plan-41$376,903$355,916$8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%.