Civic Intelligence

Lake Forest Property Owners As

Plan context: 401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.

EIN 63-0787921 • Daphne, AL • 25 filings • 4 plans

1 Golf TerDaphne, AL 36526-7657
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,036,320

2024 Contributions

$48,987

Historical Graphs

Total Assets Over Time

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

$1,036,320$518,160$0199920132024YearValue
$1,036,320Latest year 2024

Participants Over Time

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

1890199920122024YearValue
13Latest 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
2024113$1,036,320$48,987$3,768iApproximate average salary by contribution assumption: employee only about $94,206 at 4% or $62,804 at 6%; with 50% employer match about $62,804 at 4% or $41,869 at 6%; with 100% employer match about $47,103 at 4% or $31,402 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-13$1,036,320$48,987$3,768iApproximate average salary by contribution assumption: employee only about $94,206 at 4% or $62,804 at 6%; with 50% employer match about $62,804 at 4% or $41,869 at 6%; with 100% employer match about $47,103 at 4% or $31,402 at 6%.
2023111$879,802$40,320$3,665iApproximate average salary by contribution assumption: employee only about $91,636 at 4% or $61,091 at 6%; with 50% employer match about $61,091 at 4% or $40,727 at 6%; with 100% employer match about $45,818 at 4% or $30,545 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-11$879,802$40,320$3,665iApproximate average salary by contribution assumption: employee only about $91,636 at 4% or $61,091 at 6%; with 50% employer match about $61,091 at 4% or $40,727 at 6%; with 100% employer match about $45,818 at 4% or $30,545 at 6%.
202218$771,544$44,629$5,579iApproximate average salary by contribution assumption: employee only about $139,466 at 4% or $92,977 at 6%; with 50% employer match about $92,977 at 4% or $61,985 at 6%; with 100% employer match about $69,733 at 4% or $46,489 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-8$771,544$44,629$5,579iApproximate average salary by contribution assumption: employee only about $139,466 at 4% or $92,977 at 6%; with 50% employer match about $92,977 at 4% or $61,985 at 6%; with 100% employer match about $69,733 at 4% or $46,489 at 6%.
2021114$947,719$45,055$3,218iApproximate average salary by contribution assumption: employee only about $80,455 at 4% or $53,637 at 6%; with 50% employer match about $53,637 at 4% or $35,758 at 6%; with 100% employer match about $40,228 at 4% or $26,818 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-14$947,719$45,055$3,218iApproximate average salary by contribution assumption: employee only about $80,455 at 4% or $53,637 at 6%; with 50% employer match about $53,637 at 4% or $35,758 at 6%; with 100% employer match about $40,228 at 4% or $26,818 at 6%.
2020110$772,418$45,199$4,520iApproximate average salary by contribution assumption: employee only about $112,997 at 4% or $75,332 at 6%; with 50% employer match about $75,332 at 4% or $50,221 at 6%; with 100% employer match about $56,499 at 4% or $37,666 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-10$772,418$45,199$4,520iApproximate average salary by contribution assumption: employee only about $112,997 at 4% or $75,332 at 6%; with 50% employer match about $75,332 at 4% or $50,221 at 6%; with 100% employer match about $56,499 at 4% or $37,666 at 6%.
201919$656,103$38,575$4,286iApproximate average salary by contribution assumption: employee only about $107,153 at 4% or $71,435 at 6%; with 50% employer match about $71,435 at 4% or $47,623 at 6%; with 100% employer match about $53,576 at 4% or $35,718 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-9$656,103$38,575$4,286iApproximate average salary by contribution assumption: employee only about $107,153 at 4% or $71,435 at 6%; with 50% employer match about $71,435 at 4% or $47,623 at 6%; with 100% employer match about $53,576 at 4% or $35,718 at 6%.
2018113$538,409$40,433$3,110iApproximate average salary by contribution assumption: employee only about $77,756 at 4% or $51,837 at 6%; with 50% employer match about $51,837 at 4% or $34,558 at 6%; with 100% employer match about $38,878 at 4% or $25,919 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-13$538,409$40,433$3,110iApproximate average salary by contribution assumption: employee only about $77,756 at 4% or $51,837 at 6%; with 50% employer match about $51,837 at 4% or $34,558 at 6%; with 100% employer match about $38,878 at 4% or $25,919 at 6%.
2017115$540,910$51,169$3,411iApproximate average salary by contribution assumption: employee only about $85,282 at 4% or $56,854 at 6%; with 50% employer match about $56,854 at 4% or $37,903 at 6%; with 100% employer match about $42,641 at 4% or $28,427 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-15$540,910$51,169$3,411iApproximate average salary by contribution assumption: employee only about $85,282 at 4% or $56,854 at 6%; with 50% employer match about $56,854 at 4% or $37,903 at 6%; with 100% employer match about $42,641 at 4% or $28,427 at 6%.
2016114$439,436$43,143$3,082iApproximate average salary by contribution assumption: employee only about $77,041 at 4% or $51,361 at 6%; with 50% employer match about $51,361 at 4% or $34,240 at 6%; with 100% employer match about $38,521 at 4% or $25,680 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-14$439,436$43,143$3,082iApproximate average salary by contribution assumption: employee only about $77,041 at 4% or $51,361 at 6%; with 50% employer match about $51,361 at 4% or $34,240 at 6%; with 100% employer match about $38,521 at 4% or $25,680 at 6%.
2015114$379,015$39,672$2,834iApproximate average salary by contribution assumption: employee only about $70,843 at 4% or $47,229 at 6%; with 50% employer match about $47,229 at 4% or $31,486 at 6%; with 100% employer match about $35,421 at 4% or $23,614 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-14$379,015$39,672$2,834iApproximate average salary by contribution assumption: employee only about $70,843 at 4% or $47,229 at 6%; with 50% employer match about $47,229 at 4% or $31,486 at 6%; with 100% employer match about $35,421 at 4% or $23,614 at 6%.
2014111$348,970$27,984$2,544iApproximate average salary by contribution assumption: employee only about $63,600 at 4% or $42,400 at 6%; with 50% employer match about $42,400 at 4% or $28,267 at 6%; with 100% employer match about $31,800 at 4% or $21,200 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-11$348,970$27,984$2,544iApproximate average salary by contribution assumption: employee only about $63,600 at 4% or $42,400 at 6%; with 50% employer match about $42,400 at 4% or $28,267 at 6%; with 100% employer match about $31,800 at 4% or $21,200 at 6%.
2013112$343,802$25,693$2,141iApproximate average salary by contribution assumption: employee only about $53,527 at 4% or $35,685 at 6%; with 50% employer match about $35,685 at 4% or $23,790 at 6%; with 100% employer match about $26,764 at 4% or $17,842 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-12$343,802$25,693$2,141iApproximate average salary by contribution assumption: employee only about $53,527 at 4% or $35,685 at 6%; with 50% employer match about $35,685 at 4% or $23,790 at 6%; with 100% employer match about $26,764 at 4% or $17,842 at 6%.
2012112$302,689$27,363$2,280iApproximate average salary by contribution assumption: employee only about $57,006 at 4% or $38,004 at 6%; with 50% employer match about $38,004 at 4% or $25,336 at 6%; with 100% employer match about $28,503 at 4% or $19,002 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-12$302,689$27,363$2,280iApproximate average salary by contribution assumption: employee only about $57,006 at 4% or $38,004 at 6%; with 50% employer match about $38,004 at 4% or $25,336 at 6%; with 100% employer match about $28,503 at 4% or $19,002 at 6%.
2011110$258,622$28,723$2,872iApproximate average salary by contribution assumption: employee only about $71,808 at 4% or $47,872 at 6%; with 50% employer match about $47,872 at 4% or $31,914 at 6%; with 100% employer match about $35,904 at 4% or $23,936 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-10$258,622$28,723$2,872iApproximate average salary by contribution assumption: employee only about $71,808 at 4% or $47,872 at 6%; with 50% employer match about $47,872 at 4% or $31,914 at 6%; with 100% employer match about $35,904 at 4% or $23,936 at 6%.
2010110$231,835$35,150$3,515iApproximate average salary by contribution assumption: employee only about $87,875 at 4% or $58,583 at 6%; with 50% employer match about $58,583 at 4% or $39,056 at 6%; with 100% employer match about $43,938 at 4% or $29,292 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-10$231,835$35,150$3,515iApproximate average salary by contribution assumption: employee only about $87,875 at 4% or $58,583 at 6%; with 50% employer match about $58,583 at 4% or $39,056 at 6%; with 100% employer match about $43,938 at 4% or $29,292 at 6%.
2009114$264,000$44,745$3,196iApproximate average salary by contribution assumption: employee only about $79,902 at 4% or $53,268 at 6%; with 50% employer match about $53,268 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-14$264,000$44,745$3,196iApproximate average salary by contribution assumption: employee only about $79,902 at 4% or $53,268 at 6%; with 50% employer match about $53,268 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%.
2008114$194,999$48,108$3,436iApproximate average salary by contribution assumption: employee only about $85,907 at 4% or $57,271 at 6%; with 50% employer match about $57,271 at 4% or $38,181 at 6%; with 100% employer match about $42,954 at 4% or $28,636 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-14$194,999$48,108$3,436iApproximate average salary by contribution assumption: employee only about $85,907 at 4% or $57,271 at 6%; with 50% employer match about $57,271 at 4% or $38,181 at 6%; with 100% employer match about $42,954 at 4% or $28,636 at 6%.
2007117$0$0-
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-17---
2006117$228,011$63,241$3,720iApproximate average salary by contribution assumption: employee only about $93,001 at 4% or $62,001 at 6%; with 50% employer match about $62,001 at 4% or $41,334 at 6%; with 100% employer match about $46,501 at 4% or $31,000 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-17$228,011$63,241$3,720iApproximate average salary by contribution assumption: employee only about $93,001 at 4% or $62,001 at 6%; with 50% employer match about $62,001 at 4% or $41,334 at 6%; with 100% employer match about $46,501 at 4% or $31,000 at 6%.
2005118$192,816$79,178$4,399iApproximate average salary by contribution assumption: employee only about $109,969 at 4% or $73,313 at 6%; with 50% employer match about $73,313 at 4% or $48,875 at 6%; with 100% employer match about $54,985 at 4% or $36,656 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-18$192,816$79,178$4,399iApproximate average salary by contribution assumption: employee only about $109,969 at 4% or $73,313 at 6%; with 50% employer match about $73,313 at 4% or $48,875 at 6%; with 100% employer match about $54,985 at 4% or $36,656 at 6%.
2004117$294,624$69,881$4,111iApproximate average salary by contribution assumption: employee only about $102,766 at 4% or $68,511 at 6%; with 50% employer match about $68,511 at 4% or $45,674 at 6%; with 100% employer match about $51,383 at 4% or $34,255 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-17$294,624$69,881$4,111iApproximate average salary by contribution assumption: employee only about $102,766 at 4% or $68,511 at 6%; with 50% employer match about $68,511 at 4% or $45,674 at 6%; with 100% employer match about $51,383 at 4% or $34,255 at 6%.
2002114$191,640$65,322$4,666iApproximate average salary by contribution assumption: employee only about $116,646 at 4% or $77,764 at 6%; with 50% employer match about $77,764 at 4% or $51,843 at 6%; with 100% employer match about $58,323 at 4% or $38,882 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-14$191,640$65,322$4,666iApproximate average salary by contribution assumption: employee only about $116,646 at 4% or $77,764 at 6%; with 50% employer match about $77,764 at 4% or $51,843 at 6%; with 100% employer match about $58,323 at 4% or $38,882 at 6%.
2001117$0$0-
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-17---
2000115$88,831$43,072$2,871iApproximate average salary by contribution assumption: employee only about $71,787 at 4% or $47,858 at 6%; with 50% employer match about $47,858 at 4% or $31,905 at 6%; with 100% employer match about $35,893 at 4% or $23,929 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-15$88,831$43,072$2,871iApproximate average salary by contribution assumption: employee only about $71,787 at 4% or $47,858 at 6%; with 50% employer match about $47,858 at 4% or $31,905 at 6%; with 100% employer match about $35,893 at 4% or $23,929 at 6%.
1999115$50,198$32,728$2,182iApproximate average salary by contribution assumption: employee only about $54,547 at 4% or $36,364 at 6%; with 50% employer match about $36,364 at 4% or $24,243 at 6%; with 100% employer match about $27,273 at 4% or $18,182 at 6%.
401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc.-15$50,198$32,728$2,182iApproximate average salary by contribution assumption: employee only about $54,547 at 4% or $36,364 at 6%; with 50% employer match about $36,364 at 4% or $24,243 at 6%; with 100% employer match about $27,273 at 4% or $18,182 at 6%.