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
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
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 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| 401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc. | - | 17 | - | - | - |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| 401(K) Profit Sharing Plan for Employees of Lake Forest Property Owners Association Inc. | - | 17 | - | - | - |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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%. |