Lake Forest Financial Inc.
Plan context: Lake Forest Financial Inc. 401(K) Plan
EIN 73-1652076 • Big Bear Lake, CA • 9 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
27
2013 Assets
$781
2013 Contributions
$129
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 27 | $781 | $0 | - |
| Lake Forest Financial Inc. 401(K) Plan | - | 27 | $781 | - | - |
| 2012 | 1 | 30 | $105,248 | $0 | - |
| Lake Forest Financial Inc. 401(K) Plan | - | 30 | $105,248 | - | - |
| 2011 | 1 | 30 | $101,541 | $0 | - |
| Lake Forest Financial Inc. 401(K) Plan | - | 30 | $101,541 | - | - |
| 2010 | 1 | 31 | $115,885 | $129 | $4iApproximate average salary by contribution assumption: employee only about $104 at 4% or $69 at 6%; with 50% employer match about $69 at 4% or $46 at 6%; with 100% employer match about $52 at 4% or $35 at 6%. |
| Lake Forest Financial Inc. 401(K) Plan | - | 31 | $115,885 | $129 | $4iApproximate average salary by contribution assumption: employee only about $104 at 4% or $69 at 6%; with 50% employer match about $69 at 4% or $46 at 6%; with 100% employer match about $52 at 4% or $35 at 6%. |
| 2009 | 1 | 12 | $125,595 | $8,479 | $707iApproximate average salary by contribution assumption: employee only about $17,665 at 4% or $11,776 at 6%; with 50% employer match about $11,776 at 4% or $7,851 at 6%; with 100% employer match about $8,832 at 4% or $5,888 at 6%. |
| Lake Forest Financial Inc. 401(K) Plan | - | 12 | $125,595 | $8,479 | $707iApproximate average salary by contribution assumption: employee only about $17,665 at 4% or $11,776 at 6%; with 50% employer match about $11,776 at 4% or $7,851 at 6%; with 100% employer match about $8,832 at 4% or $5,888 at 6%. |
| 2008 | 1 | 5 | $103,354 | $7,747 | $1,549iApproximate average salary by contribution assumption: employee only about $38,735 at 4% or $25,823 at 6%; with 50% employer match about $25,823 at 4% or $17,216 at 6%; with 100% employer match about $19,368 at 4% or $12,912 at 6%. |
| Lake Forest Financial Inc. 401(K) Plan | - | 5 | $103,354 | $7,747 | $1,549iApproximate average salary by contribution assumption: employee only about $38,735 at 4% or $25,823 at 6%; with 50% employer match about $25,823 at 4% or $17,216 at 6%; with 100% employer match about $19,368 at 4% or $12,912 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Lake Forest Financial Inc. 401(K) Plan | - | 9 | - | - | - |
| 2006 | 1 | 7 | $0 | $0 | - |
| Lake Forest Financial Inc. 401(K) Plan | - | 7 | - | - | - |
| 2004 | 1 | 9 | $33,473 | $30,222 | $3,358iApproximate average salary by contribution assumption: employee only about $83,950 at 4% or $55,967 at 6%; with 50% employer match about $55,967 at 4% or $37,311 at 6%; with 100% employer match about $41,975 at 4% or $27,983 at 6%. |
| Lake Forest Financial Inc. 401(K) Plan | - | 9 | $33,473 | $30,222 | $3,358iApproximate average salary by contribution assumption: employee only about $83,950 at 4% or $55,967 at 6%; with 50% employer match about $55,967 at 4% or $37,311 at 6%; with 100% employer match about $41,975 at 4% or $27,983 at 6%. |