Lakehill Preparatory School
Plan context: Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees
EIN 75-1366180 • 24 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
98
2023 Assets
$6,223,657
2023 Contributions
$558,666
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 | 98 | $6,223,657 | $558,666 | $5,701iApproximate average salary by contribution assumption: employee only about $142,517 at 4% or $95,011 at 6%; with 50% employer match about $95,011 at 4% or $63,341 at 6%; with 100% employer match about $71,258 at 4% or $47,506 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 98 | $6,223,657 | $558,666 | $5,701iApproximate average salary by contribution assumption: employee only about $142,517 at 4% or $95,011 at 6%; with 50% employer match about $95,011 at 4% or $63,341 at 6%; with 100% employer match about $71,258 at 4% or $47,506 at 6%. |
| 2022 | 1 | 92 | $5,355,193 | $492,692 | $5,355iApproximate average salary by contribution assumption: employee only about $133,884 at 4% or $89,256 at 6%; with 50% employer match about $89,256 at 4% or $59,504 at 6%; with 100% employer match about $66,942 at 4% or $44,628 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 92 | $5,355,193 | $492,692 | $5,355iApproximate average salary by contribution assumption: employee only about $133,884 at 4% or $89,256 at 6%; with 50% employer match about $89,256 at 4% or $59,504 at 6%; with 100% employer match about $66,942 at 4% or $44,628 at 6%. |
| 2021 | 1 | 85 | $5,253,445 | $325,526 | $3,830iApproximate average salary by contribution assumption: employee only about $95,743 at 4% or $63,829 at 6%; with 50% employer match about $63,829 at 4% or $42,552 at 6%; with 100% employer match about $47,871 at 4% or $31,914 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 85 | $5,253,445 | $325,526 | $3,830iApproximate average salary by contribution assumption: employee only about $95,743 at 4% or $63,829 at 6%; with 50% employer match about $63,829 at 4% or $42,552 at 6%; with 100% employer match about $47,871 at 4% or $31,914 at 6%. |
| 2020 | 1 | 78 | $5,597,626 | $351,677 | $4,509iApproximate average salary by contribution assumption: employee only about $112,717 at 4% or $75,145 at 6%; with 50% employer match about $75,145 at 4% or $50,096 at 6%; with 100% employer match about $56,358 at 4% or $37,572 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 78 | $5,597,626 | $351,677 | $4,509iApproximate average salary by contribution assumption: employee only about $112,717 at 4% or $75,145 at 6%; with 50% employer match about $75,145 at 4% or $50,096 at 6%; with 100% employer match about $56,358 at 4% or $37,572 at 6%. |
| 2019 | 1 | 78 | $4,517,950 | $361,842 | $4,639iApproximate average salary by contribution assumption: employee only about $115,975 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,544 at 6%; with 100% employer match about $57,988 at 4% or $38,658 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 78 | $4,517,950 | $361,842 | $4,639iApproximate average salary by contribution assumption: employee only about $115,975 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,544 at 6%; with 100% employer match about $57,988 at 4% or $38,658 at 6%. |
| 2018 | 1 | 78 | $3,858,981 | $337,105 | $4,322iApproximate average salary by contribution assumption: employee only about $108,046 at 4% or $72,031 at 6%; with 50% employer match about $72,031 at 4% or $48,021 at 6%; with 100% employer match about $54,023 at 4% or $36,015 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 78 | $3,858,981 | $337,105 | $4,322iApproximate average salary by contribution assumption: employee only about $108,046 at 4% or $72,031 at 6%; with 50% employer match about $72,031 at 4% or $48,021 at 6%; with 100% employer match about $54,023 at 4% or $36,015 at 6%. |
| 2017 | 1 | 75 | $3,972,381 | $254,315 | $3,391iApproximate average salary by contribution assumption: employee only about $84,772 at 4% or $56,514 at 6%; with 50% employer match about $56,514 at 4% or $37,676 at 6%; with 100% employer match about $42,386 at 4% or $28,257 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 75 | $3,972,381 | $254,315 | $3,391iApproximate average salary by contribution assumption: employee only about $84,772 at 4% or $56,514 at 6%; with 50% employer match about $56,514 at 4% or $37,676 at 6%; with 100% employer match about $42,386 at 4% or $28,257 at 6%. |
| 2016 | 1 | 73 | $3,984,630 | $288,493 | $3,952iApproximate average salary by contribution assumption: employee only about $98,799 at 4% or $65,866 at 6%; with 50% employer match about $65,866 at 4% or $43,911 at 6%; with 100% employer match about $49,399 at 4% or $32,933 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 73 | $3,984,630 | $288,493 | $3,952iApproximate average salary by contribution assumption: employee only about $98,799 at 4% or $65,866 at 6%; with 50% employer match about $65,866 at 4% or $43,911 at 6%; with 100% employer match about $49,399 at 4% or $32,933 at 6%. |
| 2015 | 1 | 71 | $3,432,277 | $239,068 | $3,367iApproximate average salary by contribution assumption: employee only about $84,179 at 4% or $56,119 at 6%; with 50% employer match about $56,119 at 4% or $37,413 at 6%; with 100% employer match about $42,089 at 4% or $28,060 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 71 | $3,432,277 | $239,068 | $3,367iApproximate average salary by contribution assumption: employee only about $84,179 at 4% or $56,119 at 6%; with 50% employer match about $56,119 at 4% or $37,413 at 6%; with 100% employer match about $42,089 at 4% or $28,060 at 6%. |
| 2014 | 1 | 67 | $3,189,690 | $207,771 | $3,101iApproximate average salary by contribution assumption: employee only about $77,526 at 4% or $51,684 at 6%; with 50% employer match about $51,684 at 4% or $34,456 at 6%; with 100% employer match about $38,763 at 4% or $25,842 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 67 | $3,189,690 | $207,771 | $3,101iApproximate average salary by contribution assumption: employee only about $77,526 at 4% or $51,684 at 6%; with 50% employer match about $51,684 at 4% or $34,456 at 6%; with 100% employer match about $38,763 at 4% or $25,842 at 6%. |
| 2013 | 1 | 72 | $2,857,217 | $181,675 | $2,523iApproximate average salary by contribution assumption: employee only about $63,082 at 4% or $42,054 at 6%; with 50% employer match about $42,054 at 4% or $28,036 at 6%; with 100% employer match about $31,541 at 4% or $21,027 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 72 | $2,857,217 | $181,675 | $2,523iApproximate average salary by contribution assumption: employee only about $63,082 at 4% or $42,054 at 6%; with 50% employer match about $42,054 at 4% or $28,036 at 6%; with 100% employer match about $31,541 at 4% or $21,027 at 6%. |
| 2012 | 1 | 70 | $2,558,043 | $203,628 | $2,909iApproximate average salary by contribution assumption: employee only about $72,724 at 4% or $48,483 at 6%; with 50% employer match about $48,483 at 4% or $32,322 at 6%; with 100% employer match about $36,362 at 4% or $24,241 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 70 | $2,558,043 | $203,628 | $2,909iApproximate average salary by contribution assumption: employee only about $72,724 at 4% or $48,483 at 6%; with 50% employer match about $48,483 at 4% or $32,322 at 6%; with 100% employer match about $36,362 at 4% or $24,241 at 6%. |
| 2011 | 1 | 66 | $2,248,737 | $189,603 | $2,873iApproximate average salary by contribution assumption: employee only about $71,819 at 4% or $47,880 at 6%; with 50% employer match about $47,880 at 4% or $31,920 at 6%; with 100% employer match about $35,910 at 4% or $23,940 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 66 | $2,248,737 | $189,603 | $2,873iApproximate average salary by contribution assumption: employee only about $71,819 at 4% or $47,880 at 6%; with 50% employer match about $47,880 at 4% or $31,920 at 6%; with 100% employer match about $35,910 at 4% or $23,940 at 6%. |
| 2010 | 1 | 62 | $2,020,394 | $198,155 | $3,196iApproximate average salary by contribution assumption: employee only about $79,901 at 4% or $53,267 at 6%; with 50% employer match about $53,267 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%. |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 62 | $2,020,394 | $198,155 | $3,196iApproximate average salary by contribution assumption: employee only about $79,901 at 4% or $53,267 at 6%; with 50% employer match about $53,267 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%. |
| 2009 | 1 | 36 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 36 | - | - | - |
| 2008 | 1 | 39 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 39 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees | - | 0 | - | - | - |