Civic Intelligence

Lake Capital Management LLC

Plan context: Lake Capital Management LLC 401(K) Plan

EIN 84-1322349 • Chicago, IL • 26 filings • 4 plans

444 W. Lake Street, Suite 1100Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,495,075

2024 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$4,495,075$2,247,538$0199920122023YearValue
$4,495,075Latest year 2023

Participants Over Time

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

48240199920112023YearValue
8Latest year 2023

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
202410$0$0-
Lake Capital Management LLC 401(K) Plan-0$0--
202318$4,495,075$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Lake Capital Management LLC 401(K) Plan-8$4,495,075$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202218$3,327,769$109,000$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.
Lake Capital Management LLC 401(K) Plan-8$3,327,769$109,000$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.
202118$4,471,189$104,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Lake Capital Management LLC 401(K) Plan-8$4,471,189$104,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
202018$3,653,405$104,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Lake Capital Management LLC 401(K) Plan-8$3,653,405$104,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201918$2,567,262$101,000$12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%.
Lake Capital Management LLC 401(K) Plan-8$2,567,262$101,000$12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%.
2018110$1,941,998$98,500$9,850iApproximate average salary by contribution assumption: employee only about $246,250 at 4% or $164,167 at 6%; with 50% employer match about $164,167 at 4% or $109,444 at 6%; with 100% employer match about $123,125 at 4% or $82,083 at 6%.
Lake Capital Management LLC 401(K) Plan-10$1,941,998$98,500$9,850iApproximate average salary by contribution assumption: employee only about $246,250 at 4% or $164,167 at 6%; with 50% employer match about $164,167 at 4% or $109,444 at 6%; with 100% employer match about $123,125 at 4% or $82,083 at 6%.
2017113$2,141,216$163,200$12,554iApproximate average salary by contribution assumption: employee only about $313,846 at 4% or $209,231 at 6%; with 50% employer match about $209,231 at 4% or $139,487 at 6%; with 100% employer match about $156,923 at 4% or $104,615 at 6%.
Lake Capital Management LLC 401(K) Plan-13$2,141,216$163,200$12,554iApproximate average salary by contribution assumption: employee only about $313,846 at 4% or $209,231 at 6%; with 50% employer match about $209,231 at 4% or $139,487 at 6%; with 100% employer match about $156,923 at 4% or $104,615 at 6%.
2016118$2,134,620$208,820$11,601iApproximate average salary by contribution assumption: employee only about $290,028 at 4% or $193,352 at 6%; with 50% employer match about $193,352 at 4% or $128,901 at 6%; with 100% employer match about $145,014 at 4% or $96,676 at 6%.
Lake Capital Management LLC 401(K) Plan-18$2,134,620$208,820$11,601iApproximate average salary by contribution assumption: employee only about $290,028 at 4% or $193,352 at 6%; with 50% employer match about $193,352 at 4% or $128,901 at 6%; with 100% employer match about $145,014 at 4% or $96,676 at 6%.
2015122$2,481,800$286,022$13,001iApproximate average salary by contribution assumption: employee only about $325,025 at 4% or $216,683 at 6%; with 50% employer match about $216,683 at 4% or $144,456 at 6%; with 100% employer match about $162,513 at 4% or $108,342 at 6%.
Lake Capital Management LLC 401(K) Plan-22$2,481,800$286,022$13,001iApproximate average salary by contribution assumption: employee only about $325,025 at 4% or $216,683 at 6%; with 50% employer match about $216,683 at 4% or $144,456 at 6%; with 100% employer match about $162,513 at 4% or $108,342 at 6%.
2014125$2,655,711$189,080$7,563iApproximate average salary by contribution assumption: employee only about $189,080 at 4% or $126,053 at 6%; with 50% employer match about $126,053 at 4% or $84,036 at 6%; with 100% employer match about $94,540 at 4% or $63,027 at 6%.
Lake Capital Management LLC 401(K) Plan-25$2,655,711$189,080$7,563iApproximate average salary by contribution assumption: employee only about $189,080 at 4% or $126,053 at 6%; with 50% employer match about $126,053 at 4% or $84,036 at 6%; with 100% employer match about $94,540 at 4% or $63,027 at 6%.
2013129$2,604,633$215,593$7,434iApproximate average salary by contribution assumption: employee only about $185,856 at 4% or $123,904 at 6%; with 50% employer match about $123,904 at 4% or $82,603 at 6%; with 100% employer match about $92,928 at 4% or $61,952 at 6%.
Lake Capital Management LLC 401(K) Plan-29$2,604,633$215,593$7,434iApproximate average salary by contribution assumption: employee only about $185,856 at 4% or $123,904 at 6%; with 50% employer match about $123,904 at 4% or $82,603 at 6%; with 100% employer match about $92,928 at 4% or $61,952 at 6%.
2012134$2,020,654$296,424$8,718iApproximate average salary by contribution assumption: employee only about $217,959 at 4% or $145,306 at 6%; with 50% employer match about $145,306 at 4% or $96,871 at 6%; with 100% employer match about $108,979 at 4% or $72,653 at 6%.
Lake Capital Management LLC 401(K) Plan-34$2,020,654$296,424$8,718iApproximate average salary by contribution assumption: employee only about $217,959 at 4% or $145,306 at 6%; with 50% employer match about $145,306 at 4% or $96,871 at 6%; with 100% employer match about $108,979 at 4% or $72,653 at 6%.
2011135$1,626,686$293,041$8,373iApproximate average salary by contribution assumption: employee only about $209,315 at 4% or $139,543 at 6%; with 50% employer match about $139,543 at 4% or $93,029 at 6%; with 100% employer match about $104,658 at 4% or $69,772 at 6%.
Lake Capital Management LLC 401(K) Plan-35$1,626,686$293,041$8,373iApproximate average salary by contribution assumption: employee only about $209,315 at 4% or $139,543 at 6%; with 50% employer match about $139,543 at 4% or $93,029 at 6%; with 100% employer match about $104,658 at 4% or $69,772 at 6%.
2010133$1,501,179$339,406$10,285iApproximate average salary by contribution assumption: employee only about $257,126 at 4% or $171,417 at 6%; with 50% employer match about $171,417 at 4% or $114,278 at 6%; with 100% employer match about $128,563 at 4% or $85,709 at 6%.
Lake Capital Management LLC 401(K) Plan-33$1,501,179$339,406$10,285iApproximate average salary by contribution assumption: employee only about $257,126 at 4% or $171,417 at 6%; with 50% employer match about $171,417 at 4% or $114,278 at 6%; with 100% employer match about $128,563 at 4% or $85,709 at 6%.
2009135$1,413,746$356,844$10,196iApproximate average salary by contribution assumption: employee only about $254,889 at 4% or $169,926 at 6%; with 50% employer match about $169,926 at 4% or $113,284 at 6%; with 100% employer match about $127,444 at 4% or $84,963 at 6%.
Lake Capital Management LLC 401(K) Plan-35$1,413,746$356,844$10,196iApproximate average salary by contribution assumption: employee only about $254,889 at 4% or $169,926 at 6%; with 50% employer match about $169,926 at 4% or $113,284 at 6%; with 100% employer match about $127,444 at 4% or $84,963 at 6%.
2008148$838,307$331,633$6,909iApproximate average salary by contribution assumption: employee only about $172,726 at 4% or $115,150 at 6%; with 50% employer match about $115,150 at 4% or $76,767 at 6%; with 100% employer match about $86,363 at 4% or $57,575 at 6%.
Lake Capital Management LLC 401(K) Plan-48$838,307$331,633$6,909iApproximate average salary by contribution assumption: employee only about $172,726 at 4% or $115,150 at 6%; with 50% employer match about $115,150 at 4% or $76,767 at 6%; with 100% employer match about $86,363 at 4% or $57,575 at 6%.
2007141$0$0-
Lake Capital Management LLC 401(K) Plan-41---
2006133$1,129,243$242,350$7,344iApproximate average salary by contribution assumption: employee only about $183,598 at 4% or $122,399 at 6%; with 50% employer match about $122,399 at 4% or $81,599 at 6%; with 100% employer match about $91,799 at 4% or $61,199 at 6%.
Lake Capital Management LLC 401(K) Plan-33$1,129,243$242,350$7,344iApproximate average salary by contribution assumption: employee only about $183,598 at 4% or $122,399 at 6%; with 50% employer match about $122,399 at 4% or $81,599 at 6%; with 100% employer match about $91,799 at 4% or $61,199 at 6%.
2005131$779,907$191,356$6,173iApproximate average salary by contribution assumption: employee only about $154,319 at 4% or $102,880 at 6%; with 50% employer match about $102,880 at 4% or $68,586 at 6%; with 100% employer match about $77,160 at 4% or $51,440 at 6%.
Lake Capital Management LLC 401(K) Plan-31$779,907$191,356$6,173iApproximate average salary by contribution assumption: employee only about $154,319 at 4% or $102,880 at 6%; with 50% employer match about $102,880 at 4% or $68,586 at 6%; with 100% employer match about $77,160 at 4% or $51,440 at 6%.
2004127$622,545$144,719$5,360iApproximate average salary by contribution assumption: employee only about $133,999 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,555 at 6%; with 100% employer match about $67,000 at 4% or $44,666 at 6%.
Lake Capital Management LLC 401(K) Plan-27$622,545$144,719$5,360iApproximate average salary by contribution assumption: employee only about $133,999 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,555 at 6%; with 100% employer match about $67,000 at 4% or $44,666 at 6%.
2003125$417,755$117,617$4,705iApproximate average salary by contribution assumption: employee only about $117,617 at 4% or $78,411 at 6%; with 50% employer match about $78,411 at 4% or $52,274 at 6%; with 100% employer match about $58,809 at 4% or $39,206 at 6%.
Lake Capital Management LLC 401(K) Plan-25$417,755$117,617$4,705iApproximate average salary by contribution assumption: employee only about $117,617 at 4% or $78,411 at 6%; with 50% employer match about $78,411 at 4% or $52,274 at 6%; with 100% employer match about $58,809 at 4% or $39,206 at 6%.
2002123$224,141$106,508$4,631iApproximate average salary by contribution assumption: employee only about $115,770 at 4% or $77,180 at 6%; with 50% employer match about $77,180 at 4% or $51,453 at 6%; with 100% employer match about $57,885 at 4% or $38,590 at 6%.
Lake Capital Management LLC 401(K) Plan-23$224,141$106,508$4,631iApproximate average salary by contribution assumption: employee only about $115,770 at 4% or $77,180 at 6%; with 50% employer match about $77,180 at 4% or $51,453 at 6%; with 100% employer match about $57,885 at 4% or $38,590 at 6%.
2001119$0$0-
Lake Capital Management LLC 401(K) Plan-19---
2000116$120,549$76,339$4,771iApproximate average salary by contribution assumption: employee only about $119,280 at 4% or $79,520 at 6%; with 50% employer match about $79,520 at 4% or $53,013 at 6%; with 100% employer match about $59,640 at 4% or $39,760 at 6%.
Lake Capital Management LLC 401(K) Plan-16$120,549$76,339$4,771iApproximate average salary by contribution assumption: employee only about $119,280 at 4% or $79,520 at 6%; with 50% employer match about $79,520 at 4% or $53,013 at 6%; with 100% employer match about $59,640 at 4% or $39,760 at 6%.
1999112$53,185$46,700$3,892iApproximate average salary by contribution assumption: employee only about $97,292 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,241 at 6%; with 100% employer match about $48,646 at 4% or $32,431 at 6%.
Lake Capital Management LLC 401(K) Plan-12$53,185$46,700$3,892iApproximate average salary by contribution assumption: employee only about $97,292 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,241 at 6%; with 100% employer match about $48,646 at 4% or $32,431 at 6%.