Civic Intelligence

Lakeside Capital Group LLC

Plan context: LAKESIDE CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 91-1814782 • Coeur D Alene, ID • 14 filings • 5 plans

1859 N Lakewood Dr Ste 201Coeur D Alene, ID 83814-2636
Current Snapshot

Latest Year

2024

2024 Participants

189

2024 Assets

$4,087

2024 Contributions

$18,357

Historical Graphs

Total Assets Over Time

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

$192,795$96,398$0200820122016YearValue
$4,087Latest year 2016

Participants Over Time

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

1991000200820142024YearValue
189Latest 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
20241189$0$0-
Lakeside Capital Group Health and Welfare Plan-189---
20231199$0$0-
Lakeside Capital Group Health and Welfare Plan-199---
20221173$0$0-
Lakeside Capital Group Health and Welfare Plan-173---
20211140$0$0-
Lakeside Capital Group Health and Welfare Plan-140---
201710$0$0-
LAKESIDE CAPITAL GROUP LLC-0$0$0-
201611$4,087$0-
LAKESIDE CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-1$4,087$0-
201511$3,889$0-
LAKESIDE CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-1$3,889$0-
201411$3,902$0-
LAKESIDE CAPITAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST-1$3,902$0-
201313$102,402$0-
LAKESIDE CAPITAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST-3$102,402$0-
201213$87,881$0-
LAKESIDE CAPITAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST-3$87,881$0-
201113$78,920$18,357$6,119iApproximate average salary by contribution assumption: employee only about $152,975 at 4% or $101,983 at 6%; with 50% employer match about $101,983 at 4% or $67,989 at 6%; with 100% employer match about $76,488 at 4% or $50,992 at 6%.
LAKESIDE CAPITAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST-3$78,920$18,357$6,119iApproximate average salary by contribution assumption: employee only about $152,975 at 4% or $101,983 at 6%; with 50% employer match about $101,983 at 4% or $67,989 at 6%; with 100% employer match about $76,488 at 4% or $50,992 at 6%.
201017$192,795$56,308$8,044iApproximate average salary by contribution assumption: employee only about $201,100 at 4% or $134,067 at 6%; with 50% employer match about $134,067 at 4% or $89,378 at 6%; with 100% employer match about $100,550 at 4% or $67,033 at 6%.
LAKESIDE CAPITAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST-7$192,795$56,308$8,044iApproximate average salary by contribution assumption: employee only about $201,100 at 4% or $134,067 at 6%; with 50% employer match about $134,067 at 4% or $89,378 at 6%; with 100% employer match about $100,550 at 4% or $67,033 at 6%.
200916$128,251$56,136$9,356iApproximate average salary by contribution assumption: employee only about $233,900 at 4% or $155,933 at 6%; with 50% employer match about $155,933 at 4% or $103,956 at 6%; with 100% employer match about $116,950 at 4% or $77,967 at 6%.
LAKESIDE CAPITAL GROUP LLC-6$128,251$56,136$9,356iApproximate average salary by contribution assumption: employee only about $233,900 at 4% or $155,933 at 6%; with 50% employer match about $155,933 at 4% or $103,956 at 6%; with 100% employer match about $116,950 at 4% or $77,967 at 6%.
2008110$50,844$73,083$7,308iApproximate average salary by contribution assumption: employee only about $182,708 at 4% or $121,805 at 6%; with 50% employer match about $121,805 at 4% or $81,203 at 6%; with 100% employer match about $91,354 at 4% or $60,903 at 6%.
LAKESIDE CAPITAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST-10$50,844$73,083$7,308iApproximate average salary by contribution assumption: employee only about $182,708 at 4% or $121,805 at 6%; with 50% employer match about $121,805 at 4% or $81,203 at 6%; with 100% employer match about $91,354 at 4% or $60,903 at 6%.