Lake Forest Keys
Plan context: Lake Forest Keys 401K Plan
EIN 95-2954517 • Irvine, CA • 18 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$459,630
2024 Contributions
$28,006
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 | 6 | $459,630 | $28,006 | $4,668iApproximate average salary by contribution assumption: employee only about $116,692 at 4% or $77,794 at 6%; with 50% employer match about $77,794 at 4% or $51,863 at 6%; with 100% employer match about $58,346 at 4% or $38,897 at 6%. |
| Lake Forest Keys 401K Plan | - | 6 | $459,630 | $28,006 | $4,668iApproximate average salary by contribution assumption: employee only about $116,692 at 4% or $77,794 at 6%; with 50% employer match about $77,794 at 4% or $51,863 at 6%; with 100% employer match about $58,346 at 4% or $38,897 at 6%. |
| 2023 | 1 | 6 | $392,764 | $30,160 | $5,027iApproximate average salary by contribution assumption: employee only about $125,667 at 4% or $83,778 at 6%; with 50% employer match about $83,778 at 4% or $55,852 at 6%; with 100% employer match about $62,833 at 4% or $41,889 at 6%. |
| Lake Forest Keys 401K Plan | - | 6 | $392,764 | $30,160 | $5,027iApproximate average salary by contribution assumption: employee only about $125,667 at 4% or $83,778 at 6%; with 50% employer match about $83,778 at 4% or $55,852 at 6%; with 100% employer match about $62,833 at 4% or $41,889 at 6%. |
| 2022 | 1 | 6 | $299,208 | $28,911 | $4,819iApproximate average salary by contribution assumption: employee only about $120,463 at 4% or $80,308 at 6%; with 50% employer match about $80,308 at 4% or $53,539 at 6%; with 100% employer match about $60,231 at 4% or $40,154 at 6%. |
| Lake Forest Keys 401K Plan | - | 6 | $299,208 | $28,911 | $4,819iApproximate average salary by contribution assumption: employee only about $120,463 at 4% or $80,308 at 6%; with 50% employer match about $80,308 at 4% or $53,539 at 6%; with 100% employer match about $60,231 at 4% or $40,154 at 6%. |
| 2021 | 1 | 4 | $328,161 | $26,653 | $6,663iApproximate average salary by contribution assumption: employee only about $166,581 at 4% or $111,054 at 6%; with 50% employer match about $111,054 at 4% or $74,036 at 6%; with 100% employer match about $83,291 at 4% or $55,527 at 6%. |
| Lake Forest Keys 401K Plan | - | 4 | $328,161 | $26,653 | $6,663iApproximate average salary by contribution assumption: employee only about $166,581 at 4% or $111,054 at 6%; with 50% employer match about $111,054 at 4% or $74,036 at 6%; with 100% employer match about $83,291 at 4% or $55,527 at 6%. |
| 2020 | 1 | 4 | $301,958 | $29,489 | $7,372iApproximate average salary by contribution assumption: employee only about $184,306 at 4% or $122,871 at 6%; with 50% employer match about $122,871 at 4% or $81,914 at 6%; with 100% employer match about $92,153 at 4% or $61,435 at 6%. |
| Lake Forest Keys 401K Plan | - | 4 | $301,958 | $29,489 | $7,372iApproximate average salary by contribution assumption: employee only about $184,306 at 4% or $122,871 at 6%; with 50% employer match about $122,871 at 4% or $81,914 at 6%; with 100% employer match about $92,153 at 4% or $61,435 at 6%. |
| 2019 | 1 | 5 | $279,264 | $29,315 | $5,863iApproximate average salary by contribution assumption: employee only about $146,575 at 4% or $97,717 at 6%; with 50% employer match about $97,717 at 4% or $65,144 at 6%; with 100% employer match about $73,288 at 4% or $48,858 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $279,264 | $29,315 | $5,863iApproximate average salary by contribution assumption: employee only about $146,575 at 4% or $97,717 at 6%; with 50% employer match about $97,717 at 4% or $65,144 at 6%; with 100% employer match about $73,288 at 4% or $48,858 at 6%. |
| 2018 | 1 | 5 | $197,312 | $21,125 | $4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $197,312 | $21,125 | $4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%. |
| 2017 | 1 | 5 | $218,232 | $23,618 | $4,724iApproximate average salary by contribution assumption: employee only about $118,090 at 4% or $78,727 at 6%; with 50% employer match about $78,727 at 4% or $52,484 at 6%; with 100% employer match about $59,045 at 4% or $39,363 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $218,232 | $23,618 | $4,724iApproximate average salary by contribution assumption: employee only about $118,090 at 4% or $78,727 at 6%; with 50% employer match about $78,727 at 4% or $52,484 at 6%; with 100% employer match about $59,045 at 4% or $39,363 at 6%. |
| 2016 | 1 | 5 | $156,509 | $22,404 | $4,481iApproximate average salary by contribution assumption: employee only about $112,020 at 4% or $74,680 at 6%; with 50% employer match about $74,680 at 4% or $49,787 at 6%; with 100% employer match about $56,010 at 4% or $37,340 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $156,509 | $22,404 | $4,481iApproximate average salary by contribution assumption: employee only about $112,020 at 4% or $74,680 at 6%; with 50% employer match about $74,680 at 4% or $49,787 at 6%; with 100% employer match about $56,010 at 4% or $37,340 at 6%. |
| 2015 | 1 | 5 | $124,612 | $18,954 | $3,791iApproximate average salary by contribution assumption: employee only about $94,770 at 4% or $63,180 at 6%; with 50% employer match about $63,180 at 4% or $42,120 at 6%; with 100% employer match about $47,385 at 4% or $31,590 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $124,612 | $18,954 | $3,791iApproximate average salary by contribution assumption: employee only about $94,770 at 4% or $63,180 at 6%; with 50% employer match about $63,180 at 4% or $42,120 at 6%; with 100% employer match about $47,385 at 4% or $31,590 at 6%. |
| 2014 | 1 | 5 | $106,111 | $17,071 | $3,414iApproximate average salary by contribution assumption: employee only about $85,355 at 4% or $56,903 at 6%; with 50% employer match about $56,903 at 4% or $37,936 at 6%; with 100% employer match about $42,678 at 4% or $28,452 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $106,111 | $17,071 | $3,414iApproximate average salary by contribution assumption: employee only about $85,355 at 4% or $56,903 at 6%; with 50% employer match about $56,903 at 4% or $37,936 at 6%; with 100% employer match about $42,678 at 4% or $28,452 at 6%. |
| 2013 | 1 | 5 | $110,298 | $16,415 | $3,283iApproximate average salary by contribution assumption: employee only about $82,075 at 4% or $54,717 at 6%; with 50% employer match about $54,717 at 4% or $36,478 at 6%; with 100% employer match about $41,038 at 4% or $27,358 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $110,298 | $16,415 | $3,283iApproximate average salary by contribution assumption: employee only about $82,075 at 4% or $54,717 at 6%; with 50% employer match about $54,717 at 4% or $36,478 at 6%; with 100% employer match about $41,038 at 4% or $27,358 at 6%. |
| 2012 | 1 | 5 | $73,076 | $16,430 | $3,286iApproximate average salary by contribution assumption: employee only about $82,150 at 4% or $54,767 at 6%; with 50% employer match about $54,767 at 4% or $36,511 at 6%; with 100% employer match about $41,075 at 4% or $27,383 at 6%. |
| Lake Forest Keys 401K Plan | - | 5 | $73,076 | $16,430 | $3,286iApproximate average salary by contribution assumption: employee only about $82,150 at 4% or $54,767 at 6%; with 50% employer match about $54,767 at 4% or $36,511 at 6%; with 100% employer match about $41,075 at 4% or $27,383 at 6%. |
| 2011 | 1 | 4 | $50,408 | $16,014 | $4,004iApproximate average salary by contribution assumption: employee only about $100,088 at 4% or $66,725 at 6%; with 50% employer match about $66,725 at 4% or $44,483 at 6%; with 100% employer match about $50,044 at 4% or $33,363 at 6%. |
| Lake Forest Keys 401K Plan | - | 4 | $50,408 | $16,014 | $4,004iApproximate average salary by contribution assumption: employee only about $100,088 at 4% or $66,725 at 6%; with 50% employer match about $66,725 at 4% or $44,483 at 6%; with 100% employer match about $50,044 at 4% or $33,363 at 6%. |
| 2010 | 1 | 4 | $42,534 | $14,790 | $3,698iApproximate average salary by contribution assumption: employee only about $92,438 at 4% or $61,625 at 6%; with 50% employer match about $61,625 at 4% or $41,083 at 6%; with 100% employer match about $46,219 at 4% or $30,813 at 6%. |
| Lake Forest Keys 401K Plan | - | 4 | $42,534 | $14,790 | $3,698iApproximate average salary by contribution assumption: employee only about $92,438 at 4% or $61,625 at 6%; with 50% employer match about $61,625 at 4% or $41,083 at 6%; with 100% employer match about $46,219 at 4% or $30,813 at 6%. |
| 2009 | 1 | 14 | $22,382 | $11,464 | $819iApproximate average salary by contribution assumption: employee only about $20,471 at 4% or $13,648 at 6%; with 50% employer match about $13,648 at 4% or $9,098 at 6%; with 100% employer match about $10,236 at 4% or $6,824 at 6%. |
| Lake Forest Keys 401K Plan | - | 14 | $22,382 | $11,464 | $819iApproximate average salary by contribution assumption: employee only about $20,471 at 4% or $13,648 at 6%; with 50% employer match about $13,648 at 4% or $9,098 at 6%; with 100% employer match about $10,236 at 4% or $6,824 at 6%. |
| 2008 | 1 | 14 | $4,927 | $5,820 | $416iApproximate average salary by contribution assumption: employee only about $10,393 at 4% or $6,929 at 6%; with 50% employer match about $6,929 at 4% or $4,619 at 6%; with 100% employer match about $5,196 at 4% or $3,464 at 6%. |
| Lake Forest Keys 401K Plan | - | 14 | $4,927 | $5,820 | $416iApproximate average salary by contribution assumption: employee only about $10,393 at 4% or $6,929 at 6%; with 50% employer match about $6,929 at 4% or $4,619 at 6%; with 100% employer match about $5,196 at 4% or $3,464 at 6%. |
| 2007 | 1 | 12 | $1,093 | $1,111 | $93iApproximate average salary by contribution assumption: employee only about $2,315 at 4% or $1,543 at 6%; with 50% employer match about $1,543 at 4% or $1,029 at 6%; with 100% employer match about $1,157 at 4% or $772 at 6%. |
| Lake Forest Keys 401K Plan | - | 12 | $1,093 | $1,111 | $93iApproximate average salary by contribution assumption: employee only about $2,315 at 4% or $1,543 at 6%; with 50% employer match about $1,543 at 4% or $1,029 at 6%; with 100% employer match about $1,157 at 4% or $772 at 6%. |