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EMPLOYEE BENEFIT PLAN OF LAKE FOREST PROPERTY OWNERS ASSOCIATION, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF LAKE FOREST PROPERTY OWNERS ASSOCIATION, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF LAKE FOREST PROPERTY OWNERS ASSOCIATION, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='630787921' AND PlanID='001'

401k Sponsoring company profile

LAKE FOREST PROPERTY OWNERS ASSOCIA TION, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAKE FOREST PROPERTY OWNERS ASSOCIA TION, INC.
Employer identification number (EIN):630787921
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF LAKE FOREST PROPERTY OWNERS ASSOCIATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PENNY LEBLANC-KASMIA2024-06-20
0012022-01-01RUTH PARTAIN2023-09-22
0012021-01-01RUTH PARTAIN2022-04-14
0012020-01-01RUTH PARTAIN2021-04-05
0012019-01-01RUTH PARTAIN2020-02-26
0012018-01-01RUTH PARTAIN2019-06-13
0012017-01-01WILLIAM DONATHAN2018-04-27 WILLIAM DONATHAN2018-04-27
0012016-01-01WILLIAM R DONATHAN2017-03-23 WILLIAM R DONATHAN2017-03-23
0012015-01-01WILLIAM R DONATHAN2016-04-21 WILLIAM R DONATHAN2016-04-21
0012014-01-01WILLIAM R DONATHAN2015-05-29 WILLIAM R DONATHAN2015-05-29
0012013-01-01WILLIAM R DONATHAN2014-05-14 WILLIAM R DONATHAN2014-05-14
0012012-01-01WILLIAM DONATHAN2013-05-15 WILLIAM DONATHAN2013-05-15
0012011-01-01WILLIAM R DONATHAN2012-05-15
0012010-01-01WILLIAM R DONATHAN2011-07-18 WILLIAM R DONATHAN2011-07-18

Financial Data on EMPLOYEE BENEFIT PLAN OF LAKE FOREST PROPERTY OWNERS ASSOCIATION, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF LAKE FOREST PROPERTY OWNERS ASSOCIATION, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-110
Total liabilities as of the end of the plan year2025-06-110
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-1146662
Net assets as of the end of the plan year2025-06-111036320
Total assets as of the beginning of the plan year2025-06-11879802
Value of plan covered by a fidelity bond2025-06-1150000
Participant contributions to plan in this plan year2025-06-1127175
Other expenses paid from plan in this plan year2025-06-110
Other contributions to plan in this plan year2025-06-110
Other income to plan in this plan year2025-06-11154193
Plan net income in this plan year2025-06-11156518
Net assets as of the end of the plan year2025-06-111036320
Net assets as of the beginning of the plan year2025-06-11879802
Employer contributions to plan in this plan year2025-06-1121812
Fees paid to broker by Benefit Provider2025-06-1175
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-11162
2024 : EMPLOYEE BENEFIT PLAN OF LAKE FOREST PROPERTY OWNERS ASSOCIATION, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2053455
Net assets as of the end of the plan year2024-06-20879802
Total assets as of the beginning of the plan year2024-06-20771544
Value of plan covered by a fidelity bond2024-06-2050000
Participant contributions to plan in this plan year2024-06-2022992
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-20121393
Plan net income in this plan year2024-06-20108258
Net assets as of the end of the plan year2024-06-20879802
Net assets as of the beginning of the plan year2024-06-20771544
Employer contributions to plan in this plan year2024-06-2017328
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-20110

Potentially related plans

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