How big is Lake Forest II Master Homeowne's plan?

Lake Forest II Master Homeowne's plan reported $1.6M in assets and 47 participants for 2025.

Original filing (PDF)20260505174417NAL0001298545001

Lake Forest II Master Homeowne

Name: Lake Forest II Master Homeowne — Lake Forest II, Form 5500 (2025)
Creator: Lake Forest II Master Homeowne
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Forest II Master Homeowne 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lake Forest II Master Homeowne's Lake Forest II Master Homeowne 401(k) Profit Sharing Plan & Trust held $1.6M in plan assets for 47 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Alisa Woolsey signed Lake Forest II Master Homeowne's 2025 Form 5500 as plan administrator.

Alisa Woolsey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lake Forest II Master Homeowne's EIN is 95-2921294.

EIN 95-2921294

Plan number 001

Plan year 2025

ACK ID 20260505174417NAL0001298545001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lake Forest II Master Homeowne from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lake Forest II Master Homeowne's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE FOREST II MASTER HOMEOWNE.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off