LIFETIME FINANCIAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-13 | 34 |
| Total number of particpants at end of year | 2025-10-13 | 0 |
| Number of Participants With Account Balances | 2025-10-13 | 0 |
| 2024: LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-06 | 34 |
| Total number of particpants at end of year | 2024-10-06 | 0 |
| Number of Participants With Account Balances | 2024-10-06 | 0 |
| 2022: LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-12 | 34 |
| 2009: LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 106 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 107 |
| Number of participants with account balances | 2009-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 6115 |
| Net assets as of the end of the plan year | 2025-10-13 | 276623 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 182613 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 100000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 75185 |
| Value of participant loans at end of plan year | 2025-10-13 | 17721 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other contributions to plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 9983 |
| Plan net income in this plan year | 2025-10-13 | 94010 |
| Net assets as of the end of the plan year | 2025-10-13 | 276623 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 182613 |
| Employer contributions to plan in this plan year | 2025-10-13 | 14957 |
| Fees paid to broker by Benefit Provider | 2025-10-13 | 910 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 298 |
| 2024 : LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-06 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-06 | 90774 |
| Net assets as of the end of the plan year | 2024-10-06 | 182613 |
| Total assets as of the beginning of the plan year | 2024-10-06 | 186121 |
| Participant contributions to plan in this plan year | 2024-10-06 | 66144 |
| Value of participant loans at end of plan year | 2024-10-06 | 7765 |
| Other expenses paid from plan in this plan year | 2024-10-06 | 0 |
| Other contributions to plan in this plan year | 2024-10-06 | 0 |
| Other income to plan in this plan year | 2024-10-06 | 13496 |
| Plan net income in this plan year | 2024-10-06 | -3508 |
| Net assets as of the end of the plan year | 2024-10-06 | 182613 |
| Net assets as of the beginning of the plan year | 2024-10-06 | 186121 |
| Employer contributions to plan in this plan year | 2024-10-06 | 7626 |
| Fees paid to broker by Benefit Provider | 2024-10-06 | 1068 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-06 | 488 |
| 2022 : LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 93780 |
| Net assets as of the end of the plan year | 2022-10-12 | 685883 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 672986 |
| Participant contributions to plan in this plan year | 2022-10-12 | 67646 |
| Value of participant loans at end of plan year | 2022-10-12 | 1947 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 0 |
| Other contributions to plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 25976 |
| Plan net income in this plan year | 2022-10-12 | 12897 |
| Net assets as of the end of the plan year | 2022-10-12 | 685883 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 672986 |
| Employer contributions to plan in this plan year | 2022-10-12 | 13055 |
| Fees paid to broker by Benefit Provider | 2022-10-12 | 3628 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 312 |
