401k Plan data: LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN plan

LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIFETIME FINANCIAL ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: LIFETIME FINANCIAL ADVISORS, INC.

Employer identification number (EIN): 953568901

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEVE VAN HOUTEN 2024-08-15
001 2022-01-01 STEVE VAN HOUTEN 2023-08-24
001 2021-01-01 STEVE VAN HOUTEN 2022-09-29
001 2020-01-01 STEVE VAN HOUTEN 2021-09-30
001 2019-01-01 STEVE VAN HOUTEN 2020-09-28
001 2018-01-01 STEVE VAN HOUTEN 2019-10-14
001 2017-01-01 STEVE VAN HOUTEN 2018-09-13
001 2016-01-01 STEVE VAN HOUTEN 2017-10-16
001 2015-01-01 STEVE VAN HOUTEN 2016-10-12
001 2014-01-01 STEVE VAN HOUTEN 2015-10-15
001 2013-01-01 STEVE VAN HOUTEN
001 2012-01-01 STEVE VAN HOUTEN
001 2011-01-01 STEVE VAN HOUTEN
001 2010-01-01 STEVE VAN HOUTEN
001 2009-01-01 STEVE VAN HOUTEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	STEVE VAN HOUTEN	2024-08-15
001	2022-01-01	STEVE VAN HOUTEN	2023-08-24
001	2021-01-01	STEVE VAN HOUTEN	2022-09-29
001	2020-01-01	STEVE VAN HOUTEN	2021-09-30
001	2019-01-01	STEVE VAN HOUTEN	2020-09-28
001	2018-01-01	STEVE VAN HOUTEN	2019-10-14
001	2017-01-01	STEVE VAN HOUTEN	2018-09-13
001	2016-01-01	STEVE VAN HOUTEN	2017-10-16
001	2015-01-01	STEVE VAN HOUTEN	2016-10-12
001	2014-01-01	STEVE VAN HOUTEN	2015-10-15
001	2013-01-01	STEVE VAN HOUTEN
001	2012-01-01	STEVE VAN HOUTEN
001	2011-01-01	STEVE VAN HOUTEN
001	2010-01-01	STEVE VAN HOUTEN
001	2009-01-01	STEVE VAN HOUTEN

Financial Data on LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-24	0
Total liabilities as of the end of the plan year	2025-09-24	0
Total liabilities as of the beginning of the plan year	2025-09-24	0
Total expenses incurred by plan in this plan year	2025-09-24	0
Net assets as of the end of the plan year	2025-09-24	9754103
Total assets as of the beginning of the plan year	2025-09-24	8002886
Value of plan covered by a fidelity bond	2025-09-24	500000
Participant contributions to plan in this plan year	2025-09-24	158476
Other expenses paid from plan in this plan year	2025-09-24	0
Other contributions to plan in this plan year	2025-09-24	0
Other income to plan in this plan year	2025-09-24	1452742
Plan net income in this plan year	2025-09-24	1751217
Net assets as of the end of the plan year	2025-09-24	9754103
Net assets as of the beginning of the plan year	2025-09-24	8002886
Employer contributions to plan in this plan year	2025-09-24	139999
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-24	0
2024 : LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-15	0
Total liabilities as of the end of the plan year	2024-08-15	0
Total liabilities as of the beginning of the plan year	2024-08-15	0
Total expenses incurred by plan in this plan year	2024-08-15	55032
Net assets as of the end of the plan year	2024-08-15	8002886
Total assets as of the beginning of the plan year	2024-08-15	6352536
Value of plan covered by a fidelity bond	2024-08-15	500000
Participant contributions to plan in this plan year	2024-08-15	144309
Other expenses paid from plan in this plan year	2024-08-15	0
Other contributions to plan in this plan year	2024-08-15	0
Other income to plan in this plan year	2024-08-15	1416339
Plan net income in this plan year	2024-08-15	1650350
Net assets as of the end of the plan year	2024-08-15	8002886
Net assets as of the beginning of the plan year	2024-08-15	6352536
Employer contributions to plan in this plan year	2024-08-15	144734
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-15	0
2022 : LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-29	0
Total liabilities as of the end of the plan year	2022-09-29	0
Total liabilities as of the beginning of the plan year	2022-09-29	0
Total expenses incurred by plan in this plan year	2022-09-29	41687
Net assets as of the end of the plan year	2022-09-29	8499516
Total assets as of the beginning of the plan year	2022-09-29	6976563
Value of plan covered by a fidelity bond	2022-09-29	625000
Participant contributions to plan in this plan year	2022-09-29	124388
Other expenses paid from plan in this plan year	2022-09-29	0
Other contributions to plan in this plan year	2022-09-29	462342
Other income to plan in this plan year	2022-09-29	892171
Plan net income in this plan year	2022-09-29	1522953
Net assets as of the end of the plan year	2022-09-29	8499516
Net assets as of the beginning of the plan year	2022-09-29	6976563
Employer contributions to plan in this plan year	2022-09-29	85739
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-29	0
2013 : LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$143,273
Expenses. Total of all expenses incurred	2013-12-31	$12,626
Benefits paid (including direct rollovers)	2013-12-31	$12,626
Total plan assets at end of year	2013-12-31	$946,956
Total plan assets at beginning of year	2013-12-31	$816,309
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$31,703
Other income received	2013-12-31	$80,619
Net income (gross income less expenses)	2013-12-31	$130,647
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$946,956
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$816,309
Total contributions received or receivable from employer(s)	2013-12-31	$30,951
2012 : LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$36,244
Total plan assets at end of year	2012-12-31	$816,309
Total plan assets at beginning of year	2012-12-31	$686,259
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$3,150
Net income (gross income less expenses)	2012-12-31	$36,244
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$816,309
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$686,259
Total contributions received or receivable from employer(s)	2012-12-31	$33,094
2011 : LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$65,766
Expenses. Total of all expenses incurred	2011-12-31	$47,605
Total plan assets at end of year	2011-12-31	$686,259
Total plan assets at beginning of year	2011-12-31	$668,099
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$34,179
Expenses. Other expenses not covered elsewhere	2011-12-31	$47,605
Net income (gross income less expenses)	2011-12-31	$18,161
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$686,259
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$668,099
Total contributions received or receivable from employer(s)	2011-12-31	$31,587
2010 : LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$69,204
Total plan assets at end of year	2010-12-31	$668,099
Total plan assets at beginning of year	2010-12-31	$548,556
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$51,983
Net income (gross income less expenses)	2010-12-31	$69,204
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$668,099
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$548,556
Total contributions received or receivable from employer(s)	2010-12-31	$17,221

Form 5500 Responses for LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN

2013: LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LIFETIME FINANCIAL ADVISORS, INC.
Employer identification number (EIN):	953568901
NAIC Classification:	523900