401k Plan data: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN plan

LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 STEVE VAN HOUTEN 2022-10-17
002 2020-01-01 STEVE VAN HOUTEN 2021-09-30
002 2019-01-01 STEVE VAN HOUTEN 2020-09-28
002 2018-01-01 STEVE VAN HOUTEN 2019-10-10
002 2017-01-01 STEVE VAN HOUTEN 2018-08-16
002 2016-01-01 STEVE VAN HOUTEN 2017-10-13
002 2015-01-01 STEVE VAN HOUTEN 2016-10-18
002 2015-01-01 STEVE VAN HOUTEN 2016-10-12
002 2014-01-01 STEVE VAN HOUTEN 2015-10-01
002 2013-01-01 STEVE VAN HOUTEN 2014-10-21
002 2011-01-01 STEVE VAN HOUTEN
002 2010-01-01 STEVE VAN HOUTEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	STEVE VAN HOUTEN	2022-10-17
002	2020-01-01	STEVE VAN HOUTEN	2021-09-30
002	2019-01-01	STEVE VAN HOUTEN	2020-09-28
002	2018-01-01	STEVE VAN HOUTEN	2019-10-10
002	2017-01-01	STEVE VAN HOUTEN	2018-08-16
002	2016-01-01	STEVE VAN HOUTEN	2017-10-13
002	2015-01-01	STEVE VAN HOUTEN	2016-10-18
002	2015-01-01	STEVE VAN HOUTEN	2016-10-12
002	2014-01-01	STEVE VAN HOUTEN	2015-10-01
002	2013-01-01	STEVE VAN HOUTEN	2014-10-21
002	2011-01-01	STEVE VAN HOUTEN
002	2010-01-01	STEVE VAN HOUTEN

Plan Statistics for LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,338,151
Acturial value of plan assets 2020-12-31 3,338,151
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 11,234
Active participant vested funding target 2020-12-31 3,145,700
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 3,145,700
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 3,156,934
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,601
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,601
Present value of excess contributions 2020-12-31 19,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 20,607
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 1,900
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,320,523
Acturial value of plan assets 2019-12-31 3,320,523
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 6,509
Active participant vested funding target 2019-12-31 2,913,168
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 2,913,168
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 2,919,677
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,725
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,725
Present value of excess contributions 2019-12-31 129,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 129,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 1,601
Total employer contributions 2019-12-31 20,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 19,525
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 332,120
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 19,525
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,312,242
Acturial value of plan assets 2018-12-31 2,309,552
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 6,494
Active participant vested funding target 2018-12-31 2,567,140
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 2,568,294
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 2,574,788
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,572
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,572
Present value of excess contributions 2018-12-31 95,133
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 95,133
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 1,725
Total employer contributions 2018-12-31 500,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 501,081
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 327,492
Net shortfall amortization installment of oustanding balance 2018-12-31 267,058
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 371,089
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 371,089
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 501,081
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,118,437
Acturial value of plan assets 2017-12-31 2,117,194
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 7,348
Active participant vested funding target 2017-12-31 2,079,975
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 2,082,913
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 2,090,261
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 1,478
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,478
Present value of excess contributions 2017-12-31 111,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 111,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 1,572
Total employer contributions 2017-12-31 375,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 372,718
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 302,867
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 277,585
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 277,585
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 372,718
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,500,436
Acturial value of plan assets 2016-12-31 1,498,962
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 6,642
Active participant vested funding target 2016-12-31 1,658,565
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 1,660,588
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 1,667,230
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,544
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 1,544
Present value of excess contributions 2016-12-31 33,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 33,894
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 1,478
Total employer contributions 2016-12-31 438,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 429,906
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 281,321
Net shortfall amortization installment of oustanding balance 2016-12-31 169,820
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 318,889
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 318,889
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 429,906
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
2010: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2020: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,338,151
Acturial value of plan assets	2020-12-31	3,338,151
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	11,234
Active participant vested funding target	2020-12-31	3,145,700
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	3,145,700
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	3,156,934
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,601
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,601
Present value of excess contributions	2020-12-31	19,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	20,607
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	1,900
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,320,523
Acturial value of plan assets	2019-12-31	3,320,523
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	6,509
Active participant vested funding target	2019-12-31	2,913,168
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	2,913,168
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	2,919,677
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,725
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,725
Present value of excess contributions	2019-12-31	129,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	129,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	1,601
Total employer contributions	2019-12-31	20,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	19,525
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	332,120
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	19,525
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,312,242
Acturial value of plan assets	2018-12-31	2,309,552
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	6,494
Active participant vested funding target	2018-12-31	2,567,140
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	2,568,294
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	2,574,788
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,572
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,572
Present value of excess contributions	2018-12-31	95,133
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	95,133
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,725
Total employer contributions	2018-12-31	500,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	501,081
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	327,492
Net shortfall amortization installment of oustanding balance	2018-12-31	267,058
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	371,089
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	371,089
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	501,081
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,118,437
Acturial value of plan assets	2017-12-31	2,117,194
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	7,348
Active participant vested funding target	2017-12-31	2,079,975
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	2,082,913
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	2,090,261
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,478
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,478
Present value of excess contributions	2017-12-31	111,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	111,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	1,572
Total employer contributions	2017-12-31	375,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	372,718
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	302,867
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	277,585
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	277,585
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	372,718
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,500,436
Acturial value of plan assets	2016-12-31	1,498,962
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	6,642
Active participant vested funding target	2016-12-31	1,658,565
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	1,660,588
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,667,230
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,544
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	1,544
Present value of excess contributions	2016-12-31	33,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	33,894
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,478
Total employer contributions	2016-12-31	438,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	429,906
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	281,321
Net shortfall amortization installment of oustanding balance	2016-12-31	169,820
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	318,889
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	318,889
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	429,906
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
2010: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2012 : LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$175,132
Total plan assets at end of year	2012-12-31	$454,012
Total plan assets at beginning of year	2012-12-31	$301,803
Net income (gross income less expenses)	2012-12-31	$175,132
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$454,012
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$301,803
Total contributions received or receivable from employer(s)	2012-12-31	$175,132
2011 : LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$165,000
Total plan assets at end of year	2011-12-31	$301,803
Total plan assets at beginning of year	2011-12-31	$144,538
Net income (gross income less expenses)	2011-12-31	$165,000
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$301,803
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$144,538
Total contributions received or receivable from employer(s)	2011-12-31	$165,000
2010 : LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$144,438
Total plan assets at end of year	2010-12-31	$144,538
Total plan assets at beginning of year	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$144,438
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$144,538
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$144,438

Form 5500 Responses for LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

2011: LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION 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. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
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

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