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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

The following addresses have been detected on the 401k submissions:

USA Location Address
2210 ENCINITAS BLVD. STE. C
ENCINITAS
CA
92024
Date first seen: 2007-01-01
Date last seen: 2024-02-29
USA Mailing Address
2210 ENCINITAS BLVD
SUITE C
ENCINITAS
CA
92024
Date first seen: 2007-01-01
Date last seen: 2024-02-29

LIFETIME FINANCIAL ADVISORS, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN2015-01-01 2010-01-01
001LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN2015-01-01 2004-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2020-06-11Employer Contributions $ 20,000
2020-06-11Employee Contributions $ 20,000
2018-02-14Employer Contributions $ 100,000
2018-02-14Employee Contributions $ 100,000
2018-01-02Employer Contributions $ 200,000
2018-01-02Employee Contributions $ 200,000
2017-08-30Employer Contributions $ 75,000
2017-08-30Employee Contributions $ 75,000
2017-07-21Employer Contributions $ 138,000
2017-07-21Employee Contributions $ 138,000
2017-04-28Employer Contributions $ 100,000
2017-04-28Employee Contributions $ 100,000
2016-11-23Employer Contributions $ 150,000
2016-11-23Employee Contributions $ 150,000
2016-09-15Employer Contributions $ 50,000
2016-09-15Employee Contributions $ 50,000
2016-03-01Employer Contributions $ 200,000
2016-03-01Employee Contributions $ 200,000
2015-10-06Employer Contributions $ 150,000
2015-10-06Employee Contributions $ 150,000
2015-04-15Employer Contributions $ 150,000
2015-04-15Employee Contributions $ 150,000
2015-03-25Employer Contributions $ 100,000
2015-03-25Employee Contributions $ 100,000
2015-02-13Employer Contributions $ 75,000
2015-02-13Employee Contributions $ 75,000
2014-08-28Employer Contributions $ 200,000
2014-08-28Employee Contributions $ 200,000
2012-07-06Employer Contributions $ 75,000 6 $ 12,500
2012-07-06Employee Contributions $ 75,000 6 $ 12,500
2012-04-17Employer Contributions $ 5,000 6 $ 833
2012-04-17Employee Contributions $ 5,000 6 $ 833
2011-11-09Employer Contributions $ 20,000 7 $ 2,857
2011-11-09Employee Contributions $ 20,000 7 $ 2,857
2011-10-18Employer Contributions $ 15,000 7 $ 2,143
2011-10-18Employee Contributions $ 15,000 7 $ 2,143
2011-08-12Employer Contributions $ 50,000 7 $ 7,143
2011-08-12Employee Contributions $ 50,000 7 $ 7,143
2011-02-14Employer Contributions $ 104,338 7 $ 14,905
2011-02-14Employee Contributions $ 104,338 7 $ 14,905
2011-02-01Employer Contributions $ 40,000 7 $ 5,714
2011-02-01Employee Contributions $ 40,000 7 $ 5,714
2010-12-21Employer Contributions $ 100 6 $ 17
2010-12-21Employee Contributions $ 100 6 $ 17

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