Civic Intelligence

LifeSteps, Inc.

Plan context: Tax Deferred Annuity Plan of Lifesteps Inc.

EIN 25-1665243 • 39 filings • 3 plans

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Current Snapshot

Latest Year

2024

2024 Participants

694

2024 Assets

$5,086,747

2024 Contributions

$365,465

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,086,747$2,543,374$0200920172024YearValue
$5,086,747Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

9104550200220132024YearValue
694Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242694$5,086,747$365,465$527iApproximate average salary by contribution assumption: employee only about $13,165 at 4% or $8,777 at 6%; with 50% employer match about $8,777 at 4% or $5,851 at 6%; with 100% employer match about $6,583 at 4% or $4,388 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-694$5,086,747$365,465$527iApproximate average salary by contribution assumption: employee only about $13,165 at 4% or $8,777 at 6%; with 50% employer match about $8,777 at 4% or $5,851 at 6%; with 100% employer match about $6,583 at 4% or $4,388 at 6%.
Lifesteps Welfare Benefits Plan-432---
20232702$4,378,007$288,150$410iApproximate average salary by contribution assumption: employee only about $10,262 at 4% or $6,841 at 6%; with 50% employer match about $6,841 at 4% or $4,561 at 6%; with 100% employer match about $5,131 at 4% or $3,421 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-702$4,378,007$288,150$410iApproximate average salary by contribution assumption: employee only about $10,262 at 4% or $6,841 at 6%; with 50% employer match about $6,841 at 4% or $4,561 at 6%; with 100% employer match about $5,131 at 4% or $3,421 at 6%.
Lifesteps Welfare Benefits Plan-426---
20222737$3,877,398$331,937$450iApproximate average salary by contribution assumption: employee only about $11,260 at 4% or $7,506 at 6%; with 50% employer match about $7,506 at 4% or $5,004 at 6%; with 100% employer match about $5,630 at 4% or $3,753 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-737$3,877,398$331,937$450iApproximate average salary by contribution assumption: employee only about $11,260 at 4% or $7,506 at 6%; with 50% employer match about $7,506 at 4% or $5,004 at 6%; with 100% employer match about $5,630 at 4% or $3,753 at 6%.
Lifesteps Welfare Benefits Plan-426---
20212759$4,223,162$408,910$539iApproximate average salary by contribution assumption: employee only about $13,469 at 4% or $8,979 at 6%; with 50% employer match about $8,979 at 4% or $5,986 at 6%; with 100% employer match about $6,734 at 4% or $4,490 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-759$4,223,162$408,910$539iApproximate average salary by contribution assumption: employee only about $13,469 at 4% or $8,979 at 6%; with 50% employer match about $8,979 at 4% or $5,986 at 6%; with 100% employer match about $6,734 at 4% or $4,490 at 6%.
Lifesteps Welfare Benefits Plan-484---
20202849$3,506,180$312,187$368iApproximate average salary by contribution assumption: employee only about $9,193 at 4% or $6,129 at 6%; with 50% employer match about $6,129 at 4% or $4,086 at 6%; with 100% employer match about $4,596 at 4% or $3,064 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-849$3,506,180$312,187$368iApproximate average salary by contribution assumption: employee only about $9,193 at 4% or $6,129 at 6%; with 50% employer match about $6,129 at 4% or $4,086 at 6%; with 100% employer match about $4,596 at 4% or $3,064 at 6%.
Lifesteps Welfare Benefits Plan-522---
20192910$2,980,570$502,955$553iApproximate average salary by contribution assumption: employee only about $13,817 at 4% or $9,212 at 6%; with 50% employer match about $9,212 at 4% or $6,141 at 6%; with 100% employer match about $6,909 at 4% or $4,606 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-910$2,980,570$502,955$553iApproximate average salary by contribution assumption: employee only about $13,817 at 4% or $9,212 at 6%; with 50% employer match about $9,212 at 4% or $6,141 at 6%; with 100% employer match about $6,909 at 4% or $4,606 at 6%.
Lifesteps Welfare Benefits Plan-521---
20182859$2,236,202$289,033$336iApproximate average salary by contribution assumption: employee only about $8,412 at 4% or $5,608 at 6%; with 50% employer match about $5,608 at 4% or $3,739 at 6%; with 100% employer match about $4,206 at 4% or $2,804 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-859$2,236,202$289,033$336iApproximate average salary by contribution assumption: employee only about $8,412 at 4% or $5,608 at 6%; with 50% employer match about $5,608 at 4% or $3,739 at 6%; with 100% employer match about $4,206 at 4% or $2,804 at 6%.
Lifesteps Welfare Benefits Plan-524---
20172855$2,213,372$332,202$389iApproximate average salary by contribution assumption: employee only about $9,714 at 4% or $6,476 at 6%; with 50% employer match about $6,476 at 4% or $4,317 at 6%; with 100% employer match about $4,857 at 4% or $3,238 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-855$2,213,372$332,202$389iApproximate average salary by contribution assumption: employee only about $9,714 at 4% or $6,476 at 6%; with 50% employer match about $6,476 at 4% or $4,317 at 6%; with 100% employer match about $4,857 at 4% or $3,238 at 6%.
Lifesteps Welfare Benefits Plan-463---
20162856$1,915,719$209,896$245iApproximate average salary by contribution assumption: employee only about $6,130 at 4% or $4,087 at 6%; with 50% employer match about $4,087 at 4% or $2,725 at 6%; with 100% employer match about $3,065 at 4% or $2,043 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-856$1,915,719$209,896$245iApproximate average salary by contribution assumption: employee only about $6,130 at 4% or $4,087 at 6%; with 50% employer match about $4,087 at 4% or $2,725 at 6%; with 100% employer match about $3,065 at 4% or $2,043 at 6%.
Lifesteps Welfare Benefits Plan-488---
20152821$1,791,588$243,184$296iApproximate average salary by contribution assumption: employee only about $7,405 at 4% or $4,937 at 6%; with 50% employer match about $4,937 at 4% or $3,291 at 6%; with 100% employer match about $3,703 at 4% or $2,468 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-821$1,791,588$243,184$296iApproximate average salary by contribution assumption: employee only about $7,405 at 4% or $4,937 at 6%; with 50% employer match about $4,937 at 4% or $3,291 at 6%; with 100% employer match about $3,703 at 4% or $2,468 at 6%.
Lifesteps Welfare Benefits Plan-460---
20142897$1,576,182$490,627$547iApproximate average salary by contribution assumption: employee only about $13,674 at 4% or $9,116 at 6%; with 50% employer match about $9,116 at 4% or $6,077 at 6%; with 100% employer match about $6,837 at 4% or $4,558 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-897$1,576,182$490,627$547iApproximate average salary by contribution assumption: employee only about $13,674 at 4% or $9,116 at 6%; with 50% employer match about $9,116 at 4% or $6,077 at 6%; with 100% employer match about $6,837 at 4% or $4,558 at 6%.
Lifesteps Welfare Benefits Plan-519---
20132620$1,075,257$127,104$205iApproximate average salary by contribution assumption: employee only about $5,125 at 4% or $3,417 at 6%; with 50% employer match about $3,417 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,708 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-620$1,075,257$127,104$205iApproximate average salary by contribution assumption: employee only about $5,125 at 4% or $3,417 at 6%; with 50% employer match about $3,417 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,708 at 6%.
Lifesteps Welfare Benefits Plan-379---
20122631$921,966$110,865$176iApproximate average salary by contribution assumption: employee only about $4,392 at 4% or $2,928 at 6%; with 50% employer match about $2,928 at 4% or $1,952 at 6%; with 100% employer match about $2,196 at 4% or $1,464 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-631$921,966$110,865$176iApproximate average salary by contribution assumption: employee only about $4,392 at 4% or $2,928 at 6%; with 50% employer match about $2,928 at 4% or $1,952 at 6%; with 100% employer match about $2,196 at 4% or $1,464 at 6%.
Lifesteps Welfare Benefits Plan-395---
20112596$796,892$103,308$173iApproximate average salary by contribution assumption: employee only about $4,333 at 4% or $2,889 at 6%; with 50% employer match about $2,889 at 4% or $1,926 at 6%; with 100% employer match about $2,167 at 4% or $1,444 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-596$796,892$103,308$173iApproximate average salary by contribution assumption: employee only about $4,333 at 4% or $2,889 at 6%; with 50% employer match about $2,889 at 4% or $1,926 at 6%; with 100% employer match about $2,167 at 4% or $1,444 at 6%.
Lifesteps Welfare Benefits Plan-402---
20102588$773,992$104,213$177iApproximate average salary by contribution assumption: employee only about $4,431 at 4% or $2,954 at 6%; with 50% employer match about $2,954 at 4% or $1,969 at 6%; with 100% employer match about $2,215 at 4% or $1,477 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-588$773,992$104,213$177iApproximate average salary by contribution assumption: employee only about $4,431 at 4% or $2,954 at 6%; with 50% employer match about $2,954 at 4% or $1,969 at 6%; with 100% employer match about $2,215 at 4% or $1,477 at 6%.
Lifesteps Welfare Benefits Plan-399---
20092470$694,285$102,030$217iApproximate average salary by contribution assumption: employee only about $5,427 at 4% or $3,618 at 6%; with 50% employer match about $3,618 at 4% or $2,412 at 6%; with 100% employer match about $2,714 at 4% or $1,809 at 6%.
Tax Deferred Annuity Plan of Lifesteps Inc.-470$694,285$102,030$217iApproximate average salary by contribution assumption: employee only about $5,427 at 4% or $3,618 at 6%; with 50% employer match about $3,618 at 4% or $2,412 at 6%; with 100% employer match about $2,714 at 4% or $1,809 at 6%.
Lifesteps Welfare Benefits Plan-320---
20081308$0$0-
Lifesteps Welfare Benefits Plan-308---
20071274$0$0-
Lifesteps Welfare Benefits Plan-274---
20061258$0$0-
Lifesteps Welfare Benefits Plan-258---
20051262$0$0-
Lifesteps Welfare Benefits Plan-262---
20041245$0$0-
Lifesteps Welfare Benefits Plan-245---
20031250$0$0-
Lifesteps Welfare Benefits Plan-250---
20021239$0$0-
Lifesteps Welfare Benefits Plan-239---