Lifeplan Financial Design
Plan context: Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust
EIN 26-2893222 • Lansing, MI • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$272,237
2024 Contributions
$40,786
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $272,237 | $40,786 | $4,079iApproximate average salary by contribution assumption: employee only about $101,965 at 4% or $67,977 at 6%; with 50% employer match about $67,977 at 4% or $45,318 at 6%; with 100% employer match about $50,983 at 4% or $33,988 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 10 | $272,237 | $40,786 | $4,079iApproximate average salary by contribution assumption: employee only about $101,965 at 4% or $67,977 at 6%; with 50% employer match about $67,977 at 4% or $45,318 at 6%; with 100% employer match about $50,983 at 4% or $33,988 at 6%. |
| 2023 | 1 | 9 | $170,601 | $47,565 | $5,285iApproximate average salary by contribution assumption: employee only about $132,125 at 4% or $88,083 at 6%; with 50% employer match about $88,083 at 4% or $58,722 at 6%; with 100% employer match about $66,063 at 4% or $44,042 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 9 | $170,601 | $47,565 | $5,285iApproximate average salary by contribution assumption: employee only about $132,125 at 4% or $88,083 at 6%; with 50% employer match about $88,083 at 4% or $58,722 at 6%; with 100% employer match about $66,063 at 4% or $44,042 at 6%. |
| 2022 | 1 | 7 | $88,206 | $36,689 | $5,241iApproximate average salary by contribution assumption: employee only about $131,032 at 4% or $87,355 at 6%; with 50% employer match about $87,355 at 4% or $58,237 at 6%; with 100% employer match about $65,516 at 4% or $43,677 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 7 | $88,206 | $36,689 | $5,241iApproximate average salary by contribution assumption: employee only about $131,032 at 4% or $87,355 at 6%; with 50% employer match about $87,355 at 4% or $58,237 at 6%; with 100% employer match about $65,516 at 4% or $43,677 at 6%. |
| 2021 | 1 | 8 | $184,473 | $37,034 | $4,629iApproximate average salary by contribution assumption: employee only about $115,731 at 4% or $77,154 at 6%; with 50% employer match about $77,154 at 4% or $51,436 at 6%; with 100% employer match about $57,866 at 4% or $38,577 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 8 | $184,473 | $37,034 | $4,629iApproximate average salary by contribution assumption: employee only about $115,731 at 4% or $77,154 at 6%; with 50% employer match about $77,154 at 4% or $51,436 at 6%; with 100% employer match about $57,866 at 4% or $38,577 at 6%. |
| 2020 | 1 | 9 | $128,432 | $32,078 | $3,564iApproximate average salary by contribution assumption: employee only about $89,106 at 4% or $59,404 at 6%; with 50% employer match about $59,404 at 4% or $39,602 at 6%; with 100% employer match about $44,553 at 4% or $29,702 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 9 | $128,432 | $32,078 | $3,564iApproximate average salary by contribution assumption: employee only about $89,106 at 4% or $59,404 at 6%; with 50% employer match about $59,404 at 4% or $39,602 at 6%; with 100% employer match about $44,553 at 4% or $29,702 at 6%. |
| 2019 | 1 | 8 | $60,370 | $36,066 | $4,508iApproximate average salary by contribution assumption: employee only about $112,706 at 4% or $75,138 at 6%; with 50% employer match about $75,138 at 4% or $50,092 at 6%; with 100% employer match about $56,353 at 4% or $37,569 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 8 | $60,370 | $36,066 | $4,508iApproximate average salary by contribution assumption: employee only about $112,706 at 4% or $75,138 at 6%; with 50% employer match about $75,138 at 4% or $50,092 at 6%; with 100% employer match about $56,353 at 4% or $37,569 at 6%. |
| 2018 | 1 | 4 | $18,524 | $30,960 | $7,740iApproximate average salary by contribution assumption: employee only about $193,500 at 4% or $129,000 at 6%; with 50% employer match about $129,000 at 4% or $86,000 at 6%; with 100% employer match about $96,750 at 4% or $64,500 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 4 | $18,524 | $30,960 | $7,740iApproximate average salary by contribution assumption: employee only about $193,500 at 4% or $129,000 at 6%; with 50% employer match about $129,000 at 4% or $86,000 at 6%; with 100% employer match about $96,750 at 4% or $64,500 at 6%. |
| 2017 | 1 | 6 | $17,390 | $27,871 | $4,645iApproximate average salary by contribution assumption: employee only about $116,129 at 4% or $77,419 at 6%; with 50% employer match about $77,419 at 4% or $51,613 at 6%; with 100% employer match about $58,065 at 4% or $38,710 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 6 | $17,390 | $27,871 | $4,645iApproximate average salary by contribution assumption: employee only about $116,129 at 4% or $77,419 at 6%; with 50% employer match about $77,419 at 4% or $51,613 at 6%; with 100% employer match about $58,065 at 4% or $38,710 at 6%. |
| 2016 | 1 | 4 | $30,139 | $13,294 | $3,324iApproximate average salary by contribution assumption: employee only about $83,088 at 4% or $55,392 at 6%; with 50% employer match about $55,392 at 4% or $36,928 at 6%; with 100% employer match about $41,544 at 4% or $27,696 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 4 | $30,139 | $13,294 | $3,324iApproximate average salary by contribution assumption: employee only about $83,088 at 4% or $55,392 at 6%; with 50% employer match about $55,392 at 4% or $36,928 at 6%; with 100% employer match about $41,544 at 4% or $27,696 at 6%. |
| 2015 | 1 | 3 | $60,473 | $11,874 | $3,958iApproximate average salary by contribution assumption: employee only about $98,950 at 4% or $65,967 at 6%; with 50% employer match about $65,967 at 4% or $43,978 at 6%; with 100% employer match about $49,475 at 4% or $32,983 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 3 | $60,473 | $11,874 | $3,958iApproximate average salary by contribution assumption: employee only about $98,950 at 4% or $65,967 at 6%; with 50% employer match about $65,967 at 4% or $43,978 at 6%; with 100% employer match about $49,475 at 4% or $32,983 at 6%. |
| 2014 | 1 | 1 | $53,483 | $11,510 | $11,510iApproximate average salary by contribution assumption: employee only about $287,750 at 4% or $191,833 at 6%; with 50% employer match about $191,833 at 4% or $127,889 at 6%; with 100% employer match about $143,875 at 4% or $95,917 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 1 | $53,483 | $11,510 | $11,510iApproximate average salary by contribution assumption: employee only about $287,750 at 4% or $191,833 at 6%; with 50% employer match about $191,833 at 4% or $127,889 at 6%; with 100% employer match about $143,875 at 4% or $95,917 at 6%. |
| 2013 | 1 | 1 | $36,105 | $14,127 | $14,127iApproximate average salary by contribution assumption: employee only about $353,175 at 4% or $235,450 at 6%; with 50% employer match about $235,450 at 4% or $156,967 at 6%; with 100% employer match about $176,588 at 4% or $117,725 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 1 | $36,105 | $14,127 | $14,127iApproximate average salary by contribution assumption: employee only about $353,175 at 4% or $235,450 at 6%; with 50% employer match about $235,450 at 4% or $156,967 at 6%; with 100% employer match about $176,588 at 4% or $117,725 at 6%. |
| 2012 | 1 | 2 | $25,186 | $24,508 | $12,254iApproximate average salary by contribution assumption: employee only about $306,350 at 4% or $204,233 at 6%; with 50% employer match about $204,233 at 4% or $136,156 at 6%; with 100% employer match about $153,175 at 4% or $102,117 at 6%. |
| Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust | - | 2 | $25,186 | $24,508 | $12,254iApproximate average salary by contribution assumption: employee only about $306,350 at 4% or $204,233 at 6%; with 50% employer match about $204,233 at 4% or $136,156 at 6%; with 100% employer match about $153,175 at 4% or $102,117 at 6%. |