Civic Intelligence

Lifetime Wealth Management Gro

Plan context: Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust

EIN 27-4517661 • Cheektowaga, NY • 13 filings • 4 plans

2562 Walden AvenueSuite 101Cheektowaga, NY 14225-4758
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$776,926

2024 Contributions

$69,657

Historical Graphs

Total Assets Over Time

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

$776,926$388,463$0201220182024YearValue
$776,926Latest year 2024

Participants Over Time

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

530201220182024YearValue
5Latest 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
202415$776,926$69,657$13,931iApproximate average salary by contribution assumption: employee only about $348,285 at 4% or $232,190 at 6%; with 50% employer match about $232,190 at 4% or $154,793 at 6%; with 100% employer match about $174,143 at 4% or $116,095 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-5$776,926$69,657$13,931iApproximate average salary by contribution assumption: employee only about $348,285 at 4% or $232,190 at 6%; with 50% employer match about $232,190 at 4% or $154,793 at 6%; with 100% employer match about $174,143 at 4% or $116,095 at 6%.
202313$604,554$53,453$17,818iApproximate average salary by contribution assumption: employee only about $445,442 at 4% or $296,961 at 6%; with 50% employer match about $296,961 at 4% or $197,974 at 6%; with 100% employer match about $222,721 at 4% or $148,481 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-3$604,554$53,453$17,818iApproximate average salary by contribution assumption: employee only about $445,442 at 4% or $296,961 at 6%; with 50% employer match about $296,961 at 4% or $197,974 at 6%; with 100% employer match about $222,721 at 4% or $148,481 at 6%.
202213$546,997$94,779$31,593iApproximate average salary by contribution assumption: employee only about $789,825 at 4% or $526,550 at 6%; with 50% employer match about $526,550 at 4% or $351,033 at 6%; with 100% employer match about $394,913 at 4% or $263,275 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-3$546,997$94,779$31,593iApproximate average salary by contribution assumption: employee only about $789,825 at 4% or $526,550 at 6%; with 50% employer match about $526,550 at 4% or $351,033 at 6%; with 100% employer match about $394,913 at 4% or $263,275 at 6%.
202113$559,306$63,490$21,163iApproximate average salary by contribution assumption: employee only about $529,083 at 4% or $352,722 at 6%; with 50% employer match about $352,722 at 4% or $235,148 at 6%; with 100% employer match about $264,542 at 4% or $176,361 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-3$559,306$63,490$21,163iApproximate average salary by contribution assumption: employee only about $529,083 at 4% or $352,722 at 6%; with 50% employer match about $352,722 at 4% or $235,148 at 6%; with 100% employer match about $264,542 at 4% or $176,361 at 6%.
202013$418,113$52,883$17,628iApproximate average salary by contribution assumption: employee only about $440,692 at 4% or $293,794 at 6%; with 50% employer match about $293,794 at 4% or $195,863 at 6%; with 100% employer match about $220,346 at 4% or $146,897 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-3$418,113$52,883$17,628iApproximate average salary by contribution assumption: employee only about $440,692 at 4% or $293,794 at 6%; with 50% employer match about $293,794 at 4% or $195,863 at 6%; with 100% employer match about $220,346 at 4% or $146,897 at 6%.
201912$277,970$31,856$15,928iApproximate average salary by contribution assumption: employee only about $398,200 at 4% or $265,467 at 6%; with 50% employer match about $265,467 at 4% or $176,978 at 6%; with 100% employer match about $199,100 at 4% or $132,733 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-2$277,970$31,856$15,928iApproximate average salary by contribution assumption: employee only about $398,200 at 4% or $265,467 at 6%; with 50% employer match about $265,467 at 4% or $176,978 at 6%; with 100% employer match about $199,100 at 4% or $132,733 at 6%.
201812$195,813$24,890$12,445iApproximate average salary by contribution assumption: employee only about $311,125 at 4% or $207,417 at 6%; with 50% employer match about $207,417 at 4% or $138,278 at 6%; with 100% employer match about $155,563 at 4% or $103,708 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-2$195,813$24,890$12,445iApproximate average salary by contribution assumption: employee only about $311,125 at 4% or $207,417 at 6%; with 50% employer match about $207,417 at 4% or $138,278 at 6%; with 100% employer match about $155,563 at 4% or $103,708 at 6%.
201712$185,317$23,190$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-2$185,317$23,190$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
201612$138,638$22,860$11,430iApproximate average salary by contribution assumption: employee only about $285,750 at 4% or $190,500 at 6%; with 50% employer match about $190,500 at 4% or $127,000 at 6%; with 100% employer match about $142,875 at 4% or $95,250 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-2$138,638$22,860$11,430iApproximate average salary by contribution assumption: employee only about $285,750 at 4% or $190,500 at 6%; with 50% employer match about $190,500 at 4% or $127,000 at 6%; with 100% employer match about $142,875 at 4% or $95,250 at 6%.
201512$103,944$36,400$18,200iApproximate average salary by contribution assumption: employee only about $455,000 at 4% or $303,333 at 6%; with 50% employer match about $303,333 at 4% or $202,222 at 6%; with 100% employer match about $227,500 at 4% or $151,667 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-2$103,944$36,400$18,200iApproximate average salary by contribution assumption: employee only about $455,000 at 4% or $303,333 at 6%; with 50% employer match about $303,333 at 4% or $202,222 at 6%; with 100% employer match about $227,500 at 4% or $151,667 at 6%.
201411$84,796$34,900$34,900iApproximate average salary by contribution assumption: employee only about $872,500 at 4% or $581,667 at 6%; with 50% employer match about $581,667 at 4% or $387,778 at 6%; with 100% employer match about $436,250 at 4% or $290,833 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-1$84,796$34,900$34,900iApproximate average salary by contribution assumption: employee only about $872,500 at 4% or $581,667 at 6%; with 50% employer match about $581,667 at 4% or $387,778 at 6%; with 100% employer match about $436,250 at 4% or $290,833 at 6%.
201312$51,368$20,265$10,133iApproximate average salary by contribution assumption: employee only about $253,313 at 4% or $168,875 at 6%; with 50% employer match about $168,875 at 4% or $112,583 at 6%; with 100% employer match about $126,656 at 4% or $84,438 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-2$51,368$20,265$10,133iApproximate average salary by contribution assumption: employee only about $253,313 at 4% or $168,875 at 6%; with 50% employer match about $168,875 at 4% or $112,583 at 6%; with 100% employer match about $126,656 at 4% or $84,438 at 6%.
201212$22,896$21,592$10,796iApproximate average salary by contribution assumption: employee only about $269,900 at 4% or $179,933 at 6%; with 50% employer match about $179,933 at 4% or $119,956 at 6%; with 100% employer match about $134,950 at 4% or $89,967 at 6%.
Lifetime Wealth Management Gro 401 K Profit Sharing Plan Trust-2$22,896$21,592$10,796iApproximate average salary by contribution assumption: employee only about $269,900 at 4% or $179,933 at 6%; with 50% employer match about $179,933 at 4% or $119,956 at 6%; with 100% employer match about $134,950 at 4% or $89,967 at 6%.