Civic Intelligence

Lifepro Insurance Marketing Inc.

Plan context: Lifepro Financial Services Inc. 401(K) Profit Sharing Plan

EIN 33-0512295 • San Diego, CA • 35 filings • 5 plans

11512 El Camino Real, Suite 100San Diego, CA 92130
Current Snapshot

Latest Year

2022

2022 Participants

53

2022 Assets

$9,906,942

2022 Contributions

$590,360

Historical Graphs

Total Assets Over Time

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

$9,906,942$4,953,471$0199920112021YearValue
$9,906,942Latest year 2021

Participants Over Time

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

53270199920102021YearValue
53Latest year 2021

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
202210$0$0-
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-0$0$0-
2021153$9,906,942$590,360$11,139iApproximate average salary by contribution assumption: employee only about $278,472 at 4% or $185,648 at 6%; with 50% employer match about $185,648 at 4% or $123,765 at 6%; with 100% employer match about $139,236 at 4% or $92,824 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-53$9,906,942$590,360$11,139iApproximate average salary by contribution assumption: employee only about $278,472 at 4% or $185,648 at 6%; with 50% employer match about $185,648 at 4% or $123,765 at 6%; with 100% employer match about $139,236 at 4% or $92,824 at 6%.
2020146$7,902,944$521,430$11,335iApproximate average salary by contribution assumption: employee only about $283,386 at 4% or $188,924 at 6%; with 50% employer match about $188,924 at 4% or $125,949 at 6%; with 100% employer match about $141,693 at 4% or $94,462 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-46$7,902,944$521,430$11,335iApproximate average salary by contribution assumption: employee only about $283,386 at 4% or $188,924 at 6%; with 50% employer match about $188,924 at 4% or $125,949 at 6%; with 100% employer match about $141,693 at 4% or $94,462 at 6%.
2019145$6,455,579$539,235$11,983iApproximate average salary by contribution assumption: employee only about $299,575 at 4% or $199,717 at 6%; with 50% employer match about $199,717 at 4% or $133,144 at 6%; with 100% employer match about $149,788 at 4% or $99,858 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-45$6,455,579$539,235$11,983iApproximate average salary by contribution assumption: employee only about $299,575 at 4% or $199,717 at 6%; with 50% employer match about $199,717 at 4% or $133,144 at 6%; with 100% employer match about $149,788 at 4% or $99,858 at 6%.
2018147$4,868,269$554,685$11,802iApproximate average salary by contribution assumption: employee only about $295,045 at 4% or $196,697 at 6%; with 50% employer match about $196,697 at 4% or $131,131 at 6%; with 100% employer match about $147,523 at 4% or $98,348 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-47$4,868,269$554,685$11,802iApproximate average salary by contribution assumption: employee only about $295,045 at 4% or $196,697 at 6%; with 50% employer match about $196,697 at 4% or $131,131 at 6%; with 100% employer match about $147,523 at 4% or $98,348 at 6%.
2017145$4,958,103$490,244$10,894iApproximate average salary by contribution assumption: employee only about $272,358 at 4% or $181,572 at 6%; with 50% employer match about $181,572 at 4% or $121,048 at 6%; with 100% employer match about $136,179 at 4% or $90,786 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-45$4,958,103$490,244$10,894iApproximate average salary by contribution assumption: employee only about $272,358 at 4% or $181,572 at 6%; with 50% employer match about $181,572 at 4% or $121,048 at 6%; with 100% employer match about $136,179 at 4% or $90,786 at 6%.
2016141$3,792,177$426,483$10,402iApproximate average salary by contribution assumption: employee only about $260,051 at 4% or $173,367 at 6%; with 50% employer match about $173,367 at 4% or $115,578 at 6%; with 100% employer match about $130,025 at 4% or $86,684 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-41$3,792,177$426,483$10,402iApproximate average salary by contribution assumption: employee only about $260,051 at 4% or $173,367 at 6%; with 50% employer match about $173,367 at 4% or $115,578 at 6%; with 100% employer match about $130,025 at 4% or $86,684 at 6%.
2015141$3,207,915$340,952$8,316iApproximate average salary by contribution assumption: employee only about $207,898 at 4% or $138,598 at 6%; with 50% employer match about $138,598 at 4% or $92,399 at 6%; with 100% employer match about $103,949 at 4% or $69,299 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-41$3,207,915$340,952$8,316iApproximate average salary by contribution assumption: employee only about $207,898 at 4% or $138,598 at 6%; with 50% employer match about $138,598 at 4% or $92,399 at 6%; with 100% employer match about $103,949 at 4% or $69,299 at 6%.
2014139$2,922,153$305,648$7,837iApproximate average salary by contribution assumption: employee only about $195,928 at 4% or $130,619 at 6%; with 50% employer match about $130,619 at 4% or $87,079 at 6%; with 100% employer match about $97,964 at 4% or $65,309 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-39$2,922,153$305,648$7,837iApproximate average salary by contribution assumption: employee only about $195,928 at 4% or $130,619 at 6%; with 50% employer match about $130,619 at 4% or $87,079 at 6%; with 100% employer match about $97,964 at 4% or $65,309 at 6%.
2013142$2,433,725$254,000$6,048iApproximate average salary by contribution assumption: employee only about $151,190 at 4% or $100,794 at 6%; with 50% employer match about $100,794 at 4% or $67,196 at 6%; with 100% employer match about $75,595 at 4% or $50,397 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-42$2,433,725$254,000$6,048iApproximate average salary by contribution assumption: employee only about $151,190 at 4% or $100,794 at 6%; with 50% employer match about $100,794 at 4% or $67,196 at 6%; with 100% employer match about $75,595 at 4% or $50,397 at 6%.
2012138$1,796,527$257,395$6,774iApproximate average salary by contribution assumption: employee only about $169,339 at 4% or $112,893 at 6%; with 50% employer match about $112,893 at 4% or $75,262 at 6%; with 100% employer match about $84,669 at 4% or $56,446 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-38$1,796,527$257,395$6,774iApproximate average salary by contribution assumption: employee only about $169,339 at 4% or $112,893 at 6%; with 50% employer match about $112,893 at 4% or $75,262 at 6%; with 100% employer match about $84,669 at 4% or $56,446 at 6%.
2011148$1,364,546$188,377$3,925iApproximate average salary by contribution assumption: employee only about $98,113 at 4% or $65,409 at 6%; with 50% employer match about $65,409 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,704 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-48$1,364,546$188,377$3,925iApproximate average salary by contribution assumption: employee only about $98,113 at 4% or $65,409 at 6%; with 50% employer match about $65,409 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,704 at 6%.
2010245$1,315,454$221,659$4,926iApproximate average salary by contribution assumption: employee only about $123,144 at 4% or $82,096 at 6%; with 50% employer match about $82,096 at 4% or $54,731 at 6%; with 100% employer match about $61,572 at 4% or $41,048 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-45$1,315,454$221,659$4,926iApproximate average salary by contribution assumption: employee only about $123,144 at 4% or $82,096 at 6%; with 50% employer match about $82,096 at 4% or $54,731 at 6%; with 100% employer match about $61,572 at 4% or $41,048 at 6%.
Lifepro Employee Pension Plan-0$0$0-
2009239$2,322,766$309,331$7,932iApproximate average salary by contribution assumption: employee only about $198,289 at 4% or $132,193 at 6%; with 50% employer match about $132,193 at 4% or $88,128 at 6%; with 100% employer match about $99,145 at 4% or $66,096 at 6%.
Lifepro Employee Pension Plan-20$1,363,253$87,980$4,399iApproximate average salary by contribution assumption: employee only about $109,975 at 4% or $73,317 at 6%; with 50% employer match about $73,317 at 4% or $48,878 at 6%; with 100% employer match about $54,988 at 4% or $36,658 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-39$959,513$221,351$5,676iApproximate average salary by contribution assumption: employee only about $141,892 at 4% or $94,594 at 6%; with 50% employer match about $94,594 at 4% or $63,063 at 6%; with 100% employer match about $70,946 at 4% or $47,297 at 6%.
2008229$1,721,575$386,096$13,314iApproximate average salary by contribution assumption: employee only about $332,841 at 4% or $221,894 at 6%; with 50% employer match about $221,894 at 4% or $147,930 at 6%; with 100% employer match about $166,421 at 4% or $110,947 at 6%.
Lifepro Employee Pension Plan-10$1,079,413$141,046$14,105iApproximate average salary by contribution assumption: employee only about $352,615 at 4% or $235,077 at 6%; with 50% employer match about $235,077 at 4% or $156,718 at 6%; with 100% employer match about $176,308 at 4% or $117,538 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-29$642,162$245,050$8,450iApproximate average salary by contribution assumption: employee only about $211,250 at 4% or $140,833 at 6%; with 50% employer match about $140,833 at 4% or $93,889 at 6%; with 100% employer match about $105,625 at 4% or $70,417 at 6%.
2007223$0$0-
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-23---
Lifepro Employee Pension Plan-19---
2006221$2,452,155$219,523$10,453iApproximate average salary by contribution assumption: employee only about $261,337 at 4% or $174,225 at 6%; with 50% employer match about $174,225 at 4% or $116,150 at 6%; with 100% employer match about $130,668 at 4% or $87,112 at 6%.
Lifepro Employee Pension Plan-21$1,592,538--
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-19$859,617$219,523$11,554iApproximate average salary by contribution assumption: employee only about $288,846 at 4% or $192,564 at 6%; with 50% employer match about $192,564 at 4% or $128,376 at 6%; with 100% employer match about $144,423 at 4% or $96,282 at 6%.
2005219$2,016,949$396,198$20,853iApproximate average salary by contribution assumption: employee only about $521,313 at 4% or $347,542 at 6%; with 50% employer match about $347,542 at 4% or $231,695 at 6%; with 100% employer match about $260,657 at 4% or $173,771 at 6%.
Lifepro Employee Pension Plan-18$1,426,589$232,460$12,914iApproximate average salary by contribution assumption: employee only about $322,861 at 4% or $215,241 at 6%; with 50% employer match about $215,241 at 4% or $143,494 at 6%; with 100% employer match about $161,431 at 4% or $107,620 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-19$590,360$163,738$8,618iApproximate average salary by contribution assumption: employee only about $215,445 at 4% or $143,630 at 6%; with 50% employer match about $143,630 at 4% or $95,753 at 6%; with 100% employer match about $107,722 at 4% or $71,815 at 6%.
2004223$1,514,255$376,748$16,380iApproximate average salary by contribution assumption: employee only about $409,509 at 4% or $273,006 at 6%; with 50% employer match about $273,006 at 4% or $182,004 at 6%; with 100% employer match about $204,754 at 4% or $136,503 at 6%.
Lifepro Employee Pension Plan-17$1,099,239$238,143$14,008iApproximate average salary by contribution assumption: employee only about $350,210 at 4% or $233,474 at 6%; with 50% employer match about $233,474 at 4% or $155,649 at 6%; with 100% employer match about $175,105 at 4% or $116,737 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-23$415,016$138,605$6,026iApproximate average salary by contribution assumption: employee only about $150,658 at 4% or $100,438 at 6%; with 50% employer match about $100,438 at 4% or $66,959 at 6%; with 100% employer match about $75,329 at 4% or $50,219 at 6%.
2003220$271,120$106,689$5,334iApproximate average salary by contribution assumption: employee only about $133,361 at 4% or $88,908 at 6%; with 50% employer match about $88,908 at 4% or $59,272 at 6%; with 100% employer match about $66,681 at 4% or $44,454 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-20$271,120$106,689$5,334iApproximate average salary by contribution assumption: employee only about $133,361 at 4% or $88,908 at 6%; with 50% employer match about $88,908 at 4% or $59,272 at 6%; with 100% employer match about $66,681 at 4% or $44,454 at 6%.
Lifepro Employee Pension Plan-12---
2002217$692,999$233,620$13,742iApproximate average salary by contribution assumption: employee only about $343,559 at 4% or $229,039 at 6%; with 50% employer match about $229,039 at 4% or $152,693 at 6%; with 100% employer match about $171,779 at 4% or $114,520 at 6%.
Lifepro Employee Pension Plan-10$573,083$163,205$16,321iApproximate average salary by contribution assumption: employee only about $408,013 at 4% or $272,008 at 6%; with 50% employer match about $272,008 at 4% or $181,339 at 6%; with 100% employer match about $204,006 at 4% or $136,004 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-17$119,916$70,415$4,142iApproximate average salary by contribution assumption: employee only about $103,551 at 4% or $69,034 at 6%; with 50% employer match about $69,034 at 4% or $46,023 at 6%; with 100% employer match about $51,776 at 4% or $34,517 at 6%.
200129$84,406$78,520$8,724iApproximate average salary by contribution assumption: employee only about $218,111 at 4% or $145,407 at 6%; with 50% employer match about $145,407 at 4% or $96,938 at 6%; with 100% employer match about $109,056 at 4% or $72,704 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-9$84,406$78,520$8,724iApproximate average salary by contribution assumption: employee only about $218,111 at 4% or $145,407 at 6%; with 50% employer match about $145,407 at 4% or $96,938 at 6%; with 100% employer match about $109,056 at 4% or $72,704 at 6%.
Lifepro Employee Pension Plan-8---
2000212$18,395$21,837$1,820iApproximate average salary by contribution assumption: employee only about $45,494 at 4% or $30,329 at 6%; with 50% employer match about $30,329 at 4% or $20,219 at 6%; with 100% employer match about $22,747 at 4% or $15,165 at 6%.
Lifepro Financial Services Inc. 401(K) Profit Sharing Plan-12$18,395$21,837$1,820iApproximate average salary by contribution assumption: employee only about $45,494 at 4% or $30,329 at 6%; with 50% employer match about $30,329 at 4% or $20,219 at 6%; with 100% employer match about $22,747 at 4% or $15,165 at 6%.
Lifepro Employee Pension Plan-6---
199915$250,488$92,937$18,587iApproximate average salary by contribution assumption: employee only about $464,685 at 4% or $309,790 at 6%; with 50% employer match about $309,790 at 4% or $206,527 at 6%; with 100% employer match about $232,343 at 4% or $154,895 at 6%.
Lifepro Employee Pension Plan-5$250,488$92,937$18,587iApproximate average salary by contribution assumption: employee only about $464,685 at 4% or $309,790 at 6%; with 50% employer match about $309,790 at 4% or $206,527 at 6%; with 100% employer match about $232,343 at 4% or $154,895 at 6%.