Civic Intelligence

Lifetime Financial Advisors LLC

Plan context: Lifetime Financial Advisors 401(K) Profit Sharing Plan

EIN 34-1959040 • Wooster, OH • 17 filings • 4 plans

2285 Eagle Pass, Suite CWooster, OH 44691
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$676,103

2024 Contributions

$70,184

Historical Graphs

Total Assets Over Time

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

$676,103$338,052$0201120182024YearValue
$676,103Latest year 2024

Participants Over Time

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

320201120182024YearValue
3Latest 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
202423$676,103$70,184$23,395iApproximate average salary by contribution assumption: employee only about $584,867 at 4% or $389,911 at 6%; with 50% employer match about $389,911 at 4% or $259,941 at 6%; with 100% employer match about $292,433 at 4% or $194,956 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$675,264$51,238$17,079iApproximate average salary by contribution assumption: employee only about $426,983 at 4% or $284,656 at 6%; with 50% employer match about $284,656 at 4% or $189,770 at 6%; with 100% employer match about $213,492 at 4% or $142,328 at 6%.
LIFETIME FINANCIAL ADVISOR SOCA BENEFIT PLAN-2$839$18,946$9,473iApproximate average salary by contribution assumption: employee only about $236,825 at 4% or $157,883 at 6%; with 50% employer match about $157,883 at 4% or $105,256 at 6%; with 100% employer match about $118,413 at 4% or $78,942 at 6%.
202323$565,841$62,313$20,771iApproximate average salary by contribution assumption: employee only about $519,275 at 4% or $346,183 at 6%; with 50% employer match about $346,183 at 4% or $230,789 at 6%; with 100% employer match about $259,638 at 4% or $173,092 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$565,086$44,597$14,866iApproximate average salary by contribution assumption: employee only about $371,642 at 4% or $247,761 at 6%; with 50% employer match about $247,761 at 4% or $165,174 at 6%; with 100% employer match about $185,821 at 4% or $123,881 at 6%.
LIFETIME FINANCIAL ADVISOR SOCA BENEFIT PLAN-2$755$17,716$8,858iApproximate average salary by contribution assumption: employee only about $221,450 at 4% or $147,633 at 6%; with 50% employer match about $147,633 at 4% or $98,422 at 6%; with 100% employer match about $110,725 at 4% or $73,817 at 6%.
202223$449,486$229,954$76,651iApproximate average salary by contribution assumption: employee only about $1,916,283 at 4% or $1,277,522 at 6%; with 50% employer match about $1,277,522 at 4% or $851,681 at 6%; with 100% employer match about $958,142 at 4% or $638,761 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$448,972$213,363$71,121iApproximate average salary by contribution assumption: employee only about $1,778,025 at 4% or $1,185,350 at 6%; with 50% employer match about $1,185,350 at 4% or $790,233 at 6%; with 100% employer match about $889,013 at 4% or $592,675 at 6%.
LIFETIME FINANCIAL ADVISOR SOCA BENEFIT PLAN-2$514$16,591$8,296iApproximate average salary by contribution assumption: employee only about $207,388 at 4% or $138,258 at 6%; with 50% employer match about $138,258 at 4% or $92,172 at 6%; with 100% employer match about $103,694 at 4% or $69,129 at 6%.
202113$312,700$20,173$6,724iApproximate average salary by contribution assumption: employee only about $168,108 at 4% or $112,072 at 6%; with 50% employer match about $112,072 at 4% or $74,715 at 6%; with 100% employer match about $84,054 at 4% or $56,036 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$312,700$20,173$6,724iApproximate average salary by contribution assumption: employee only about $168,108 at 4% or $112,072 at 6%; with 50% employer match about $112,072 at 4% or $74,715 at 6%; with 100% employer match about $84,054 at 4% or $56,036 at 6%.
202013$259,434$14,314$4,771iApproximate average salary by contribution assumption: employee only about $119,283 at 4% or $79,522 at 6%; with 50% employer match about $79,522 at 4% or $53,015 at 6%; with 100% employer match about $59,642 at 4% or $39,761 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$259,434$14,314$4,771iApproximate average salary by contribution assumption: employee only about $119,283 at 4% or $79,522 at 6%; with 50% employer match about $79,522 at 4% or $53,015 at 6%; with 100% employer match about $59,642 at 4% or $39,761 at 6%.
201913$198,128$13,316$4,439iApproximate average salary by contribution assumption: employee only about $110,967 at 4% or $73,978 at 6%; with 50% employer match about $73,978 at 4% or $49,319 at 6%; with 100% employer match about $55,483 at 4% or $36,989 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$198,128$13,316$4,439iApproximate average salary by contribution assumption: employee only about $110,967 at 4% or $73,978 at 6%; with 50% employer match about $73,978 at 4% or $49,319 at 6%; with 100% employer match about $55,483 at 4% or $36,989 at 6%.
201813$163,857$12,607$4,202iApproximate average salary by contribution assumption: employee only about $105,058 at 4% or $70,039 at 6%; with 50% employer match about $70,039 at 4% or $46,693 at 6%; with 100% employer match about $52,529 at 4% or $35,019 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$163,857$12,607$4,202iApproximate average salary by contribution assumption: employee only about $105,058 at 4% or $70,039 at 6%; with 50% employer match about $70,039 at 4% or $46,693 at 6%; with 100% employer match about $52,529 at 4% or $35,019 at 6%.
201713$160,503$112,749$37,583iApproximate average salary by contribution assumption: employee only about $939,575 at 4% or $626,383 at 6%; with 50% employer match about $626,383 at 4% or $417,589 at 6%; with 100% employer match about $469,788 at 4% or $313,192 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-3$160,503$112,749$37,583iApproximate average salary by contribution assumption: employee only about $939,575 at 4% or $626,383 at 6%; with 50% employer match about $626,383 at 4% or $417,589 at 6%; with 100% employer match about $469,788 at 4% or $313,192 at 6%.
201612$41,889$7,650$3,825iApproximate average salary by contribution assumption: employee only about $95,625 at 4% or $63,750 at 6%; with 50% employer match about $63,750 at 4% or $42,500 at 6%; with 100% employer match about $47,813 at 4% or $31,875 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-2$41,889$7,650$3,825iApproximate average salary by contribution assumption: employee only about $95,625 at 4% or $63,750 at 6%; with 50% employer match about $63,750 at 4% or $42,500 at 6%; with 100% employer match about $47,813 at 4% or $31,875 at 6%.
201512$31,474$7,420$3,710iApproximate average salary by contribution assumption: employee only about $92,750 at 4% or $61,833 at 6%; with 50% employer match about $61,833 at 4% or $41,222 at 6%; with 100% employer match about $46,375 at 4% or $30,917 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-2$31,474$7,420$3,710iApproximate average salary by contribution assumption: employee only about $92,750 at 4% or $61,833 at 6%; with 50% employer match about $61,833 at 4% or $41,222 at 6%; with 100% employer match about $46,375 at 4% or $30,917 at 6%.
201412$24,758$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-2$24,758$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
201312$18,186$6,178$3,089iApproximate average salary by contribution assumption: employee only about $77,225 at 4% or $51,483 at 6%; with 50% employer match about $51,483 at 4% or $34,322 at 6%; with 100% employer match about $38,613 at 4% or $25,742 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-2$18,186$6,178$3,089iApproximate average salary by contribution assumption: employee only about $77,225 at 4% or $51,483 at 6%; with 50% employer match about $51,483 at 4% or $34,322 at 6%; with 100% employer match about $38,613 at 4% or $25,742 at 6%.
201212$11,707$6,352$3,176iApproximate average salary by contribution assumption: employee only about $79,400 at 4% or $52,933 at 6%; with 50% employer match about $52,933 at 4% or $35,289 at 6%; with 100% employer match about $39,700 at 4% or $26,467 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-2$11,707$6,352$3,176iApproximate average salary by contribution assumption: employee only about $79,400 at 4% or $52,933 at 6%; with 50% employer match about $52,933 at 4% or $35,289 at 6%; with 100% employer match about $39,700 at 4% or $26,467 at 6%.
201112$5,262$5,318$2,659iApproximate average salary by contribution assumption: employee only about $66,475 at 4% or $44,317 at 6%; with 50% employer match about $44,317 at 4% or $29,544 at 6%; with 100% employer match about $33,238 at 4% or $22,158 at 6%.
Lifetime Financial Advisors 401(K) Profit Sharing Plan-2$5,262$5,318$2,659iApproximate average salary by contribution assumption: employee only about $66,475 at 4% or $44,317 at 6%; with 50% employer match about $44,317 at 4% or $29,544 at 6%; with 100% employer match about $33,238 at 4% or $22,158 at 6%.