LIFESTYLE FINANCIAL SERVICES
Plan context: LIFESTYLE FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST
EIN 46-2667321 • Santa Ana, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$392,312
2025 Contributions
$90,537
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $392,312 | $90,537 | $22,634iApproximate average salary by contribution assumption: employee only about $565,856 at 4% or $377,238 at 6%; with 50% employer match about $377,238 at 4% or $251,492 at 6%; with 100% employer match about $282,928 at 4% or $188,619 at 6%. |
| LIFESTYLE FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $392,312 | $90,537 | $22,634iApproximate average salary by contribution assumption: employee only about $565,856 at 4% or $377,238 at 6%; with 50% employer match about $377,238 at 4% or $251,492 at 6%; with 100% employer match about $282,928 at 4% or $188,619 at 6%. |
| 2024 | 1 | 4 | $248,329 | $67,439 | $16,860iApproximate average salary by contribution assumption: employee only about $421,494 at 4% or $280,996 at 6%; with 50% employer match about $280,996 at 4% or $187,331 at 6%; with 100% employer match about $210,747 at 4% or $140,498 at 6%. |
| LIFESTYLE FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $248,329 | $67,439 | $16,860iApproximate average salary by contribution assumption: employee only about $421,494 at 4% or $280,996 at 6%; with 50% employer match about $280,996 at 4% or $187,331 at 6%; with 100% employer match about $210,747 at 4% or $140,498 at 6%. |
| 2023 | 1 | 4 | $150,412 | $137,127 | $34,282iApproximate average salary by contribution assumption: employee only about $857,044 at 4% or $571,363 at 6%; with 50% employer match about $571,363 at 4% or $380,908 at 6%; with 100% employer match about $428,522 at 4% or $285,681 at 6%. |
| LIFESTYLE FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $150,412 | $137,127 | $34,282iApproximate average salary by contribution assumption: employee only about $857,044 at 4% or $571,363 at 6%; with 50% employer match about $571,363 at 4% or $380,908 at 6%; with 100% employer match about $428,522 at 4% or $285,681 at 6%. |