Civic Intelligence

Lifestore Financial Group

Plan context: Lifestore 401(K) Profit Sharing Plan

EIN 56-2098545 • West Jefferson, NC • 46 filings • 8 plans

21 East Ashe StreetWest Jefferson, NC 28694
Current Snapshot

Latest Year

2024

2024 Participants

107

2024 Assets

$16,844,631

2024 Contributions

$1,128,865

Historical Graphs

Total Assets Over Time

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

$16,844,631$8,422,316$0200320142023YearValue
$16,844,631Latest year 2023

Participants Over Time

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

147740200120132024YearValue
107Latest 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
20241107$0$0-
Lifestore Health & Welfare Plan-107---
20232112$16,844,631$1,128,865$10,079iApproximate average salary by contribution assumption: employee only about $251,979 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,989 at 4% or $83,993 at 6%.
Lifestore 401(K) Profit Sharing Plan-112$16,844,631$1,128,865$10,079iApproximate average salary by contribution assumption: employee only about $251,979 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,989 at 4% or $83,993 at 6%.
Lifestore Health & Welfare Plan-106---
20222107$14,522,432$1,185,558$11,080iApproximate average salary by contribution assumption: employee only about $277,000 at 4% or $184,666 at 6%; with 50% employer match about $184,666 at 4% or $123,111 at 6%; with 100% employer match about $138,500 at 4% or $92,333 at 6%.
Lifestore 401(K) Profit Sharing Plan-106$14,522,432$1,185,558$11,185iApproximate average salary by contribution assumption: employee only about $279,613 at 4% or $186,408 at 6%; with 50% employer match about $186,408 at 4% or $124,272 at 6%; with 100% employer match about $139,806 at 4% or $93,204 at 6%.
Lifestore Health & Welfare Plan-107---
20212108$12,874,996$1,104,156$10,224iApproximate average salary by contribution assumption: employee only about $255,592 at 4% or $170,394 at 6%; with 50% employer match about $170,394 at 4% or $113,596 at 6%; with 100% employer match about $127,796 at 4% or $85,197 at 6%.
Lifestore 401(K) Profit Sharing Plan-106$12,874,996$1,104,156$10,417iApproximate average salary by contribution assumption: employee only about $260,414 at 4% or $173,609 at 6%; with 50% employer match about $173,609 at 4% or $115,740 at 6%; with 100% employer match about $130,207 at 4% or $86,805 at 6%.
Lifestore Health & Welfare Plan-108---
20202109$13,936,564$1,150,012$10,551iApproximate average salary by contribution assumption: employee only about $263,764 at 4% or $175,843 at 6%; with 50% employer match about $175,843 at 4% or $117,229 at 6%; with 100% employer match about $131,882 at 4% or $87,921 at 6%.
Lifestore 401(K) Profit Sharing Plan-105$13,936,564$1,150,012$10,952iApproximate average salary by contribution assumption: employee only about $273,812 at 4% or $182,542 at 6%; with 50% employer match about $182,542 at 4% or $121,694 at 6%; with 100% employer match about $136,906 at 4% or $91,271 at 6%.
Lifestore Health & Welfare Plan-109---
20192113$10,486,677$945,353$8,366iApproximate average salary by contribution assumption: employee only about $209,149 at 4% or $139,433 at 6%; with 50% employer match about $139,433 at 4% or $92,955 at 6%; with 100% employer match about $104,574 at 4% or $69,716 at 6%.
Lifestore 401(K) Profit Sharing Plan-113$10,486,677$945,353$8,366iApproximate average salary by contribution assumption: employee only about $209,149 at 4% or $139,433 at 6%; with 50% employer match about $139,433 at 4% or $92,955 at 6%; with 100% employer match about $104,574 at 4% or $69,716 at 6%.
Lifestore Health & Welfare Plan-109---
20182110$9,558,745$880,906$8,008iApproximate average salary by contribution assumption: employee only about $200,206 at 4% or $133,471 at 6%; with 50% employer match about $133,471 at 4% or $88,980 at 6%; with 100% employer match about $100,103 at 4% or $66,735 at 6%.
Lifestore 401(K) Profit Sharing Plan-110$9,558,745$880,906$8,008iApproximate average salary by contribution assumption: employee only about $200,206 at 4% or $133,471 at 6%; with 50% employer match about $133,471 at 4% or $88,980 at 6%; with 100% employer match about $100,103 at 4% or $66,735 at 6%.
Lifestore Health & Welfare Plan-108---
20172109$8,763,063$816,061$7,487iApproximate average salary by contribution assumption: employee only about $187,170 at 4% or $124,780 at 6%; with 50% employer match about $124,780 at 4% or $83,187 at 6%; with 100% employer match about $93,585 at 4% or $62,390 at 6%.
Lifestore 401(K) Profit Sharing Plan-109$8,763,063$816,061$7,487iApproximate average salary by contribution assumption: employee only about $187,170 at 4% or $124,780 at 6%; with 50% employer match about $124,780 at 4% or $83,187 at 6%; with 100% employer match about $93,585 at 4% or $62,390 at 6%.
Lifestore Health & Welfare Plan-107---
20162115$7,663,900$673,348$5,855iApproximate average salary by contribution assumption: employee only about $146,380 at 4% or $97,587 at 6%; with 50% employer match about $97,587 at 4% or $65,058 at 6%; with 100% employer match about $73,190 at 4% or $48,793 at 6%.
Lifestore 401(K) Profit Sharing Plan-115$7,663,900$673,348$5,855iApproximate average salary by contribution assumption: employee only about $146,380 at 4% or $97,587 at 6%; with 50% employer match about $97,587 at 4% or $65,058 at 6%; with 100% employer match about $73,190 at 4% or $48,793 at 6%.
Lifestore Health & Welfare Plan-108---
20152114$6,676,503$528,694$4,638iApproximate average salary by contribution assumption: employee only about $115,942 at 4% or $77,294 at 6%; with 50% employer match about $77,294 at 4% or $51,530 at 6%; with 100% employer match about $57,971 at 4% or $38,647 at 6%.
Lifestore 401(K) Profit Sharing Plan-114$6,676,503$528,694$4,638iApproximate average salary by contribution assumption: employee only about $115,942 at 4% or $77,294 at 6%; with 50% employer match about $77,294 at 4% or $51,530 at 6%; with 100% employer match about $57,971 at 4% or $38,647 at 6%.
Lifestore Health & Welfare Plan-112---
20142112$6,581,988$519,442$4,638iApproximate average salary by contribution assumption: employee only about $115,947 at 4% or $77,298 at 6%; with 50% employer match about $77,298 at 4% or $51,532 at 6%; with 100% employer match about $57,973 at 4% or $38,649 at 6%.
Lifestore 401(K) Profit Sharing Plan-112$6,581,988$519,442$4,638iApproximate average salary by contribution assumption: employee only about $115,947 at 4% or $77,298 at 6%; with 50% employer match about $77,298 at 4% or $51,532 at 6%; with 100% employer match about $57,973 at 4% or $38,649 at 6%.
Lifestore Health & Welfare Plan-106---
20132106$6,098,343$404,462$3,816iApproximate average salary by contribution assumption: employee only about $95,392 at 4% or $63,595 at 6%; with 50% employer match about $63,595 at 4% or $42,396 at 6%; with 100% employer match about $47,696 at 4% or $31,797 at 6%.
Lifestore 401(K) Profit Sharing Plan-106$6,098,343$404,462$3,816iApproximate average salary by contribution assumption: employee only about $95,392 at 4% or $63,595 at 6%; with 50% employer match about $63,595 at 4% or $42,396 at 6%; with 100% employer match about $47,696 at 4% or $31,797 at 6%.
Lifestore Health & Welfare Plan-105---
20122109$5,055,835$326,068$2,991iApproximate average salary by contribution assumption: employee only about $74,786 at 4% or $49,857 at 6%; with 50% employer match about $49,857 at 4% or $33,238 at 6%; with 100% employer match about $37,393 at 4% or $24,929 at 6%.
Lifestore 401(K) Profit Sharing Plan-109$5,055,835$326,068$2,991iApproximate average salary by contribution assumption: employee only about $74,786 at 4% or $49,857 at 6%; with 50% employer match about $49,857 at 4% or $33,238 at 6%; with 100% employer match about $37,393 at 4% or $24,929 at 6%.
Lifestore Health & Welfare Plan-105---
20112112$4,649,075$325,170$2,903iApproximate average salary by contribution assumption: employee only about $72,583 at 4% or $48,388 at 6%; with 50% employer match about $48,388 at 4% or $32,259 at 6%; with 100% employer match about $36,291 at 4% or $24,194 at 6%.
Lifestore 401(K) Profit Sharing Plan-108$4,649,075$325,170$3,011iApproximate average salary by contribution assumption: employee only about $75,271 at 4% or $50,181 at 6%; with 50% employer match about $50,181 at 4% or $33,454 at 6%; with 100% employer match about $37,635 at 4% or $25,090 at 6%.
Lifestore Health & Welfare Plan-112---
20103116$4,436,500$338,902$2,922iApproximate average salary by contribution assumption: employee only about $73,039 at 4% or $48,693 at 6%; with 50% employer match about $48,693 at 4% or $32,462 at 6%; with 100% employer match about $36,520 at 4% or $24,346 at 6%.
Lifestore 401(K) Profit Sharing Plan-116$4,436,500$338,902$2,922iApproximate average salary by contribution assumption: employee only about $73,039 at 4% or $48,693 at 6%; with 50% employer match about $48,693 at 4% or $32,462 at 6%; with 100% employer match about $36,520 at 4% or $24,346 at 6%.
Lifestore 401(K) Profit Sharing Plan-0---
Lifestore Health & Welfare Plan-115---
20092123$3,732,769$668,573$5,436iApproximate average salary by contribution assumption: employee only about $135,889 at 4% or $90,593 at 6%; with 50% employer match about $90,593 at 4% or $60,395 at 6%; with 100% employer match about $67,944 at 4% or $45,296 at 6%.
Lifestore 401(K) Profit Sharing Plan-123$3,732,769$668,573$5,436iApproximate average salary by contribution assumption: employee only about $135,889 at 4% or $90,593 at 6%; with 50% employer match about $90,593 at 4% or $60,395 at 6%; with 100% employer match about $67,944 at 4% or $45,296 at 6%.
Lifestore Health & Welfare Plan-116---
20081119$0$0-
Lifestore 401(K) Profit Sharing Plan-119---
20072139$0$0-
Lifestore Health & Welfare Plan-139---
Lifestore 401(K) Profit Sharing Plan-104---
20062147$3,909,645$525,992$3,578iApproximate average salary by contribution assumption: employee only about $89,454 at 4% or $59,636 at 6%; with 50% employer match about $59,636 at 4% or $39,758 at 6%; with 100% employer match about $44,727 at 4% or $29,818 at 6%.
Lifestore 401(K) Profit Sharing Plan-109$3,909,645$525,992$4,826iApproximate average salary by contribution assumption: employee only about $120,640 at 4% or $80,427 at 6%; with 50% employer match about $80,427 at 4% or $53,618 at 6%; with 100% employer match about $60,320 at 4% or $40,213 at 6%.
Lifestore Health & Welfare Plan-147---
20052114$1,898,510$1,059,615$9,295iApproximate average salary by contribution assumption: employee only about $232,372 at 4% or $154,914 at 6%; with 50% employer match about $154,914 at 4% or $103,276 at 6%; with 100% employer match about $116,186 at 4% or $77,457 at 6%.
Lifestore 401(K) Profit Sharing Plan-73$1,898,510$306,788$4,203iApproximate average salary by contribution assumption: employee only about $105,064 at 4% or $70,043 at 6%; with 50% employer match about $70,043 at 4% or $46,695 at 6%; with 100% employer match about $52,532 at 4% or $35,021 at 6%.
Lifestore Health & Welfare Plan-114-$752,827$6,604iApproximate average salary by contribution assumption: employee only about $165,094 at 4% or $110,062 at 6%; with 50% employer match about $110,062 at 4% or $73,375 at 6%; with 100% employer match about $82,547 at 4% or $55,031 at 6%.
20042122$1,521,297$995,241$8,158iApproximate average salary by contribution assumption: employee only about $203,943 at 4% or $135,962 at 6%; with 50% employer match about $135,962 at 4% or $90,641 at 6%; with 100% employer match about $101,971 at 4% or $67,981 at 6%.
Lifestore 401(K) Profit Sharing Plan-78$1,521,297$259,143$3,322iApproximate average salary by contribution assumption: employee only about $83,059 at 4% or $55,372 at 6%; with 50% employer match about $55,372 at 4% or $36,915 at 6%; with 100% employer match about $41,529 at 4% or $27,686 at 6%.
Lifestore Health & Welfare Plan-122-$736,098$6,034iApproximate average salary by contribution assumption: employee only about $150,840 at 4% or $100,560 at 6%; with 50% employer match about $100,560 at 4% or $67,040 at 6%; with 100% employer match about $75,420 at 4% or $50,280 at 6%.
20032130$1,246,184$245,760$1,890iApproximate average salary by contribution assumption: employee only about $47,262 at 4% or $31,508 at 6%; with 50% employer match about $31,508 at 4% or $21,005 at 6%; with 100% employer match about $23,631 at 4% or $15,754 at 6%.
Lifestore 401(K) Profit Sharing Plan-81$1,246,184$245,760$3,034iApproximate average salary by contribution assumption: employee only about $75,852 at 4% or $50,568 at 6%; with 50% employer match about $50,568 at 4% or $33,712 at 6%; with 100% employer match about $37,926 at 4% or $25,284 at 6%.
Lifestore Health & Welfare Plan-130---
2002171$0$0-
Lifestore 401(K) Profit Sharing Plan-71---
20012112$0$0-
Lifestore 401(K) Profit Sharing Plan-60---
Lifestore 401(K) Profit Sharing Plan-112---