Civic Intelligence

Life Brokerage Financial Group

Plan context: Life Brokerage Financial Group 401(K) Plan

EIN 77-0672218 • Clearwater, FL • 18 filings • 3 plans

18167 Us19 North#400Clearwater, FL 33764
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$603,017

2025 Contributions

$67,384

Historical Graphs

Total Assets Over Time

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

$603,017$301,509$0200920172025YearValue
$603,017Latest year 2025

Participants Over Time

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

1050200920172025YearValue
10Latest year 2025

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
2025110$603,017$67,384$6,738iApproximate average salary by contribution assumption: employee only about $168,460 at 4% or $112,307 at 6%; with 50% employer match about $112,307 at 4% or $74,871 at 6%; with 100% employer match about $84,230 at 4% or $56,153 at 6%.
Life Brokerage Financial Group 401(K) Plan-10$603,017$67,384$6,738iApproximate average salary by contribution assumption: employee only about $168,460 at 4% or $112,307 at 6%; with 50% employer match about $112,307 at 4% or $74,871 at 6%; with 100% employer match about $84,230 at 4% or $56,153 at 6%.
2024110$449,127$69,325$6,933iApproximate average salary by contribution assumption: employee only about $173,313 at 4% or $115,542 at 6%; with 50% employer match about $115,542 at 4% or $77,028 at 6%; with 100% employer match about $86,656 at 4% or $57,771 at 6%.
Life Brokerage Financial Group 401(K) Plan-10$449,127$69,325$6,933iApproximate average salary by contribution assumption: employee only about $173,313 at 4% or $115,542 at 6%; with 50% employer match about $115,542 at 4% or $77,028 at 6%; with 100% employer match about $86,656 at 4% or $57,771 at 6%.
2023110$328,589$40,770$4,077iApproximate average salary by contribution assumption: employee only about $101,925 at 4% or $67,950 at 6%; with 50% employer match about $67,950 at 4% or $45,300 at 6%; with 100% employer match about $50,963 at 4% or $33,975 at 6%.
Life Brokerage Financial Group 401(K) Plan-10$328,589$40,770$4,077iApproximate average salary by contribution assumption: employee only about $101,925 at 4% or $67,950 at 6%; with 50% employer match about $67,950 at 4% or $45,300 at 6%; with 100% employer match about $50,963 at 4% or $33,975 at 6%.
202223$486,627$6,305$2,102iApproximate average salary by contribution assumption: employee only about $52,542 at 4% or $35,028 at 6%; with 50% employer match about $35,028 at 4% or $23,352 at 6%; with 100% employer match about $26,271 at 4% or $17,514 at 6%.
Life Brokerage Financial Group 401(K) Plan-3$243,379$3,152$1,051iApproximate average salary by contribution assumption: employee only about $26,267 at 4% or $17,511 at 6%; with 50% employer match about $17,511 at 4% or $11,674 at 6%; with 100% employer match about $13,133 at 4% or $8,756 at 6%.
Life Brokerage Financial Group 401(K) Plan-3$243,248$3,153$1,051iApproximate average salary by contribution assumption: employee only about $26,275 at 4% or $17,517 at 6%; with 50% employer match about $17,517 at 4% or $11,678 at 6%; with 100% employer match about $13,138 at 4% or $8,758 at 6%.
202114$339,069$3,451$863iApproximate average salary by contribution assumption: employee only about $21,569 at 4% or $14,379 at 6%; with 50% employer match about $14,379 at 4% or $9,586 at 6%; with 100% employer match about $10,784 at 4% or $7,190 at 6%.
Life Brokerage Financial Group 401(K) Plan-4$339,069$3,451$863iApproximate average salary by contribution assumption: employee only about $21,569 at 4% or $14,379 at 6%; with 50% employer match about $14,379 at 4% or $9,586 at 6%; with 100% employer match about $10,784 at 4% or $7,190 at 6%.
202014$297,443$22,086$5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%.
Life Brokerage Financial Group 401(K) Plan-4$297,443$22,086$5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%.
201914$231,994$21,790$5,448iApproximate average salary by contribution assumption: employee only about $136,188 at 4% or $90,792 at 6%; with 50% employer match about $90,792 at 4% or $60,528 at 6%; with 100% employer match about $68,094 at 4% or $45,396 at 6%.
Life Brokerage Financial Group 401(K) Plan-4$231,994$21,790$5,448iApproximate average salary by contribution assumption: employee only about $136,188 at 4% or $90,792 at 6%; with 50% employer match about $90,792 at 4% or $60,528 at 6%; with 100% employer match about $68,094 at 4% or $45,396 at 6%.
201815$213,248$29,141$5,828iApproximate average salary by contribution assumption: employee only about $145,705 at 4% or $97,137 at 6%; with 50% employer match about $97,137 at 4% or $64,758 at 6%; with 100% employer match about $72,853 at 4% or $48,568 at 6%.
Life Brokerage Financial Group 401(K) Plan-5$213,248$29,141$5,828iApproximate average salary by contribution assumption: employee only about $145,705 at 4% or $97,137 at 6%; with 50% employer match about $97,137 at 4% or $64,758 at 6%; with 100% employer match about $72,853 at 4% or $48,568 at 6%.
201716$254,340$32,049$5,342iApproximate average salary by contribution assumption: employee only about $133,538 at 4% or $89,025 at 6%; with 50% employer match about $89,025 at 4% or $59,350 at 6%; with 100% employer match about $66,769 at 4% or $44,513 at 6%.
Life Brokerage Financial Group 401(K) Plan-6$254,340$32,049$5,342iApproximate average salary by contribution assumption: employee only about $133,538 at 4% or $89,025 at 6%; with 50% employer match about $89,025 at 4% or $59,350 at 6%; with 100% employer match about $66,769 at 4% or $44,513 at 6%.
201617$217,311$39,238$5,605iApproximate average salary by contribution assumption: employee only about $140,136 at 4% or $93,424 at 6%; with 50% employer match about $93,424 at 4% or $62,283 at 6%; with 100% employer match about $70,068 at 4% or $46,712 at 6%.
Life Brokerage Financial Group 401(K) Plan-7$217,311$39,238$5,605iApproximate average salary by contribution assumption: employee only about $140,136 at 4% or $93,424 at 6%; with 50% employer match about $93,424 at 4% or $62,283 at 6%; with 100% employer match about $70,068 at 4% or $46,712 at 6%.
201517$174,719$33,389$4,770iApproximate average salary by contribution assumption: employee only about $119,246 at 4% or $79,498 at 6%; with 50% employer match about $79,498 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,749 at 6%.
Life Brokerage Financial Group 401(K) Plan-7$174,719$33,389$4,770iApproximate average salary by contribution assumption: employee only about $119,246 at 4% or $79,498 at 6%; with 50% employer match about $79,498 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,749 at 6%.
201416$157,267$21,926$3,654iApproximate average salary by contribution assumption: employee only about $91,358 at 4% or $60,906 at 6%; with 50% employer match about $60,906 at 4% or $40,604 at 6%; with 100% employer match about $45,679 at 4% or $30,453 at 6%.
Life Brokerage Financial Group 401(K) Plan-6$157,267$21,926$3,654iApproximate average salary by contribution assumption: employee only about $91,358 at 4% or $60,906 at 6%; with 50% employer match about $60,906 at 4% or $40,604 at 6%; with 100% employer match about $45,679 at 4% or $30,453 at 6%.
201316$126,531$21,296$3,549iApproximate average salary by contribution assumption: employee only about $88,733 at 4% or $59,156 at 6%; with 50% employer match about $59,156 at 4% or $39,437 at 6%; with 100% employer match about $44,367 at 4% or $29,578 at 6%.
Life Brokerage Financial Group 401(K) Plan-6$126,531$21,296$3,549iApproximate average salary by contribution assumption: employee only about $88,733 at 4% or $59,156 at 6%; with 50% employer match about $59,156 at 4% or $39,437 at 6%; with 100% employer match about $44,367 at 4% or $29,578 at 6%.
201215$88,453$11,782$2,356iApproximate average salary by contribution assumption: employee only about $58,910 at 4% or $39,273 at 6%; with 50% employer match about $39,273 at 4% or $26,182 at 6%; with 100% employer match about $29,455 at 4% or $19,637 at 6%.
Life Brokerage Financial Group 401(K) Plan-5$88,453$11,782$2,356iApproximate average salary by contribution assumption: employee only about $58,910 at 4% or $39,273 at 6%; with 50% employer match about $39,273 at 4% or $26,182 at 6%; with 100% employer match about $29,455 at 4% or $19,637 at 6%.
201119$94,395$17,197$1,911iApproximate average salary by contribution assumption: employee only about $47,769 at 4% or $31,846 at 6%; with 50% employer match about $31,846 at 4% or $21,231 at 6%; with 100% employer match about $23,885 at 4% or $15,923 at 6%.
Life Brokerage Financial Group 401(K) Plan-9$94,395$17,197$1,911iApproximate average salary by contribution assumption: employee only about $47,769 at 4% or $31,846 at 6%; with 50% employer match about $31,846 at 4% or $21,231 at 6%; with 100% employer match about $23,885 at 4% or $15,923 at 6%.
201019$79,201$14,058$1,562iApproximate average salary by contribution assumption: employee only about $39,050 at 4% or $26,033 at 6%; with 50% employer match about $26,033 at 4% or $17,356 at 6%; with 100% employer match about $19,525 at 4% or $13,017 at 6%.
Life Brokerage Financial Group 401(K) Plan-9$79,201$14,058$1,562iApproximate average salary by contribution assumption: employee only about $39,050 at 4% or $26,033 at 6%; with 50% employer match about $26,033 at 4% or $17,356 at 6%; with 100% employer match about $19,525 at 4% or $13,017 at 6%.
2009110$62,986$8,085$809iApproximate average salary by contribution assumption: employee only about $20,213 at 4% or $13,475 at 6%; with 50% employer match about $13,475 at 4% or $8,983 at 6%; with 100% employer match about $10,106 at 4% or $6,738 at 6%.
Life Brokerage Financial Group 401(K) Plan-10$62,986$8,085$809iApproximate average salary by contribution assumption: employee only about $20,213 at 4% or $13,475 at 6%; with 50% employer match about $13,475 at 4% or $8,983 at 6%; with 100% employer match about $10,106 at 4% or $6,738 at 6%.