The Lifetime Value Co. LLC
Plan context: The Lifetime Value Co. LLC Retirement Trust
EIN 85-3856730 • New York, NY • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
144
2024 Assets
$20,662,894
2024 Contributions
$3,630,866
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 144 | $20,662,894 | $3,630,866 | $25,214iApproximate average salary by contribution assumption: employee only about $630,359 at 4% or $420,239 at 6%; with 50% employer match about $420,239 at 4% or $280,159 at 6%; with 100% employer match about $315,179 at 4% or $210,120 at 6%. |
| The Lifetime Value Co. LLC Retirement Trust | - | 144 | $20,662,894 | $3,630,866 | $25,214iApproximate average salary by contribution assumption: employee only about $630,359 at 4% or $420,239 at 6%; with 50% employer match about $420,239 at 4% or $280,159 at 6%; with 100% employer match about $315,179 at 4% or $210,120 at 6%. |
| The Lifetime Value Co. LLC | - | 133 | - | - | - |
| 2023 | 2 | 154 | $15,346,175 | $3,501,152 | $22,735iApproximate average salary by contribution assumption: employee only about $568,369 at 4% or $378,913 at 6%; with 50% employer match about $378,913 at 4% or $252,608 at 6%; with 100% employer match about $284,184 at 4% or $189,456 at 6%. |
| The Lifetime Value Co. LLC Retirement Trust | - | 154 | $15,346,175 | $3,501,152 | $22,735iApproximate average salary by contribution assumption: employee only about $568,369 at 4% or $378,913 at 6%; with 50% employer match about $378,913 at 4% or $252,608 at 6%; with 100% employer match about $284,184 at 4% or $189,456 at 6%. |
| The Lifetime Value Co. LLC | - | 149 | - | - | - |
| 2022 | 1 | 154 | $9,715,401 | $3,404,048 | $22,104iApproximate average salary by contribution assumption: employee only about $552,605 at 4% or $368,403 at 6%; with 50% employer match about $368,403 at 4% or $245,602 at 6%; with 100% employer match about $276,303 at 4% or $184,202 at 6%. |
| The Lifetime Value Co. LLC Retirement Trust | - | 154 | $9,715,401 | $3,404,048 | $22,104iApproximate average salary by contribution assumption: employee only about $552,605 at 4% or $368,403 at 6%; with 50% employer match about $368,403 at 4% or $245,602 at 6%; with 100% employer match about $276,303 at 4% or $184,202 at 6%. |
| 2021 | 1 | 127 | $8,346,682 | $2,047,217 | $16,120iApproximate average salary by contribution assumption: employee only about $402,995 at 4% or $268,664 at 6%; with 50% employer match about $268,664 at 4% or $179,109 at 6%; with 100% employer match about $201,498 at 4% or $134,332 at 6%. |
| The Lifetime Value Co. LLC Retirement Trust | - | 127 | $8,346,682 | $2,047,217 | $16,120iApproximate average salary by contribution assumption: employee only about $402,995 at 4% or $268,664 at 6%; with 50% employer match about $268,664 at 4% or $179,109 at 6%; with 100% employer match about $201,498 at 4% or $134,332 at 6%. |