Civic Intelligence

Lifehouse Agency

Plan context: Lifehouse Inc. 401(K) Plan & Trust

EIN 94-6050196 • San Rafael, CA • 35 filings • 7 plans

899 Northgate DriveSuite 500San Rafael, CA 94903
Current Snapshot

Latest Year

2024

2024 Participants

344

2024 Assets

$9,372,666

2024 Contributions

$1,434,828

Historical Graphs

Total Assets Over Time

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

$9,372,666$4,686,333$0200920172023YearValue
$9,372,666Latest year 2023

Participants Over Time

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

4632320200920172024YearValue
344Latest 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
20242344$0$1,434,828$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,345 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-344---
Lifehouse Inc. 401(K) Plan & Trust-0-$1,434,828-
20232421$9,372,666$1,598,153$3,796iApproximate average salary by contribution assumption: employee only about $94,902 at 4% or $63,268 at 6%; with 50% employer match about $63,268 at 4% or $42,179 at 6%; with 100% employer match about $47,451 at 4% or $31,634 at 6%.
Lifehouse Inc. 401(K) Plan & Trust-421$9,372,666$1,598,153$3,796iApproximate average salary by contribution assumption: employee only about $94,902 at 4% or $63,268 at 6%; with 50% employer match about $63,268 at 4% or $42,179 at 6%; with 100% employer match about $47,451 at 4% or $31,634 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-353---
20222452$7,618,732$2,257,776$4,995iApproximate average salary by contribution assumption: employee only about $124,877 at 4% or $83,251 at 6%; with 50% employer match about $83,251 at 4% or $55,501 at 6%; with 100% employer match about $62,438 at 4% or $41,626 at 6%.
Lifehouse Inc. 401(K) Plan & Trust-452$7,618,732$2,257,776$4,995iApproximate average salary by contribution assumption: employee only about $124,877 at 4% or $83,251 at 6%; with 50% employer match about $83,251 at 4% or $55,501 at 6%; with 100% employer match about $62,438 at 4% or $41,626 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-322---
20212463$7,282,037$1,380,217$2,981iApproximate average salary by contribution assumption: employee only about $74,526 at 4% or $49,684 at 6%; with 50% employer match about $49,684 at 4% or $33,123 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%.
Lifehouse Inc. 401(K) Plan & Trust-463$7,282,037$1,380,217$2,981iApproximate average salary by contribution assumption: employee only about $74,526 at 4% or $49,684 at 6%; with 50% employer match about $49,684 at 4% or $33,123 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-336---
20202447$5,284,319$1,116,714$2,498iApproximate average salary by contribution assumption: employee only about $62,456 at 4% or $41,637 at 6%; with 50% employer match about $41,637 at 4% or $27,758 at 6%; with 100% employer match about $31,228 at 4% or $20,819 at 6%.
Lifehouse Inc. 401(K) Plan & Trust-447$5,284,319$1,116,714$2,498iApproximate average salary by contribution assumption: employee only about $62,456 at 4% or $41,637 at 6%; with 50% employer match about $41,637 at 4% or $27,758 at 6%; with 100% employer match about $31,228 at 4% or $20,819 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-324---
20192399$3,756,680$933,078$2,339iApproximate average salary by contribution assumption: employee only about $58,464 at 4% or $38,976 at 6%; with 50% employer match about $38,976 at 4% or $25,984 at 6%; with 100% employer match about $29,232 at 4% or $19,488 at 6%.
Lifehouse Inc. 401(K) Plan & Trust-399$3,756,680$933,078$2,339iApproximate average salary by contribution assumption: employee only about $58,464 at 4% or $38,976 at 6%; with 50% employer match about $38,976 at 4% or $25,984 at 6%; with 100% employer match about $29,232 at 4% or $19,488 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-287---
20182323$2,520,515$734,352$2,274iApproximate average salary by contribution assumption: employee only about $56,838 at 4% or $37,892 at 6%; with 50% employer match about $37,892 at 4% or $25,262 at 6%; with 100% employer match about $28,419 at 4% or $18,946 at 6%.
Lifehouse Inc. 401(K) Plan & Trust-323$2,520,515$734,352$2,274iApproximate average salary by contribution assumption: employee only about $56,838 at 4% or $37,892 at 6%; with 50% employer match about $37,892 at 4% or $25,262 at 6%; with 100% employer match about $28,419 at 4% or $18,946 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-224---
20172295$2,014,613$1,863,937$6,318iApproximate average salary by contribution assumption: employee only about $157,961 at 4% or $105,307 at 6%; with 50% employer match about $105,307 at 4% or $70,205 at 6%; with 100% employer match about $78,980 at 4% or $52,654 at 6%.
Lifehouse Inc. 401(K) Plan & Trust-295$2,014,613$1,863,937$6,318iApproximate average salary by contribution assumption: employee only about $157,961 at 4% or $105,307 at 6%; with 50% employer match about $105,307 at 4% or $70,205 at 6%; with 100% employer match about $78,980 at 4% or $52,654 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-198---
20162191$0$175,692$920iApproximate average salary by contribution assumption: employee only about $22,996 at 4% or $15,331 at 6%; with 50% employer match about $15,331 at 4% or $10,221 at 6%; with 100% employer match about $11,498 at 4% or $7,665 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-191---
Lifehouse 403(B) Plan-0-$175,692-
20152215$1,677,228$250,223$1,164iApproximate average salary by contribution assumption: employee only about $29,096 at 4% or $19,397 at 6%; with 50% employer match about $19,397 at 4% or $12,931 at 6%; with 100% employer match about $14,548 at 4% or $9,699 at 6%.
Lifehouse 403(B) Plan-215$1,677,228$250,223$1,164iApproximate average salary by contribution assumption: employee only about $29,096 at 4% or $19,397 at 6%; with 50% employer match about $19,397 at 4% or $12,931 at 6%; with 100% employer match about $14,548 at 4% or $9,699 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-188---
20142179$1,567,380$229,422$1,282iApproximate average salary by contribution assumption: employee only about $32,042 at 4% or $21,361 at 6%; with 50% employer match about $21,361 at 4% or $14,241 at 6%; with 100% employer match about $16,021 at 4% or $10,681 at 6%.
Lifehouse 403(B) Plan-179$1,567,380$229,422$1,282iApproximate average salary by contribution assumption: employee only about $32,042 at 4% or $21,361 at 6%; with 50% employer match about $21,361 at 4% or $14,241 at 6%; with 100% employer match about $16,021 at 4% or $10,681 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-161---
20134166$1,320,307$210,457$1,268iApproximate average salary by contribution assumption: employee only about $31,695 at 4% or $21,130 at 6%; with 50% employer match about $21,130 at 4% or $14,087 at 6%; with 100% employer match about $15,848 at 4% or $10,565 at 6%.
Lifehouse 403(B) Plan-166$1,320,307$210,457$1,268iApproximate average salary by contribution assumption: employee only about $31,695 at 4% or $21,130 at 6%; with 50% employer match about $21,130 at 4% or $14,087 at 6%; with 100% employer match about $15,848 at 4% or $10,565 at 6%.
LIFEHOUSE AGENCY MEDICAL PLAN-0---
LIFEHOUSE AGENCY DENTAL PLAN-0---
Lifehouse Agency Employees Welfare Benefit Plan-114---
20124130$1,046,022$196,155$1,509iApproximate average salary by contribution assumption: employee only about $37,722 at 4% or $25,148 at 6%; with 50% employer match about $25,148 at 4% or $16,765 at 6%; with 100% employer match about $18,861 at 4% or $12,574 at 6%.
Lifehouse 403(B) Plan-130$1,046,022$196,155$1,509iApproximate average salary by contribution assumption: employee only about $37,722 at 4% or $25,148 at 6%; with 50% employer match about $25,148 at 4% or $16,765 at 6%; with 100% employer match about $18,861 at 4% or $12,574 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-109---
LIFEHOUSE AGENCY DENTAL PLAN-116---
LIFEHOUSE AGENCY MEDICAL PLAN-100---
20112118$816,921$191,931$1,627iApproximate average salary by contribution assumption: employee only about $40,663 at 4% or $27,109 at 6%; with 50% employer match about $27,109 at 4% or $18,073 at 6%; with 100% employer match about $20,332 at 4% or $13,554 at 6%.
Lifehouse 403(B) Plan-118$816,921$191,931$1,627iApproximate average salary by contribution assumption: employee only about $40,663 at 4% or $27,109 at 6%; with 50% employer match about $27,109 at 4% or $18,073 at 6%; with 100% employer match about $20,332 at 4% or $13,554 at 6%.
Lifehouse Agency Employees Welfare Benefit Plan-101---
2010154$628,814$215,049$3,982iApproximate average salary by contribution assumption: employee only about $99,560 at 4% or $66,373 at 6%; with 50% employer match about $66,373 at 4% or $44,249 at 6%; with 100% employer match about $49,780 at 4% or $33,187 at 6%.
Lifehouse 403(B) Plan-54$628,814$215,049$3,982iApproximate average salary by contribution assumption: employee only about $99,560 at 4% or $66,373 at 6%; with 50% employer match about $66,373 at 4% or $44,249 at 6%; with 100% employer match about $49,780 at 4% or $33,187 at 6%.
2009150$370,382$212,368$4,247iApproximate average salary by contribution assumption: employee only about $106,184 at 4% or $70,789 at 6%; with 50% employer match about $70,789 at 4% or $47,193 at 6%; with 100% employer match about $53,092 at 4% or $35,395 at 6%.
Lifehouse 403(B) Plan-50$370,382$212,368$4,247iApproximate average salary by contribution assumption: employee only about $106,184 at 4% or $70,789 at 6%; with 50% employer match about $70,789 at 4% or $47,193 at 6%; with 100% employer match about $53,092 at 4% or $35,395 at 6%.
200810$0$0-
Lifehouse 403(B) Plan-0---