Civic Intelligence

Lifetime Financial Advisors Inc.

Plan context: Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan

EIN 95-3568901 • Encinitas, CA • 33 filings • 3 plans

2210 Encinitas Blvd. Suite CEncinitas, CA 92024
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$9,754,103

2024 Contributions

$298,475

Historical Graphs

Total Assets Over Time

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

$9,754,103$4,877,052$0200420152024YearValue
$9,754,103Latest year 2024

Participants Over Time

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

1160200420142024YearValue
11Latest 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
2024111$9,754,103$298,475$27,134iApproximate average salary by contribution assumption: employee only about $678,352 at 4% or $452,235 at 6%; with 50% employer match about $452,235 at 4% or $301,490 at 6%; with 100% employer match about $339,176 at 4% or $226,117 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-11$9,754,103$298,475$27,134iApproximate average salary by contribution assumption: employee only about $678,352 at 4% or $452,235 at 6%; with 50% employer match about $452,235 at 4% or $301,490 at 6%; with 100% employer match about $339,176 at 4% or $226,117 at 6%.
2023110$8,002,886$289,043$28,904iApproximate average salary by contribution assumption: employee only about $722,608 at 4% or $481,738 at 6%; with 50% employer match about $481,738 at 4% or $321,159 at 6%; with 100% employer match about $361,304 at 4% or $240,869 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-10$8,002,886$289,043$28,904iApproximate average salary by contribution assumption: employee only about $722,608 at 4% or $481,738 at 6%; with 50% employer match about $481,738 at 4% or $321,159 at 6%; with 100% employer match about $361,304 at 4% or $240,869 at 6%.
2022110$6,352,536$210,321$21,032iApproximate average salary by contribution assumption: employee only about $525,803 at 4% or $350,535 at 6%; with 50% employer match about $350,535 at 4% or $233,690 at 6%; with 100% employer match about $262,901 at 4% or $175,268 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-10$6,352,536$210,321$21,032iApproximate average salary by contribution assumption: employee only about $525,803 at 4% or $350,535 at 6%; with 50% employer match about $350,535 at 4% or $233,690 at 6%; with 100% employer match about $262,901 at 4% or $175,268 at 6%.
202129$8,499,516$672,469$74,719iApproximate average salary by contribution assumption: employee only about $1,867,969 at 4% or $1,245,313 at 6%; with 50% employer match about $1,245,313 at 4% or $830,209 at 6%; with 100% employer match about $933,985 at 4% or $622,656 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-9$8,499,516$672,469$74,719iApproximate average salary by contribution assumption: employee only about $1,867,969 at 4% or $1,245,313 at 6%; with 50% employer match about $1,245,313 at 4% or $830,209 at 6%; with 100% employer match about $933,985 at 4% or $622,656 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
2020210$6,977,032$3,710,084$371,008iApproximate average salary by contribution assumption: employee only about $9,275,210 at 4% or $6,183,473 at 6%; with 50% employer match about $6,183,473 at 4% or $4,122,316 at 6%; with 100% employer match about $4,637,605 at 4% or $3,091,737 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-10$6,976,563$3,710,084$371,008iApproximate average salary by contribution assumption: employee only about $9,275,210 at 4% or $6,183,473 at 6%; with 50% employer match about $6,183,473 at 4% or $4,122,316 at 6%; with 100% employer match about $4,637,605 at 4% or $3,091,737 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-1$469$0-
201929$5,620,787$180,187$20,021iApproximate average salary by contribution assumption: employee only about $500,519 at 4% or $333,680 at 6%; with 50% employer match about $333,680 at 4% or $222,453 at 6%; with 100% employer match about $250,260 at 4% or $166,840 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-8$3,340,523$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-9$2,280,264$160,187$17,799iApproximate average salary by contribution assumption: employee only about $444,964 at 4% or $296,643 at 6%; with 50% employer match about $296,643 at 4% or $197,762 at 6%; with 100% employer match about $222,482 at 4% or $148,321 at 6%.
2018210$4,536,303$659,108$65,911iApproximate average salary by contribution assumption: employee only about $1,647,770 at 4% or $1,098,513 at 6%; with 50% employer match about $1,098,513 at 4% or $732,342 at 6%; with 100% employer match about $823,885 at 4% or $549,257 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-10$2,812,241$500,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-9$1,724,062$159,108$17,679iApproximate average salary by contribution assumption: employee only about $441,967 at 4% or $294,644 at 6%; with 50% employer match about $294,644 at 4% or $196,430 at 6%; with 100% employer match about $220,983 at 4% or $147,322 at 6%.
2017211$4,254,742$510,045$46,368iApproximate average salary by contribution assumption: employee only about $1,159,193 at 4% or $772,795 at 6%; with 50% employer match about $772,795 at 4% or $515,197 at 6%; with 100% employer match about $579,597 at 4% or $386,398 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-10$2,493,436$375,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-11$1,761,306$135,045$12,277iApproximate average salary by contribution assumption: employee only about $306,920 at 4% or $204,614 at 6%; with 50% employer match about $204,614 at 4% or $136,409 at 6%; with 100% employer match about $153,460 at 4% or $102,307 at 6%.
2016210$3,333,685$567,679$56,768iApproximate average salary by contribution assumption: employee only about $1,419,198 at 4% or $946,132 at 6%; with 50% employer match about $946,132 at 4% or $630,754 at 6%; with 100% employer match about $709,599 at 4% or $473,066 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-10$1,938,436$438,000$43,800iApproximate average salary by contribution assumption: employee only about $1,095,000 at 4% or $730,000 at 6%; with 50% employer match about $730,000 at 4% or $486,667 at 6%; with 100% employer match about $547,500 at 4% or $365,000 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-10$1,395,249$129,679$12,968iApproximate average salary by contribution assumption: employee only about $324,198 at 4% or $216,132 at 6%; with 50% employer match about $216,132 at 4% or $144,088 at 6%; with 100% employer match about $162,099 at 4% or $108,066 at 6%.
2015210$2,598,413$474,459$47,446iApproximate average salary by contribution assumption: employee only about $1,186,148 at 4% or $790,765 at 6%; with 50% employer match about $790,765 at 4% or $527,177 at 6%; with 100% employer match about $593,074 at 4% or $395,383 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-9$1,410,588$350,000$38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-10$1,187,825$124,459$12,446iApproximate average salary by contribution assumption: employee only about $311,148 at 4% or $207,432 at 6%; with 50% employer match about $207,432 at 4% or $138,288 at 6%; with 100% employer match about $155,574 at 4% or $103,716 at 6%.
201427$2,197,215$437,269$62,467iApproximate average salary by contribution assumption: employee only about $1,561,675 at 4% or $1,041,117 at 6%; with 50% employer match about $1,041,117 at 4% or $694,078 at 6%; with 100% employer match about $780,838 at 4% or $520,558 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-6$1,106,453$325,000$54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-7$1,090,762$112,269$16,038iApproximate average salary by contribution assumption: employee only about $400,961 at 4% or $267,307 at 6%; with 50% employer match about $267,307 at 4% or $178,205 at 6%; with 100% employer match about $200,480 at 4% or $133,654 at 6%.
201326$1,699,665$262,654$43,776iApproximate average salary by contribution assumption: employee only about $1,094,392 at 4% or $729,594 at 6%; with 50% employer match about $729,594 at 4% or $486,396 at 6%; with 100% employer match about $547,196 at 4% or $364,797 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-6$946,956$62,654$10,442iApproximate average salary by contribution assumption: employee only about $261,058 at 4% or $174,039 at 6%; with 50% employer match about $174,039 at 4% or $116,026 at 6%; with 100% employer match about $130,529 at 4% or $87,019 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-6$752,709$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201227$1,270,321$211,376$30,197iApproximate average salary by contribution assumption: employee only about $754,914 at 4% or $503,276 at 6%; with 50% employer match about $503,276 at 4% or $335,517 at 6%; with 100% employer match about $377,457 at 4% or $251,638 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-6$816,309$36,244$6,041iApproximate average salary by contribution assumption: employee only about $151,017 at 4% or $100,678 at 6%; with 50% employer match about $100,678 at 4% or $67,119 at 6%; with 100% employer match about $75,508 at 4% or $50,339 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-7$454,012$175,132$25,019iApproximate average salary by contribution assumption: employee only about $625,471 at 4% or $416,981 at 6%; with 50% employer match about $416,981 at 4% or $277,987 at 6%; with 100% employer match about $312,736 at 4% or $208,490 at 6%.
201127$988,062$230,766$32,967iApproximate average salary by contribution assumption: employee only about $824,164 at 4% or $549,443 at 6%; with 50% employer match about $549,443 at 4% or $366,295 at 6%; with 100% employer match about $412,082 at 4% or $274,721 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-7$686,259$65,766$9,395iApproximate average salary by contribution assumption: employee only about $234,879 at 4% or $156,586 at 6%; with 50% employer match about $156,586 at 4% or $104,390 at 6%; with 100% employer match about $117,439 at 4% or $78,293 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-7$301,803$165,000$23,571iApproximate average salary by contribution assumption: employee only about $589,286 at 4% or $392,857 at 6%; with 50% employer match about $392,857 at 4% or $261,905 at 6%; with 100% employer match about $294,643 at 4% or $196,429 at 6%.
201026$812,637$213,642$35,607iApproximate average salary by contribution assumption: employee only about $890,175 at 4% or $593,450 at 6%; with 50% employer match about $593,450 at 4% or $395,633 at 6%; with 100% employer match about $445,088 at 4% or $296,725 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-6$668,099$69,204$11,534iApproximate average salary by contribution assumption: employee only about $288,350 at 4% or $192,233 at 6%; with 50% employer match about $192,233 at 4% or $128,156 at 6%; with 100% employer match about $144,175 at 4% or $96,117 at 6%.
LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-6$144,538$144,438$24,073iApproximate average salary by contribution assumption: employee only about $601,825 at 4% or $401,217 at 6%; with 50% employer match about $401,217 at 4% or $267,478 at 6%; with 100% employer match about $300,913 at 4% or $200,608 at 6%.
200916$548,556$106,901$17,817iApproximate average salary by contribution assumption: employee only about $445,421 at 4% or $296,947 at 6%; with 50% employer match about $296,947 at 4% or $197,965 at 6%; with 100% employer match about $222,710 at 4% or $148,474 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-6$548,556$106,901$17,817iApproximate average salary by contribution assumption: employee only about $445,421 at 4% or $296,947 at 6%; with 50% employer match about $296,947 at 4% or $197,965 at 6%; with 100% employer match about $222,710 at 4% or $148,474 at 6%.
200814$360,565$98,428$24,607iApproximate average salary by contribution assumption: employee only about $615,175 at 4% or $410,117 at 6%; with 50% employer match about $410,117 at 4% or $273,411 at 6%; with 100% employer match about $307,588 at 4% or $205,058 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-4$360,565$98,428$24,607iApproximate average salary by contribution assumption: employee only about $615,175 at 4% or $410,117 at 6%; with 50% employer match about $410,117 at 4% or $273,411 at 6%; with 100% employer match about $307,588 at 4% or $205,058 at 6%.
200715$0$0-
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-5---
200614$184,818$73,031$18,258iApproximate average salary by contribution assumption: employee only about $456,444 at 4% or $304,296 at 6%; with 50% employer match about $304,296 at 4% or $202,864 at 6%; with 100% employer match about $228,222 at 4% or $152,148 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-4$184,818$73,031$18,258iApproximate average salary by contribution assumption: employee only about $456,444 at 4% or $304,296 at 6%; with 50% employer match about $304,296 at 4% or $202,864 at 6%; with 100% employer match about $228,222 at 4% or $152,148 at 6%.
200513$115,037$60,860$20,287iApproximate average salary by contribution assumption: employee only about $507,167 at 4% or $338,111 at 6%; with 50% employer match about $338,111 at 4% or $225,407 at 6%; with 100% employer match about $253,583 at 4% or $169,056 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-3$115,037$60,860$20,287iApproximate average salary by contribution assumption: employee only about $507,167 at 4% or $338,111 at 6%; with 50% employer match about $338,111 at 4% or $225,407 at 6%; with 100% employer match about $253,583 at 4% or $169,056 at 6%.
200414$51,146$50,694$12,674iApproximate average salary by contribution assumption: employee only about $316,838 at 4% or $211,225 at 6%; with 50% employer match about $211,225 at 4% or $140,817 at 6%; with 100% employer match about $158,419 at 4% or $105,613 at 6%.
Lifetime Financial Advisors Inc. 401(K) Profit Sharing Plan-4$51,146$50,694$12,674iApproximate average salary by contribution assumption: employee only about $316,838 at 4% or $211,225 at 6%; with 50% employer match about $211,225 at 4% or $140,817 at 6%; with 100% employer match about $158,419 at 4% or $105,613 at 6%.