How big is Lifetime Planning, Inc.'s plan?

Lifetime Planning, Inc.'s plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250506165123NAL0006994867001

Lifetime Planning, Inc.

Name: Lifetime Planning, Inc. — Lifetime Planning, Inc., Form 5500 (2024)
Creator: Lifetime Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifetime Planning, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lifetime Planning, Inc.'s Lifetime Planning, Inc. 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Lifetime Planning, Inc.'s EIN is 48-1294780.

EIN 48-1294780

Plan number 001

Plan year 2024

ACK ID 20250506165123NAL0006994867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifetime Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifetime Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFETIME PLANNING, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score