How big is Lifetime Planning Inc.'s plan?

Lifetime Planning Inc.'s plan reported $38K in assets and 4 participants for 2024.

Original filing (PDF)20250730120854NAL0001906515001

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) Plan

401(k) retirement plan · Lifetime Planning Inc.'s Lifetime Planning Inc. 401(k) Plan held $38K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Deborah MALM signed Lifetime Planning Inc.'s 2024 Form 5500 as plan administrator.

Deborah MALM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lifetime Planning Inc.'s EIN is 82-1514587.

EIN 82-1514587

Plan number 001

Plan year 2024

ACK ID 20250730120854NAL0001906515001

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, automatic enrollment, a default investment (QDIA).

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