P 401(k) Plan Report

Stable plan record

LIFESTEPS FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by LIFESTEPS FINANCIAL INC · EIN/PN 270582904-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,217
Administrative cost per participant
2025
$236
Active participants
2025
8
Total plan assets
2025
$802,853
Participant loans as a share of assets
2025
6.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714163515NAL00022498240018$3,217
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.