P 401(k) Plan Report

Stable plan record

LIFETIME PLANNING INC. 401(K) PLAN

Sponsored by LIFETIME PLANNING, INC. · EIN/PN 821514587-001

Selected filing history

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

Employer money per active participant
2025
$1,710
Administrative cost per participant
2025
$305
Active participants
2025
4
Total plan assets
2025
$195,812
Participant loans as a share of assets
2025
29.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722063628NAL00172484020034$1,710
Public filing identifier

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