Lifetime Financial Advisors, Inc.

Form 5500

LIFETIME FINANCIAL ADVISORS, INC.

2210 Encinitas Blvd. Suite C, Encinitas, Ca 92024 (760) 943-0430 EIN:95-3568901 Plan Admin:Steve Van Houten

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$8,499,516 / $6,352,536	2022	LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 11	$8,499,516 / $6,352,536
2021	Plan NameLIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$6,976,563 / $8,499,516	2021	LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 9	$6,976,563 / $8,499,516
2021	Plan NameLIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY1 / 0 Assets BOY/EOY$469 / $0	2021	LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	1 / 0	$469 / $0
2020	Plan NameLIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,280,264 / $6,976,563	2020	LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 10	$2,280,264 / $6,976,563
2020	Plan NameLIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 1 Assets BOY/EOY$3,340,523 / $469	2020	LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	8 / 1	$3,340,523 / $469
2019	Plan NameLIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY10 / 8 Assets BOY/EOY$2,812,241 / $3,340,523	2019	LIFETIME FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	10 / 8	$2,812,241 / $3,340,523
2019	Plan NameLIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,724,062 / $2,280,264	2019	LIFETIME FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$1,724,062 / $2,280,264