Lifepro Financial Services, Inc.
California
Registered In
02/05/1992
Incorp. Date
Company Summary
Lifepro Financial Services, Inc. at 86 Summit Ave STE 303, Summit, Nj 07901 lists Bruce Donaldson and Mitchell Leidner of Summit, NJ as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Registered Agent Solutions, Inc.
Registered 1505 Agent
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5301 SOUTHWEST PKWY STE 400, AUSTIN, TX 78735
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Bruce Donaldson
CEO
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Mitchell Leidner
Chief Financial Officer
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Bruce Donaldson
Director
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Christina Parker
Secretary
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Showing 10 of 13 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Lifepro Financial Services, Inc.
Form 5500
LIFEPRO FINANCIAL SERVICES, INC.
11512 El Camino Real, Suite 100, San Diego, Ca 92130 (858) 793-5999 EIN:33-0512295 Plan Admin:Heather Ulz| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY53 / 0 Assets BOY/EOY$6,861,145 / $0 | 2023 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 53 / 0 | $6,861,145 / $0 |
| 2022 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY55 / 53 Assets BOY/EOY$9,906,942 / $6,861,145 | 2022 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 55 / 53 | $9,906,942 / $6,861,145 |
| 2021 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY51 / 53 Assets BOY/EOY$7,902,944 / $9,906,942 | 2021 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 51 / 53 | $7,902,944 / $9,906,942 |
| 2020 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY52 / 46 Assets BOY/EOY$6,455,579 / $7,902,944 | 2020 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 52 / 46 | $6,455,579 / $7,902,944 |
| 2019 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY51 / 45 Assets BOY/EOY$4,868,269 / $6,455,579 | 2019 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 51 / 45 | $4,868,269 / $6,455,579 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIFEPRO FINANCIAL SERVICES, INC.
11512 El Camino Real STE 100, San Diego, Ca 92130-2087 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$576,685 Forgiven$581,587 LenderFrontwave CU Jobs34 | 04/30/2020 | $576,685 | $581,587 | Frontwave CU | 34 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Lifepro Financial Services, Inc.
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Lifepro Financial Services, Inc.
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Lifepro Financial Services, Inc.
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Lifepro Financial Services, Inc.
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Lifepro Financial Services, Inc.
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Lifepro Financial Services, Inc.
Registered in Idaho
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San Diego, CA | View Report | |
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Address Match:86 Summit Ave Summit, NJ
Address Match:86 Summit Ave Ste 303 Summit, NJ
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Simplicity Financial Distributors Inc.
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Charleston, WV Summit, NJ | View Report | |
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Futurity First Insurance Agency Inc.
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Lenz Financial Group, Inc.
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Portland, OR Summit, NJ | View Report | |
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Lone Beacon Media LLC
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Summit, NJ Lakewood Ranch, FL (1 more) | View Report | |
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Optima Diversified Insurance Agency, LLC
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Summit, NJ Boston, MA (1 more) | View Report | |
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Producer Resources Inc.
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Triton Brokerage Group, Inc.
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Boston, MA Summit, NJ (1 more) | View Report | |
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Was Insurance, LLC
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Was Insurance Llc LLC
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Omaha, NE Paul, MN (1 more) | View Report | |
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Simplicity Financial Distributors Inc.
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|
Hartford, CT Summit, NJ | View Report | |
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Simplicity Financial Marketing Inc.
Registered in Idaho
|
Hartford, CT Summit, NJ | View Report | |
|
Simplicity Life Inc.
Registered in Idaho
|
Hartford, CT Summit, NJ | View Report |
Person/City Match:Bruce Donaldson - Summit, NJ
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Advisors Financial Group, Inc.
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|
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|
Algren Associates, Inc.
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|
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Insurmark, Inc.
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Phoenix, AZ Summit, NJ | View Report | |
|
Simplicity Financial Marketing Inc.
Registered in Massachusetts
|
Summit, NJ | View Report | |
|
Simplicity Life Inc.
Registered in Massachusetts
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Boston, MA Summit, NJ | View Report | |
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The Annuity Source, Inc.
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Summit, NJ | View Report | |
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Total Financial & Insurance Services, LLC
Registered in California
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First Income Advisors, LLC
Registered in Minnesota
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|
Insurance Network America, Inc. Inc.
Registered in Minnesota
|
Paul, MN | View Report | |
|
Insurmark, Inc.
Registered in Minnesota
|
Paul, MN | View Report | |
|
Simplicity Life Inc.
Registered in Minnesota
|
Paul, MN Summit, NJ | View Report | |
|
Advisors Financial Group, Inc.
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report | |
|
America's First Financial Corporation
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report | |
|
Financial Security Associates, Inc.
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report | |
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Lone Beacon Media LLC
Registered in North Carolina
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Raleigh, NC Summit, NJ (1 more) | View Report |
Person/City Match:Mitchell Leidner - Summit, NJ
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Simplicity Financial Investment Services Inc.
Registered in West Virginia
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Charleston, WV Summit, NJ | View Report | |
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America's First Financial Corporation
Registered in Arizona
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Phoenix, AZ Summit, NJ | View Report | |
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Pfg Marketing Group, Inc.
Registered in Arizona
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Phoenix, AZ Glendale, AZ | View Report | |
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Simplicity Financial Distributors Inc.
Registered in Arizona
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Phoenix, AZ Summit, NJ | View Report | |
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Simplicity Financial Distributors Inc.
Registered in Vermont
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Summit, NJ Hartford, CT (1 more) | View Report | |
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Simplicity Financial Marketing Inc.
Registered in Arizona
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Phoenix, AZ Summit, NJ | View Report | |
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Insurance Network America, Inc.
Registered in Idaho
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Summit, NJ Boise, ID (1 more) | View Report | |
|
America's First Financial Corporation
Registered in Missouri
|
Summit, NJ Saint Peters, MO | View Report | |
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Simplicity Financial Distributors Inc.
Registered in New Hampshire
|
Summit, NJ Glastonbury, CT (1 more) | View Report | |
|
America's First Financial Corporation
Registered in Texas
|
Saint Peters, MO Summit, NJ | View Report |
Person/City Match:Christina Parker - Summit, NJ
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Simplicity Financial Distributors Inc.
Registered in Connecticut
|
Summit, NJ | View Report | |
|
Simplicity Financial Investment Services Inc.
Registered in Connecticut
|
Rocky Hill, CT Summit, NJ | View Report | |
|
Simplicity Financial Marketing Holdings Inc.
Registered in Connecticut
|
Summit, NJ | View Report | |
|
Lenz Financial Group, Inc.
Registered in Idaho
|
Portland, OR Summit, NJ | View Report | |
|
The Annuity Source, Inc.
Registered in Georgia
|
Summit, NJ | View Report | |
|
Simplicity Financial Distributors Inc.
Registered in Mississippi
|
Uniontown, OH Summit, NJ | View Report | |
|
Simplicity Financial Advisory Services Inc
Registered in Connecticut
|
Summit, NJ | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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