Lifetime Planning, Inc.

Camarillo, CA

California

Registered In

01/01/2003

Incorp. Date

Company Summary

Lifetime Planning, Inc. at 1200 Paseo Camarillo # 190, Camarillo, Ca 93010 lists Eric S Smith of Camarillo, CA as the associate.

Overview

Registered In

California

Incorporation Date

01/01/2003

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Eric S Smith Individual Agent	1200 PASEO CAMARILLO # 190, CAMARILLO, CA 93010
Eric S Smith CEO	1200 PASEO CAMARILLO # 190, CAMARILLO, CA 93010
Eric S Smith Chief Financial Officer	1200 PASEO CAMARILLO # 190, CAMARILLO, CA 93010
Eric S Smith Director	1200 PASEO CAMARILLO # 190, CAMARILLO, CA 93010
Eric S Smith Secretary	1200 PASEO CAMARILLO # 190, CAMARILLO, CA 93010

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

1200 PASEO CAMARILLO # 190, CAMARILLO, CA 93010 (Mailing) View Map

Financials

Financial Information for Lifetime Planning, Inc.

Form 5500

LIFETIME PLANNING, INC.

1200 Paseo Camarillo Suite 190, Camarillo, Ca 93010 (805) 987-8938 EIN:48-1294780 Plan Admin:Eric Smith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$582,151 / $517,570	2022	LIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$582,151 / $517,570
2021	Plan NameLIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$452,107 / $582,151	2021	LIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$452,107 / $582,151
2020	Plan NameLIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$313,633 / $452,107	2020	LIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$313,633 / $452,107
2019	Plan NameLIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$203,979 / $313,633	2019	LIFETIME PLANNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$203,979 / $313,633

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Lifetime Planning Inc. Registered in New York	Rochester, NY	View Report
Oakwood Lifetime Planning, Inc. Registered in New York	East Norwich, NY	View Report
Society for Lifetime Planning, Inc. Registered in Michigan	Troy, MI	View Report
Lifetime Financial Planning, Inc. Registered in Ohio	Cincinnati, OH	View Report
Society for Lifetime Planning, Inc. Registered in Florida	Palm Beach, FL Troy, MI	View Report
Lifetime Planning Institute, Inc. Registered in Wisconsin	Pewaukee, WI	View Report
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Lifetime Planning, Inc. Registered in Maine	Portland, ME	View Report
S & H Lifetime Planning, Inc. Registered in Kansas	Overland Park, KS	View Report
Lifetime Planning, Inc. Registered in Texas	Corpus Christi, TX	View Report
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Lifetime Financial Planning, Inc. Registered in Florida	Clearwater, FL	View Report
Lifetime Planning, Inc. Registered in Minnesota	Minnesota	View Report
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Lifetime Planning, Inc. Registered in Florida	North Miami Beach, FL	View Report
Lifetime Planning, Inc. Registered in Tennessee	Memphis, TN	View Report
Lifetime Retirement Planning, Inc. Registered in Wisconsin	Appleton, WI	View Report
Lifetime Planning Concepts, Inc. Registered in Colorado	Peyton, CO	View Report

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Person/City Match:Eric S Smith - Camarillo, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor