Lifesteps Financial, Inc.

California
Registered In
07/14/2009
Incorp. Date

Company Summary

Lifesteps Financial, Inc. at 250 W First ST STE 248, Claremont, Ca 91711 lists Henry M Ford, Jr. and Henry M. Ford, Jr. of Claremont, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Henry M. Ford, Jr. Individual Agent
250 W FIRST ST STE 248, CLAREMONT, CA 91711
Henry M Ford, Jr. CEO
250 W FIRST ST STE 248, CLAREMONT, CA 91711
Henry M. Ford, Jr. Chief Financial Officer
250 W FIRST ST STE 248, CLAREMONT, CA 91711
Henry M. Ford, Jr. Director
250 W FIRST ST STE 248, CLAREMONT, CA 91711
Henry M. Ford, Jr. Secretary
250 W FIRST ST STE 248, CLAREMONT, CA 91711
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

250 W FIRST ST STE 248, CLAREMONT, CA 91711 (Mailing) View Map

Financials

Financial Information for Lifesteps Financial, Inc.

Form 5500

LIFESTEPS FINANCIAL, INC.

250 W. First Street Suite 248, Claremont, Ca 91711 (909) 267-3770 EIN:27-0582904 Plan Admin:Lifesteps Financial, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLIFESTEPS FINANCIAL 401K PS PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$453,718 / $408,263 2022 LIFESTEPS FINANCIAL 401K PS PLAN - Plan #001 6 / 6 $453,718 / $408,263
2021 Plan NameLIFESTEPS FINANCIAL 401K PS PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$354,619 / $453,718 2021 LIFESTEPS FINANCIAL 401K PS PLAN - Plan #001 5 / 6 $354,619 / $453,718
2020 Plan NameLIFESTEPS FINANCIAL 401K PS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$280,475 / $354,619 2020 LIFESTEPS FINANCIAL 401K PS PLAN - Plan #001 5 / 5 $280,475 / $354,619
2019 Plan NameLIFESTEPS FINANCIAL 401K PS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$216,395 / $280,475 2019 LIFESTEPS FINANCIAL 401K PS PLAN - Plan #001 5 / 5 $216,395 / $280,475
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LIFESTEPS FINANCIAL

250 West First St 248, CLAREMONT, CA 91711
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$90,528 Forgiven$91,649 LenderBanner Bank Jobs5 04/29/2020 $90,528 $91,649 Banner Bank 5
PPP Loans based on Paycheck Protection Program.

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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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