Lifestyle Portfolios, Inc.

Jena Schuster Individual Agent	4 TURNBERRY DR, COTO DE CAZA, CA 92679
Jena Schuster CEO	4 TURNBERRY DR, COTO DE CAZA, CA 92679 (View Past Addresses)
Jena Schuster Chief Financial Officer	4 TURNBERRY DR, COTO DE CAZA, CA 92679
Jena Schuster Director	4 TURNBERRY DR, COTO DE CAZA, CA 92679
Patti Bronson Secretary	109 E ESCALONES, SAN CLEMENTE, CA 92672
Fifth Church Of Christ, Scientist, Long Beach, California Applicant	5871 NAPLES PLZ, LONG BEACH, CA 90803

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4 TURNBERRY DR, COTO DE CAZA, CA 92679 View Map
109 E ESCALONES, SAN CLEMENTE, CA 92672 (Mailing) View Map

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Form 5500

109 E Esclaones, San Clemente, Ca 92672 (949) 766-5026 EIN:45-4130910 Plan Admin:Jena Schuster

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLIFESTYLE PORTFOLIOS INC - 401(K) Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$132,118 / $153,736	2022	LIFESTYLE PORTFOLIOS INC - 401(K) - Plan #001	4 / 3	$132,118 / $153,736
2021	Plan NameLIFESTYLE PORTFOLIOS INC - 401(K) Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$78,882 / $132,118	2021	LIFESTYLE PORTFOLIOS INC - 401(K) - Plan #001	4 / 3	$78,882 / $132,118
2020	Plan NameLIFESTYLE PORTFOLIOS INC - 401(K) Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$34,062 / $78,882	2020	LIFESTYLE PORTFOLIOS INC - 401(K) - Plan #001	4 / 3	$34,062 / $78,882
2019	Plan NameLIFESTYLE PORTFOLIOS INC - 401(K) Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $34,062	2019	LIFESTYLE PORTFOLIOS INC - 401(K) - Plan #001	3 / 4	$0 / $34,062

Benefit & Retirement Plans based on Form 5500.

PPP Loans

109 E Escalones, San Clemente, Ca 92672 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$32,640 Forgiven$32,994 LenderJPMorgan Chase Bank, National Association Jobs3	05/01/2020	$32,640	$32,994	JPMorgan Chase Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:109 E Escalones San Clemente, CA

Klm Research and Advisory Corp, Inc. Registered in California	San Clemente, CA	View Report
I.S.O. Boarding Accessories Inc. Registered in California	San Clemente, CA	View Report
Global Natural Health Institute, Inc. Registered in California	San Clemente, CA	View Report
Golden Herb International, Inc. Registered in California	San Clemente, CA	View Report

Address Match:4 Turnberry Dr Coto De Caza, CA

Ladera Angels Inc. Registered in California	Coto De Caza, CA		View Report

Person/City Match:Jena Schuster - Coto De Caza, CA

Hacienda Del Sol LLC Registered in California	Coto De Caza, CA Glendale, CA (1 more)		View Report

Person/City Match:Fifth Church Of Christ Scientist Long Beach California - Long Beach, CA

Superior Plus Inc Registered in California	Downey, CA		View Report

Street Match:Turnberry Dr Coto De Caza, CA

Black Rattlers Sports Group, LLC Registered in California	Coto De Caza, CA	View Report
Buffalo Soldier Defense Technologies LLC Registered in California	Coto De Caza, CA	View Report
Clinical Diagnostic Consulting Group, Inc Registered in California	Noth Tustin, CA Coto De Caza, CA (1 more)	View Report
Collins Family Capital LLC Registered in California	Coto De Caza, CA	View Report
Haute Mama LLC Registered in California	Coto De Caza, CA	View Report
Health Route Ai LLC Registered in California	Coto De Caza, CA	View Report
Joshua Ivie LLC Registered in California	Coto De Caza, CA (2 more)	View Report
Motorsport Supply LLC Registered in California	Coto De Caza, CA (2 more)	View Report
Seam Property Management Limited Liability CO. Registered in California	Coto De Caza, CA Rossmoor, CA	View Report
The Lao Group LLC Registered in California	Coto De Caza, CA	View Report
Synergy Medical Management, Inc. Registered in California	Coto De Caza, CA Santa Ana, CA	View Report
Kokoro Collective, Inc. Registered in California	Coto De Caza, CA	View Report
Newport Medical Marketing Group, Inc. Registered in California	Coto De Caza, CA	View Report
Bit&Byte Consultants, LLC Registered in California	Coto De Caza, CA	View Report
Med-Connection, Inc. Registered in California	Coto De Caza, CA	View Report

Street Match:E Escalones San Clemente, CA

Avenue 29 LLC Registered in California	San Clemente, CA Miramar B San Clemente, CA	View Report
Clarion Consulting LLC Registered in California	San Clemente, CA San Francisco, CA (1 more)	View Report
F.I.N. Investments, L.L.C. Registered in California	San Clemente, CA Miramar Unit B San Clemente, CA	View Report
Prestige Fire Protection Inc Registered in California	San Clemente, CA	View Report
Team Oc Corp. Registered in California	San Clemente, CA	View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary