Lfs Wealth Advisors, LLC at 8730 Bourgade Ave STE 100, Lenexa, Ks 66219 lists James Guyot of Lenexa, KS.
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James Guyot
Registered Agent
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8730 BOURGADE AVE STE 100, LENEXA, KS 66219
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8730 BOURGADE AVE STE 100, LENEXA, KS 66219
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLFS WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,935,586 / $2,360,685 | 2023 | LFS WEALTH ADVISORS 401(K) PLAN - Plan #001 | 9 / 9 | $1,935,586 / $2,360,685 |
| 2022 | Plan NameLFS WEALTH ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,674,082 / $2,094,173 | 2022 | LFS WEALTH ADVISORS LLC CASH BALANCE PLAN - Plan #002 | 6 / 5 | $1,674,082 / $2,094,173 |
| 2022 | Plan NameLIGHTHOUSE FINANCIAL STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,306,206 / $1,935,586 | 2022 | LIGHTHOUSE FINANCIAL STRATEGIES 401(K) PLAN - Plan #001 | 6 / 7 | $2,306,206 / $1,935,586 |
| 2021 | Plan NameLIGHTHOUSE FINANCIAL STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,918,075 / $2,306,206 | 2021 | LIGHTHOUSE FINANCIAL STRATEGIES 401(K) PLAN - Plan #001 | 6 / 6 | $1,918,075 / $2,306,206 |
| 2021 | Plan NameLFS WEALTH ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,172,938 / $1,674,082 | 2021 | LFS WEALTH ADVISORS LLC CASH BALANCE PLAN - Plan #002 | 6 / 6 | $1,172,938 / $1,674,082 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/03/2020 | Approved$107,500 Forgiven$108,205 LenderFarmers Bank & Trust Jobs7 | 04/03/2020 | $107,500 | $108,205 | Farmers Bank & Trust | 7 |