Lfs Wealth Advisors, LLC

Kansas
Registered In
12/26/2017
Incorp. Date

Company Summary

Lfs Wealth Advisors, LLC at 8730 Bourgade Ave STE 100, Lenexa, Ks 66219 lists James Guyot of Lenexa, KS.

Overview

Registered In
Kansas
Incorporation Date
Company Type
Kansas Ltd Liability Company
Status
Active and in Good Standing
Registration Type
Domestic
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People

James Guyot Registered Agent
8730 BOURGADE AVE STE 100, LENEXA, KS 66219

Map & Locations

8730 BOURGADE AVE STE 100, LENEXA, KS 66219 (Mailing) View Map

Financials

Financial Information for Lfs Wealth Advisors, LLC

Form 5500

LFS WEALTH ADVISORS, LLC

8730 Bourgade Ave Suite 100, Lenexa, Ks 66219 (913) 322-0006 EIN:82-3992900 Plan Admin:Kay P Guyot
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
2020 Plan NameLFS WEALTH ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 6 Assets BOY/EOY$760,000 / $1,172,938 2020 LFS WEALTH ADVISORS LLC CASH BALANCE PLAN - Plan #002 4 / 6 $760,000 / $1,172,938
2019 Plan NameLFS WEALTH ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$380,000 / $760,000 2019 LFS WEALTH ADVISORS LLC CASH BALANCE PLAN - Plan #002 4 / 4 $380,000 / $760,000
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LFS WEALTH ADVISORS LLC

8730 Bourgade Ave, Lenexa, Ks 66219-1428 Ethnicity:Not Hispanic or Latino Race:White
Loan Date Approved Forgiven Lender Jobs
04/03/2020 Approved$107,500 Forgiven$108,205 LenderFarmers Bank & Trust Jobs7 04/03/2020 $107,500 $108,205 Farmers Bank & Trust 7
PPP Loans based on Paycheck Protection Program.

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Address Match:8730 Bourgade Ave Lenexa, KS
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Sources

The following government agencies have contributed data:

• State of Kansas Office of the Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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