Lifepro Financial Services, Inc.
Massachusetts
Registered In
03/16/2007
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Lifepro Financial Services, Inc. at 86 Summit Ave STE 303, Summit, Nj 07901 lists Bruce Donaldson and Benjamin Nevejans as associates.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Foreign Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Registered Agent Solutions, Inc.
Registered Agent
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44 SCHOOL ST STE 505, BOSTON, MA 02108
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Bruce Donaldson
CEO
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Benjamin Nevejans
President
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Mitchell M. Leidner
CFO
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Bruce Donaldson
Director
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Mitchell M. Leidner
Director
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Christina M. Parker
Secretary
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
View Map
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Financial Information for Lifepro Financial Services, Inc.
Form 5500
LIFEPRO FINANCIAL SERVICES, INC.
11512 El Camino Real, Suite 100, San Diego, Ca 92130 (858) 793-5999 EIN:33-0512295 Plan Admin:Heather Ulz| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY53 / 0 Assets BOY/EOY$6,861,145 / $0 | 2023 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 53 / 0 | $6,861,145 / $0 |
| 2022 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY55 / 53 Assets BOY/EOY$9,906,942 / $6,861,145 | 2022 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 55 / 53 | $9,906,942 / $6,861,145 |
| 2021 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY51 / 53 Assets BOY/EOY$7,902,944 / $9,906,942 | 2021 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 51 / 53 | $7,902,944 / $9,906,942 |
| 2020 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY52 / 46 Assets BOY/EOY$6,455,579 / $7,902,944 | 2020 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 52 / 46 | $6,455,579 / $7,902,944 |
| 2019 | Plan NameLIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY51 / 45 Assets BOY/EOY$4,868,269 / $6,455,579 | 2019 | LIFEPRO FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 51 / 45 | $4,868,269 / $6,455,579 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIFEPRO FINANCIAL SERVICES, INC.
11512 El Camino Real STE 100, San Diego, Ca 92130-2087 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$576,685 Forgiven$581,587 LenderFrontwave CU Jobs34 | 04/30/2020 | $576,685 | $581,587 | Frontwave CU | 34 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Christina M Parker - Summit, NJ
The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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