Lifepro Financial Services, Inc.

Oregon
Registered In
06/05/2009
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Lifepro Financial Services, Inc. at 11512 El Camino Real STE 100, San Diego, Ca 92130 lists William Zimmerman and Heather Ulz of San Diego, CA.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Business Corporation
Status
Inactive
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National Registered Agents, Inc. Registered Agent
780 COMMERCIAL ST SE STE 100, SALEM, OR 97301 (Mailing)
William Zimmerman President
11512 EL CAMINO REAL STE 100, SAN DIEGO, CA 92130
Heather Ulz Secretary
11512 EL CAMINO REAL STE 100, SAN DIEGO, CA 92130
11512 EL CAMINO REAL STE 100, SAN DIEGO, CA 92130 View Map

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:William Zimmerman - San Diego, CA
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The following government agencies have contributed data:

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