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LIFETIME FINANCIAL GROUP, INC.

LIFETIME FINANCIAL GROUP, INC.

Company Details

Entity Name:	LIFETIME FINANCIAL GROUP, INC.
Jurisdiction:	Illinois
Entity Type:	Corporation - Domestic BCA
Status:	Goodstanding
Date Formed:	26 Mar 2004
Company Number:	CORP_63437662
File Number:	63437662
Type of Business:	All Inclusive Purpose
Place of Formation:	ILLINOIS

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

LIFETIME FINANCIAL GROUP, INC. 401(K) PLAN

2023

364153214

2024-06-05

LIFETIME FINANCIAL GROUP, INC.

7

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	8479201732
Plan sponsor’s address	1000 SKOKIE BLVD, SUITE 450, WILMETTE, IL, 60091

LIFETIME FINANCIAL GROUP, INC. 401(K) PLAN

2022

364153214

2023-05-05

LIFETIME FINANCIAL GROUP, INC.

7

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	8479201732
Plan sponsor’s address	1000 SKOKIE BLVD, SUITE 450, WILMETTE, IL, 60091

LIFETIME FINANCIAL GROUP, INC. 401(K) PLAN

2021

364153214

2022-08-25

LIFETIME FINANCIAL GROUP, INC.

6

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	8479201732
Plan sponsor’s address	1000 SKOKIE BLVD, SUITE 450, WILMETTE, IL, 60091

LIFETIME FINANCIAL GROUP, INC. 401(K) PLAN

2020

364153214

2021-08-06

LIFETIME FINANCIAL GROUP, INC.

6

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	8479201732
Plan sponsor’s address	1000 SKOKIE BLVD, SUITE 450, WILMETTE, IL, 60091

LIFETIME FINANCIAL GROUP, INC. 401(K) PLAN

2019

364153214

2020-06-30

LIFETIME FINANCIAL GROUP, INC.

6

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	8479201732
Plan sponsor’s address	1000 SKOKIE BLVD, SUITE 450, WILMETTE, IL, 60091

LIFETIME FINANCIAL GROUP, INC. 401(K) PLAN

2018

364153214

2019-09-25

LIFETIME FINANCIAL GROUP, INC.

6

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	8479201732
Plan sponsor’s address	1000 SKOKIE BLVD, SUITE 450, WILMETTE, IL, 60091

Agent

Name and Address	Role	Appointment Date
BRUCE A BERMAN, 47 W DIVISION ST STE 118, CHICAGO, 60610, COOK-NOT IN CITY OF CHICAGO	Agent	2004-03-26

President

Name and Address	Role
BRUCE BERMAN 626 FLORENCE EVANSTON IL 60202	President

Shares

Class	Series	Voting Rights	Authorized Shares	Issued Shares	Par Value
COMMON	No data	Voting Rights	1000	500000	No data

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State