# Life&Wealth Advisors INC 401(k) Plan
Source: https://planprovider.pro/companies/life-wealth-advisors-inc-401k-plan

> Life&Wealth Advisors INC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Life&Wealth Advisors INC

- **Sponsor EIN:** 203075156

- **Sponsor Address:** 1399 YGNACIO VALLEY ROAD SUITE 29, WALNUT CREEK, CA, 945980000

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$3,420|$30,500|

| 2023|3|$458,830|$5,173|$30,000|

| 2022|3|$429,797|$6,868|$27,000|

## Similar Plans

- [J Three Enterprises](https://planprovider.pro/companies/j-three-enterprises-plan) — 3 participants

- [Kassis Investment Company, INC.](https://planprovider.pro/companies/kassis-investment-company-inc-401k-plan) — 2 participants

- [Parker Kline Finance & Investment](https://planprovider.pro/companies/parker-kline-finance-investment-401k-plan) — 4 participants

- [Innovus Advisors, LLC](https://planprovider.pro/companies/innovus-advisors-llc-plan) — 2 participants

- [Buchanan Advisors, INC.](https://planprovider.pro/companies/buchanan-advisors-inc-401k-plan) — 2 participants

- [Asterismos INC.](https://planprovider.pro/companies/asterismos-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/life-wealth-advisors-inc-401k-plan)

© 2026 PlanProvider.Pro