AUMdb

Life Plan Trust Incorporated

EIN 581928259 · 501(c)(3) · Public charity · Apex, NC · recognized 1991

Assets
$712K
Revenue
$287K
Expenses
$329K
Investment income
$17.9K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Janita Moody Executive dir. $87,448 $18,335
Jayne Tipton President $0 $0
Gail Till Secretary $0 $0
Deb Smith Treasurer $0 $0