MARK DEGNER DBA LPL FINANCIAL has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : LPL FINANCIAL 401(K) QRP PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 146512 |
| Net assets as of the end of the plan year | 2025-10-13 | 1546252 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 1173004 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 30500 |
| Value of participant loans at end of plan year | 2025-10-13 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other contributions to plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 424764 |
| Plan net income in this plan year | 2025-10-13 | 373248 |
| Net assets as of the end of the plan year | 2025-10-13 | 1546252 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 1173004 |
| Employer contributions to plan in this plan year | 2025-10-13 | 64496 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 139 |
| 2024 : LPL FINANCIAL 401(K) QRP PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 164 |
| Net assets as of the end of the plan year | 2024-10-09 | 1173004 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 840161 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 150000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 30000 |
| Value of participant loans at end of plan year | 2024-10-09 | 9218 |
| Other expenses paid from plan in this plan year | 2024-10-09 | 0 |
| Other contributions to plan in this plan year | 2024-10-09 | 0 |
| Other income to plan in this plan year | 2024-10-09 | 252227 |
| Plan net income in this plan year | 2024-10-09 | 332843 |
| Net assets as of the end of the plan year | 2024-10-09 | 1173004 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 840161 |
| Employer contributions to plan in this plan year | 2024-10-09 | 50780 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 164 |
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