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401k Sponsoring company profile

LPF ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name:LPF ADVISORS LLC
Employer identification number (EIN):203723309
NAIC Classification:523900

The following addresses have been detected on the 401k submissions:

USA Location Address
8462 WEBBER ROAD
SARASOTA
FL
34240
Date first seen: 2009-01-01
Date last seen: 2023-12-31
USA Location Address
7365 MERCHANT CT STE 1
SARASOTA
FL
342408446
Date first seen: 2012-07-11
Date last seen: 2014-05-22
USA Location Address
7344 PALOMINO TRL
SARASOTA
FL
34241
Date first seen: 2008-01-01
Date last seen: 2024-03-31
USA Location Address
2601 CATTLEMAN ROAD, SUITE 302
SARASOTA
FL
34232
Date first seen: 2007-01-01
Date last seen: 2024-04-30
USA Location Address
2601 CATTLEMAN RD
SUITE 302
SARASOTA
FL
342328446
Date first seen: 2015-07-10
Date last seen: 2015-07-10

LPF ADVISORS LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST2015-01-01 2014-01-01
002LPF ADVISORS LLC CASH BALANCE PLAN2016-01-01 2014-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-06-26Employer Contributions $ 100,000
2023-06-26Employee Contributions $ 100,000
2023-05-23Employer Contributions $ 61,322
2023-05-23Employee Contributions $ 61,322
2023-04-28Employer Contributions $ 50,000
2023-04-28Employee Contributions $ 50,000
2023-03-16Employer Contributions $ 200,000
2023-03-16Employee Contributions $ 200,000
2022-05-19Employer Contributions $ 40,783
2022-05-19Employee Contributions $ 40,783
2022-03-22Employer Contributions $ 200,000
2022-03-22Employee Contributions $ 200,000
2020-03-19Employer Contributions $ 100,000
2020-03-19Employee Contributions $ 100,000
2020-02-27Employer Contributions $ 162,100
2020-02-27Employee Contributions $ 162,100
2018-07-13Employer Contributions $ 95,119
2018-07-13Employee Contributions $ 95,119
2018-05-15Employer Contributions $ 200,000
2018-05-15Employee Contributions $ 200,000
2017-05-31Employer Contributions $ 314,870
2017-05-31Employee Contributions $ 314,870
2016-08-16Employer Contributions $ 25,544
2016-08-16Employee Contributions $ 25,544
2016-07-26Employer Contributions $ 45,000
2016-07-26Employee Contributions $ 45,000
2016-07-20Employer Contributions $ 50,000
2016-07-20Employee Contributions $ 50,000
2016-07-11Employer Contributions $ 127,000
2016-07-11Employee Contributions $ 127,000
2016-06-23Employer Contributions $ 125,000
2016-06-23Employee Contributions $ 125,000
2015-07-28Employer Contributions $ 263,490
2015-07-28Employee Contributions $ 263,490

Potentially Related Companies

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