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401k Sponsoring company profile

LINDLEY FINANCIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LINDLEY FINANCIAL SERVICES
Employer identification number (EIN):911438617
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

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

USA Mailing Address
PO BOX 607
MONTESANO
WA
98563
Date first seen: 2007-01-01
Date last seen: 2024-03-31
USA Location Address
324 SOUTH MAIN STE # 2
MONTESANO
WA
98563
Date first seen: 2007-01-01
Date last seen: 2024-03-31
USA Location Address
4520 INTELCO LOOP SE SUITE 1-E
LACEY
WA
98503
Date first seen: 2007-01-01
Date last seen: 2023-12-31

LINDLEY FINANCIAL SERVICES 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003LINDLEY FINANCIAL DEFINED BENEFIT PLAN2016-01-01 2015-01-01
002LINDLEY FINANCIAL 401(K) SAFE HARBOR RETIREMENT PLAN2016-01-01 2007-01-01

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 Number of participants/employees Average contribution per participant
2020-08-07Employer Contributions $ 46,446
2020-08-07Employee Contributions $ 46,446
2020-07-01Employer Contributions $ 75,000
2020-07-01Employee Contributions $ 75,000
2020-03-19Employer Contributions $ 100,000
2020-03-19Employee Contributions $ 100,000
2018-09-11Employer Contributions $ 162,789
2018-09-11Employee Contributions $ 162,789
2017-08-22Employer Contributions $ 153,953
2017-08-22Employee Contributions $ 153,953
2016-06-20Employer Contributions $ 129,755
2016-06-20Employee Contributions $ 129,755
2016-01-21Employer Contributions $ 20,000
2016-01-21Employee Contributions $ 20,000

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