Lindsey and Lindsey Wealth Management, Inc 401(k) plans
2 retirement plans filed by Lindsey and Lindsey Wealth Management, Inc from 2013 to 2018: 2 moved their money into another plan.
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Its plans
Lindsey and Lindsey Wealth Management 401k Profit Sharing Plan Trust
401(k) · filed 2013 to 2017 · up to 6 people · employer ID 45-4482060, plan 001
In 2017, its money moved into the Elements Peo Retirement Savings Plan.
Lindsey and Lindsey Wealth Management, Inc Rsp
401(k) · filed in 2018 · up to 0 people · employer ID 45-4482060, plan 002
In 2018, its money moved into the Optimum Employer Solutions Retirement Plan.
Questions
What happened to Lindsey and Lindsey Wealth Management, Inc's older plans?
The Lindsey and Lindsey Wealth Management 401k Profit Sharing Plan Trust: In 2017, its money moved into the Elements Peo Retirement Savings Plan. The Lindsey and Lindsey Wealth Management, Inc Rsp: In 2018, its money moved into the Optimum Employer Solutions Retirement Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Lindsey and Lindsey Wealth Management, Inc have?
Its filings show 401(k) plans, filed 2013 to 2018.
Sources: 6 annual reports filed with the U.S. Department of Labor (Form 5500), 2013 to 2018; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 45-4482060. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Lindsey and Lindsey Wealth Management, Inc or the government.