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Lendsure Financial Services, Inc. Retirement Trus

Lendsure Financial Services, Inc., San Diego CA. Employer ID 263127754, plan number 001. Annual reports on file for 2013 to 2018.

Where the money went

  1. Filed 2013-2018Lendsure Financial Services, Inc. Retirement Trus, Lendsure Financial Services, Inc.
  2. 2019Plan renumbered or taken over by a new sponsor to Lendsure Mortgage Corp. Retirement Trust
  3. 2021Assets transferred to Isolved Peo, LLC 401(k) Plan
  4. EndedIsolved Peo, LLC 401(k) Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Records are kept by Transamerica Financial Life Ins Co., per the 2022 filing.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsSeparated, still owedSource
201310—Filing
20149—Filing
20158—Filing
201635—Filing
201741—Filing
201860—Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.