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Lindsey and Lindsey Wealth Management 401k Profit Sharing Plan Trust
Lindsey and Lindsey Wealth Management, Inc, Westlake Village CA. Employer ID 454482060, plan number 001. Annual reports on file for 2013 to 2017.
Where the money went
- Filed 2013-2017Lindsey and Lindsey Wealth Management 401k Profit Sharing Plan Trust, Lindsey and Lindsey Wealth Management, Inc
- 2017Assets transferred to Elements Peo Retirement Savings Plan
- EndedElements Peo Retirement Savings 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 Slavic Integrated Administration, per the 2018 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.
Events in the filings
- 2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 3 | — | Filing |
| 2014 | 3 | — | Filing |
| 2015 | 4 | — | Filing |
| 2016 | 6 | — | Filing |
| 2017 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.