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Lindsey and Lindsey Wealth Management, Inc Rsp
Lindsey and Lindsey Wealth Management, Inc., Westlake Village CA. Employer ID 454482060, plan number 002. Annual reports on file for 2018 to 2018.
Where the money went
- Filed 2018-2018Lindsey and Lindsey Wealth Management, Inc Rsp, Lindsey and Lindsey Wealth Management, Inc.
- 2018Assets transferred to Optimum Employer Solutions Retirement Plan
- 2017Plan renumbered or taken over by a new sponsor to Optimum Employer Solutions Retirement Plan
- TodayOptimum Employer Solutions Retirement Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2024 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
- 2018: 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 |
|---|---|---|---|
| 2018 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.