Lpl Financial Corporation

Boston, MA

Florida

Registered In

07/15/1980

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Lpl Financial Corporation at 22 Nd, Boston, Ma 02108 lists Stearns Esther M and Moore Robert L of San Diego, CA as associates.

Registered In: Florida
Incorporation Date: 07/15/1980
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Profit
Status: Inactive
EIN: 95-2834236
Email: ************@lpl.com
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Stearns Esther M President	9785 TOWNE CENTRE DR, SAN DIEGO, CA 92121
Moore Robert L Director	9785 TOWNE CENTRE DR, SAN DIEGO, CA 92121
Casady Mark S Director	22 ND, BOSTON, MA 02108
Stearns Esther M Director	9785 TOWNE CENTRE DR, SAN DIEGO, CA 92121
Brown Stephanie L Secretary	22 ND, BOSTON, MA 02108
Moore Robert J Treasurer	9785 TOWNE CENTRE DR, SAN DIEGO, CA 92121

22 ND, BOSTON, MA 02108 View Map

Financial Information for Lpl Financial Corporation

Form 5500

LPL FINANCIAL LLC

1055 Lpl Way, Fort Mill, Sc 29715 (619) 750-1000 EIN:95-2834236 Plan Admin:Jessica Mize

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY7,494 / 8,335 Assets BOY/EOY$620,017,134 / $562,534,326	2022	LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002	7,494 / 8,335	$620,017,134 / $562,534,326
2022	Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY6,278 / 0 Assets BOY/EOY$0 / $0	2022	LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501	6,278 / 0	$0 / $0
2021	Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY6,196 / 7,380 Assets BOY/EOY$500,183,649 / $620,017,134	2021	LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002	6,196 / 7,380	$500,183,649 / $620,017,134
2021	Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,861 / 0 Assets BOY/EOY$0 / $0	2021	LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501	4,861 / 0	$0 / $0
2020	Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY5,586 / 5,872 Assets BOY/EOY$405,009,170 / $500,183,649	2020	LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002	5,586 / 5,872	$405,009,170 / $500,183,649
2020	Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,550 / 0 Assets BOY/EOY$0 / $0	2020	LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501	4,550 / 0	$0 / $0
2019	Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY5,384 / 5,567 Assets BOY/EOY$302,573,118 / $405,009,170	2019	LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002	5,384 / 5,567	$302,573,118 / $405,009,170
2019	Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,242 / 0 Assets BOY/EOY$0 / $0	2019	LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501	4,242 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LPL FINANCIAL

235 Littleton Rd Suite 3, Westford, MA 01886-3520 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
07/31/2020	Approved$20,833 Forgiven$20,922 LenderFed – Kabbage Jobs1	07/31/2020	$20,833	$20,922	Fed – Kabbage	1
06/28/2020	Approved$11,175 Forgiven$11,233 LenderCustomers Bank Jobs1	06/28/2020	$11,175	$11,233	Customers Bank	1
05/01/2020	Approved$20,833 Forgiven$21,082 LenderCustomers Bank Jobs1	05/01/2020	$20,833	$21,082	Customers Bank	1
04/15/2020	Approved$25,225 Forgiven$25,490 LenderUniBank for Savings Jobs1	04/15/2020	$25,225	$25,490	UniBank for Savings	1

PPP Loans based on Paycheck Protection Program.

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