Lpl Financial LLC

Georgia
Registered In
04/04/1983
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Lpl Financial LLC at 75 State ST FL 22nd, Boston, Ma 02109 lists Gregory M Woods and Stephanie L Brown of Boston, MA as the associates.

Registered In
Georgia
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Limited Liability Company
Status
Active/Compliance
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C T Corporation System Registered Agent
289 S CULVER ST, LAWRENCEVILLE, GA 30046
Gregory M Woods Secretary
75 STATE ST FL 24TH, BOSTON, MA 02109
Stephanie L Brown Secretary
75 STATE ST FL 24TH, BOSTON, MA 02109
75 STATE ST FL 22ND, BOSTON, MA 02109 View Map

Financial Information for Lpl Financial LLC

Form 5500

LPL FINANCIAL, LLC

4707 Executive Drive, San Diego, Ca 92121 (858) 450-9606 EIN:95-2834236 Plan Admin:Erica Ullman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
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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The following government agencies have contributed data:

Georgia Corporations Division U.S. Department of Labor U.S. Small Business Administration
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