Lineweaver Financial Group, Inc.

Ohio
Registered In
09/16/2003
Incorp. Date

Company Summary

Lineweaver Financial Group, Inc. in Ohio lists James S. Lineweaver as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Corporation for Profit
Status
A
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James S. Lineweaver Registered Agent
9035 SWEET VALLEY DR, VALLEY VIEW, OH 44125
James S. Lineweaver

Financial Information for Lineweaver Financial Group, Inc.

Form 5500

LINEWEAVER FINANCIAL GROUP, INC.

9035 Sweet Valley Drive, Valley View, Oh 44125 (216) 520-1711 EIN:20-0477101 Plan Admin:James Lineweaver
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2024 Plan NameLINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - 2024 Plan #002 Participants BOY/EOY12 / 0 Assets BOY/EOY$36,529 / $0 2024 LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - 2024 - Plan #002 12 / 0 $36,529 / $0
2023 Plan NameLINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$3,405,548 / $36,529 2023 LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - Plan #002 12 / 12 $3,405,548 / $36,529
2022 Plan NameLINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 12 Assets BOY/EOY$3,381,729 / $3,405,548 2022 LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - Plan #002 10 / 12 $3,381,729 / $3,405,548
2022 Plan NameLINEWEAVER FINANCIAL GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY15 / 19 Assets BOY/EOY$4,631,107 / $3,336,607 2022 LINEWEAVER FINANCIAL GROUP RETIREMENT PLAN - Plan #001 15 / 19 $4,631,107 / $3,336,607
2021 Plan NameLINEWEAVER FINANCIAL GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$3,681,723 / $4,631,107 2021 LINEWEAVER FINANCIAL GROUP RETIREMENT PLAN - Plan #001 17 / 15 $3,681,723 / $4,631,107
2021 Plan NameLINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,643,178 / $3,381,729 2021 LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - Plan #002 9 / 10 $2,643,178 / $3,381,729
2020 Plan NameLINEWEAVER FINANCIAL GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$2,085,580 / $3,681,723 2020 LINEWEAVER FINANCIAL GROUP RETIREMENT PLAN - Plan #001 18 / 17 $2,085,580 / $3,681,723
2020 Plan NameLINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,501,591 / $2,643,178 2020 LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - Plan #002 10 / 9 $1,501,591 / $2,643,178
2019 Plan NameLINEWEAVER FINANCIAL GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,450,761 / $2,085,580 2019 LINEWEAVER FINANCIAL GROUP RETIREMENT PLAN - Plan #001 17 / 18 $1,450,761 / $2,085,580
2019 Plan NameLINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,048,317 / $1,501,591 2019 LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - Plan #002 11 / 10 $1,048,317 / $1,501,591
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LINEWEAVER FINANCIAL GROUP, INC.

9035 Sweet Valley Dr, CLEVELAND, OH 44125
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$208,760 Forgiven$211,179 LenderKeyBank National Association Jobs21 04/28/2020 $208,760 $211,179 KeyBank National Association 21
PPP Loans based on Paycheck Protection Program.
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Person/City Match:James S Lineweaver - Valley View, OH
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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration
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