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Rivers/Lidke Financial Group, LLC

Ohio
Ohio
Registered In
11/05/2013
Incorp. Date

Company Summary

Rivers/Lidke Financial Group, LLC in Ohio lists Donald W. Rivers and Lisa A. Lidke as the associates.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
A
Registration Type
Domestic
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People

Donald W. Rivers Registered Agent
7676 HIDDEN HOLW, COLUMBUS, OH 43235
Donald W. Rivers
Lisa A. Lidke

Financials

Financial Information for Rivers/Lidke Financial Group, LLC

Form 5500

RIVERS/LIDKE FINANCIAL GROUP LLC

9039 Anteres Avenue Suite H2, Columbus, Oh 43240 (614) 601-6150 EIN:46-4058955 Plan Admin:Lisa A. Lidke
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameRIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,677,154 / $2,193,231 2023 RIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN - Plan #001 7 / 7 $1,677,154 / $2,193,231
2022 Plan NameRIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,809,857 / $1,677,154 2022 RIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN - Plan #001 7 / 7 $1,809,857 / $1,677,154
2021 Plan NameRIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$622,714 / $1,809,857 2021 RIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN - Plan #001 5 / 7 $622,714 / $1,809,857
2021 Plan NameRIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$1,188,128 / $0 2021 RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002 5 / 0 $1,188,128 / $0
2020 Plan NameRIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$923,283 / $1,188,128 2020 RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002 5 / 5 $923,283 / $1,188,128
2020 Plan NameRIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$439,552 / $622,714 2020 RIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN - Plan #001 5 / 5 $439,552 / $622,714
2019 Plan NameRIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$645,473 / $923,283 2019 RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN - Plan #002 5 / 5 $645,473 / $923,283
2019 Plan NameRIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$435,344 / $439,552 2019 RIVERS/LIDKE FINANCIAL GROUP LLC RETIREMENT PLAN - Plan #001 5 / 5 $435,344 / $439,552
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/City Match:Donald W Rivers - Columbus, OH
Rivers/Lidke/Graham Financial Group, LLC Registered in Ohio
Columbus, OH View Report

Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor
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