Lpl Financial LLC

Pennsylvania
Registered In
12/04/2015
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Lpl Financial LLC in Pennsylvania was registered on 12/04/2015. It is listed at CT Corporation System.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Limited Liability Company
Status
Active
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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

455 E. Gobbi St. STE A, Ukiah, CA 95482-5571
Loan Date Approved Forgiven Lender Jobs
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
04/28/2020 Approved$14,900 Forgiven$15,048 LenderCitizens Bank, National Association Jobs1 04/28/2020 $14,900 $15,048 Citizens Bank, National Association 1
04/27/2020 Approved$21,500 Forgiven$21,737 LenderCitizens Bank, National Association Jobs1 04/27/2020 $21,500 $21,737 Citizens Bank, National Association 1
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Lpl Financial LLC Registered in New York
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Lpl Financial LLC Registered in New Jersey
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Lpl Financial LLC Registered in Iowa
Des Moines, IA View Report
Lpl Financial LLC Registered in Ohio
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Lpl Financial LLC Registered in Tennessee
Boston, MA Knoxville, TN (1 more) View Report
Lpl Financial LLC Registered in California
Glendale, CA San Diego, CA (2 more) View Report
Lpl Financial LLC Registered in Virginia
Boston, MA Glen Allen, VA View Report
Lpl Financial LLC Registered in Missouri
Clayton, MO View Report
Lpl Financial LLC Registered in Vermont
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Lpl Financial LLC Registered in Florida
Plantation, FL San Diego, CA (1 more) View Report
Lpl Financial LLC Registered in Wyoming
Boston, MA Cheyenne, WY (1 more) View Report
Lpl Financial LLC Registered in Utah
Midvale, UT San Diego, CA View Report
Lpl Financial LLC Registered in Kansas
San Diego, CA Topeka, KS View Report
Lpl Financial LLC Registered in Georgia
Boston, MA Lawrenceville, GA View Report
Lpl Financial LLC Registered in Utah
Midvale, UT San Diego, CA View Report
Lpl Financial LLC Registered in Maine
Augusta, ME Boston, MA (1 more) View Report
Lpl Financial LLC Registered in Arkansas
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Lpl Financial LLC Registered in Mississippi
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Lpl Financial LLC Registered in Wisconsin
Madison, WI View Report

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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