Lji Wealth Management, LLC

Indianapolis, IN

Tennessee

Registered In

10/01/2009

Incorp. Date

Foreign

Registration Type

Indiana

Foreign Jurisdiction

Company Summary

Lji Wealth Management, LLC in Indianapolis, IN was registered on 10/01/2009. It is listed at 902 E 66th ST STE C, Indianapolis, In 46220.

No Agent Registered Agent

AGENT RESIGNED OR INVALID, NASHVILLE, TN 37219

902 E 66TH ST STE C, INDIANAPOLIS, IN 46220 View Map

Form 5500

6569 Carrollton Ave, Indianapolis, In 46220 (317) 466-9702 EIN:26-0237809 Plan Admin:Layton L. John

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLJI WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$1,548,346 / $1,568,282	2022	LJI WEALTH MANAGEMENT 401(K) PLAN - Plan #001	16 / 18	$1,548,346 / $1,568,282
2021	Plan NameLJI WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,084,922 / $1,548,346	2021	LJI WEALTH MANAGEMENT 401(K) PLAN - Plan #001	15 / 16	$1,084,922 / $1,548,346
2020	Plan NameLJI WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 15 Assets BOY/EOY$780,785 / $1,084,922	2020	LJI WEALTH MANAGEMENT 401(K) PLAN - Plan #001	11 / 15	$780,785 / $1,084,922
2019	Plan NameLJI WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$495,591 / $780,785	2019	LJI WEALTH MANAGEMENT 401(K) PLAN - Plan #001	12 / 11	$495,591 / $780,785

Benefit & Retirement Plans based on Form 5500.

PPP Loans

6569 Carrollton Ave, Indianapolis, In 46220-1664 Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$192,500 Forgiven$193,960 LenderCitizens State Bank of New Castle Jobs12	04/13/2020	$192,500	$193,960	Citizens State Bank of New Castle	12

PPP Loans based on Paycheck Protection Program.

Address Match:902 E 66th St Indianapolis, IN

Neumann-Schlegel-Burrows, LLC Registered in Ohio	Cincinnati, OH Indianapolis, IN		View Report

Related Business Names:

Lji Wealth Management LLC Registered in Florida	Indianapolis, IN Siesta Key, FL	View Report
Lji Wealth Management, LLC Registered in Pennsylvania	Cannonsburg, PA	View Report
Lji Wealth Management, LLC Registered in Virginia	Indianapolis, IN Mechanicsville, VA	View Report
Lji Wealth Management, LLC Registered in Florida	Indianapolis, IN	View Report

Street Match:E 66th St Indianapolis, IN

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The following government agencies have contributed data:

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

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