Lindsey Financial Group Inc.
Plan context: Lindsey Financial Group Inc. 401(K) Profit Sharing Plan
EIN 33-0982682 • Redlands, CA • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$480,746
2024 Contributions
$77,070
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $480,746 | $77,070 | $9,634iApproximate average salary by contribution assumption: employee only about $240,844 at 4% or $160,563 at 6%; with 50% employer match about $160,563 at 4% or $107,042 at 6%; with 100% employer match about $120,422 at 4% or $80,281 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 8 | $480,746 | $77,070 | $9,634iApproximate average salary by contribution assumption: employee only about $240,844 at 4% or $160,563 at 6%; with 50% employer match about $160,563 at 4% or $107,042 at 6%; with 100% employer match about $120,422 at 4% or $80,281 at 6%. |
| 2023 | 1 | 4 | $365,122 | $16,400 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 4 | $365,122 | $16,400 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| 2022 | 1 | 5 | $308,657 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 5 | $308,657 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2021 | 1 | 5 | $348,556 | $11,710 | $2,342iApproximate average salary by contribution assumption: employee only about $58,550 at 4% or $39,033 at 6%; with 50% employer match about $39,033 at 4% or $26,022 at 6%; with 100% employer match about $29,275 at 4% or $19,517 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 5 | $348,556 | $11,710 | $2,342iApproximate average salary by contribution assumption: employee only about $58,550 at 4% or $39,033 at 6%; with 50% employer match about $39,033 at 4% or $26,022 at 6%; with 100% employer match about $29,275 at 4% or $19,517 at 6%. |
| 2020 | 1 | 3 | $319,989 | $4,108 | $1,369iApproximate average salary by contribution assumption: employee only about $34,233 at 4% or $22,822 at 6%; with 50% employer match about $22,822 at 4% or $15,215 at 6%; with 100% employer match about $17,117 at 4% or $11,411 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 3 | $319,989 | $4,108 | $1,369iApproximate average salary by contribution assumption: employee only about $34,233 at 4% or $22,822 at 6%; with 50% employer match about $22,822 at 4% or $15,215 at 6%; with 100% employer match about $17,117 at 4% or $11,411 at 6%. |
| 2019 | 1 | 4 | $257,661 | $222,281 | $55,570iApproximate average salary by contribution assumption: employee only about $1,389,256 at 4% or $926,171 at 6%; with 50% employer match about $926,171 at 4% or $617,447 at 6%; with 100% employer match about $694,628 at 4% or $463,085 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 4 | $257,661 | $222,281 | $55,570iApproximate average salary by contribution assumption: employee only about $1,389,256 at 4% or $926,171 at 6%; with 50% employer match about $926,171 at 4% or $617,447 at 6%; with 100% employer match about $694,628 at 4% or $463,085 at 6%. |
| 2018 | 1 | 3 | $19,733 | $6,551 | $2,184iApproximate average salary by contribution assumption: employee only about $54,592 at 4% or $36,394 at 6%; with 50% employer match about $36,394 at 4% or $24,263 at 6%; with 100% employer match about $27,296 at 4% or $18,197 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 3 | $19,733 | $6,551 | $2,184iApproximate average salary by contribution assumption: employee only about $54,592 at 4% or $36,394 at 6%; with 50% employer match about $36,394 at 4% or $24,263 at 6%; with 100% employer match about $27,296 at 4% or $18,197 at 6%. |
| 2017 | 1 | 3 | $14,994 | $5,013 | $1,671iApproximate average salary by contribution assumption: employee only about $41,775 at 4% or $27,850 at 6%; with 50% employer match about $27,850 at 4% or $18,567 at 6%; with 100% employer match about $20,888 at 4% or $13,925 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 3 | $14,994 | $5,013 | $1,671iApproximate average salary by contribution assumption: employee only about $41,775 at 4% or $27,850 at 6%; with 50% employer match about $27,850 at 4% or $18,567 at 6%; with 100% employer match about $20,888 at 4% or $13,925 at 6%. |
| 2016 | 1 | 3 | $8,291 | $2,153 | $718iApproximate average salary by contribution assumption: employee only about $17,942 at 4% or $11,961 at 6%; with 50% employer match about $11,961 at 4% or $7,974 at 6%; with 100% employer match about $8,971 at 4% or $5,981 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 3 | $8,291 | $2,153 | $718iApproximate average salary by contribution assumption: employee only about $17,942 at 4% or $11,961 at 6%; with 50% employer match about $11,961 at 4% or $7,974 at 6%; with 100% employer match about $8,971 at 4% or $5,981 at 6%. |
| 2015 | 1 | 2 | $5,786 | $300 | $150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 2 | $5,786 | $300 | $150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%. |
| 2014 | 1 | 3 | $34,714 | $960 | $320iApproximate average salary by contribution assumption: employee only about $8,000 at 4% or $5,333 at 6%; with 50% employer match about $5,333 at 4% or $3,556 at 6%; with 100% employer match about $4,000 at 4% or $2,667 at 6%. |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 3 | $34,714 | $960 | $320iApproximate average salary by contribution assumption: employee only about $8,000 at 4% or $5,333 at 6%; with 50% employer match about $5,333 at 4% or $3,556 at 6%; with 100% employer match about $4,000 at 4% or $2,667 at 6%. |
| 2013 | 1 | 4 | $45,292 | $0 | - |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 4 | $45,292 | - | - |
| 2012 | 1 | 5 | $47,614 | $0 | - |
| Lindsey Financial Group Inc. 401(K) Profit Sharing Plan | - | 5 | $47,614 | $0 | - |
| 2010 | 1 | 0 | $0 | $0 | - |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2009 | 1 | 3 | $138,887 | $4,215 | $1,405iApproximate average salary by contribution assumption: employee only about $35,125 at 4% or $23,417 at 6%; with 50% employer match about $23,417 at 4% or $15,611 at 6%; with 100% employer match about $17,563 at 4% or $11,708 at 6%. |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 3 | $138,887 | $4,215 | $1,405iApproximate average salary by contribution assumption: employee only about $35,125 at 4% or $23,417 at 6%; with 50% employer match about $23,417 at 4% or $15,611 at 6%; with 100% employer match about $17,563 at 4% or $11,708 at 6%. |
| 2008 | 1 | 18 | $0 | $0 | - |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 18 | - | - | - |
| 2007 | 1 | 16 | $0 | $0 | - |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 16 | - | - | - |
| 2006 | 1 | 12 | $204,012 | $0 | - |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 12 | $204,012 | - | - |
| 2005 | 1 | 13 | $183,875 | $37,528 | $2,887iApproximate average salary by contribution assumption: employee only about $72,169 at 4% or $48,113 at 6%; with 50% employer match about $48,113 at 4% or $32,075 at 6%; with 100% employer match about $36,085 at 4% or $24,056 at 6%. |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 13 | $183,875 | $37,528 | $2,887iApproximate average salary by contribution assumption: employee only about $72,169 at 4% or $48,113 at 6%; with 50% employer match about $48,113 at 4% or $32,075 at 6%; with 100% employer match about $36,085 at 4% or $24,056 at 6%. |
| 2004 | 1 | 10 | $145,952 | $33,996 | $3,400iApproximate average salary by contribution assumption: employee only about $84,990 at 4% or $56,660 at 6%; with 50% employer match about $56,660 at 4% or $37,773 at 6%; with 100% employer match about $42,495 at 4% or $28,330 at 6%. |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 10 | $145,952 | $33,996 | $3,400iApproximate average salary by contribution assumption: employee only about $84,990 at 4% or $56,660 at 6%; with 50% employer match about $56,660 at 4% or $37,773 at 6%; with 100% employer match about $42,495 at 4% or $28,330 at 6%. |
| 2003 | 1 | 6 | $94,663 | $10,251 | $1,709iApproximate average salary by contribution assumption: employee only about $42,713 at 4% or $28,475 at 6%; with 50% employer match about $28,475 at 4% or $18,983 at 6%; with 100% employer match about $21,356 at 4% or $14,238 at 6%. |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 6 | $94,663 | $10,251 | $1,709iApproximate average salary by contribution assumption: employee only about $42,713 at 4% or $28,475 at 6%; with 50% employer match about $28,475 at 4% or $18,983 at 6%; with 100% employer match about $21,356 at 4% or $14,238 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| LINDSEY FINANCIAL GROUP, INC. RETIREMENT PLAN | - | 4 | - | - | - |