Civic Intelligence

Lindley Financial Services

Plan context: Lindley Financial 401K Safe Harbor Retirement Plan

EIN 91-1438617 • Lacey, WA • 25 filings • 5 plans

4520 Intelco Loop SE Suite 1-eLacey, WA 98503
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,356,894

2024 Contributions

$26,914

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,356,894$2,678,447$0200720152023YearValue
$5,356,894Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530200720152023YearValue
4Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$26,914-
Lindley Financial 401K Safe Harbor Retirement Plan-0$0$26,914-
202314$5,356,894$139,179$34,795iApproximate average salary by contribution assumption: employee only about $869,869 at 4% or $579,913 at 6%; with 50% employer match about $579,913 at 4% or $386,608 at 6%; with 100% employer match about $434,934 at 4% or $289,956 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$5,356,894$139,179$34,795iApproximate average salary by contribution assumption: employee only about $869,869 at 4% or $579,913 at 6%; with 50% employer match about $579,913 at 4% or $386,608 at 6%; with 100% employer match about $434,934 at 4% or $289,956 at 6%.
202214$4,745,427$125,372$31,343iApproximate average salary by contribution assumption: employee only about $783,575 at 4% or $522,383 at 6%; with 50% employer match about $522,383 at 4% or $348,256 at 6%; with 100% employer match about $391,788 at 4% or $261,192 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$4,745,427$125,372$31,343iApproximate average salary by contribution assumption: employee only about $783,575 at 4% or $522,383 at 6%; with 50% employer match about $522,383 at 4% or $348,256 at 6%; with 100% employer match about $391,788 at 4% or $261,192 at 6%.
202124$5,222,948$1,941,232$485,308iApproximate average salary by contribution assumption: employee only about $12,132,700 at 4% or $8,088,467 at 6%; with 50% employer match about $8,088,467 at 4% or $5,392,311 at 6%; with 100% employer match about $6,066,350 at 4% or $4,044,233 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$5,222,948$1,741,232$435,308iApproximate average salary by contribution assumption: employee only about $10,882,700 at 4% or $7,255,133 at 6%; with 50% employer match about $7,255,133 at 4% or $4,836,756 at 6%; with 100% employer match about $5,441,350 at 4% or $3,627,567 at 6%.
PILLAR FINANCIAL GROUP DEFINED BENEFIT PLAN-0$0$200,000-
202024$4,390,786$288,581$72,145iApproximate average salary by contribution assumption: employee only about $1,803,631 at 4% or $1,202,421 at 6%; with 50% employer match about $1,202,421 at 4% or $801,614 at 6%; with 100% employer match about $901,816 at 4% or $601,210 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$3,207,187$88,581$22,145iApproximate average salary by contribution assumption: employee only about $553,631 at 4% or $369,088 at 6%; with 50% employer match about $369,088 at 4% or $246,058 at 6%; with 100% employer match about $276,816 at 4% or $184,544 at 6%.
PILLAR FINANCIAL GROUP DEFINED BENEFIT PLAN-4$1,183,599$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201924$3,684,359$306,198$76,550iApproximate average salary by contribution assumption: employee only about $1,913,738 at 4% or $1,275,825 at 6%; with 50% employer match about $1,275,825 at 4% or $850,550 at 6%; with 100% employer match about $956,869 at 4% or $637,913 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$2,768,898$84,752$21,188iApproximate average salary by contribution assumption: employee only about $529,700 at 4% or $353,133 at 6%; with 50% employer match about $353,133 at 4% or $235,422 at 6%; with 100% employer match about $264,850 at 4% or $176,567 at 6%.
PILLAR FINANCIAL GROUP DEFINED BENEFIT PLAN-4$915,461$221,446$55,362iApproximate average salary by contribution assumption: employee only about $1,384,038 at 4% or $922,692 at 6%; with 50% employer match about $922,692 at 4% or $615,128 at 6%; with 100% employer match about $692,019 at 4% or $461,346 at 6%.
201825$3,080,680$255,715$51,143iApproximate average salary by contribution assumption: employee only about $1,278,575 at 4% or $852,383 at 6%; with 50% employer match about $852,383 at 4% or $568,256 at 6%; with 100% employer match about $639,288 at 4% or $426,192 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-5$2,437,782$75,661$15,132iApproximate average salary by contribution assumption: employee only about $378,305 at 4% or $252,203 at 6%; with 50% employer match about $252,203 at 4% or $168,136 at 6%; with 100% employer match about $189,153 at 4% or $126,102 at 6%.
PILLAR FINANCIAL GROUP DEFINED BENEFIT PLAN-4$642,898$180,054$45,014iApproximate average salary by contribution assumption: employee only about $1,125,338 at 4% or $750,225 at 6%; with 50% employer match about $750,225 at 4% or $500,150 at 6%; with 100% employer match about $562,669 at 4% or $375,113 at 6%.
201725$2,989,437$235,909$47,182iApproximate average salary by contribution assumption: employee only about $1,179,545 at 4% or $786,363 at 6%; with 50% employer match about $786,363 at 4% or $524,242 at 6%; with 100% employer match about $589,773 at 4% or $393,182 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-5$2,519,729$73,120$14,624iApproximate average salary by contribution assumption: employee only about $365,600 at 4% or $243,733 at 6%; with 50% employer match about $243,733 at 4% or $162,489 at 6%; with 100% employer match about $182,800 at 4% or $121,867 at 6%.
PILLAR FINANCIAL GROUP DEFINED BENEFIT PLAN-4$469,708$162,789$40,697iApproximate average salary by contribution assumption: employee only about $1,017,431 at 4% or $678,288 at 6%; with 50% employer match about $678,288 at 4% or $452,192 at 6%; with 100% employer match about $508,716 at 4% or $339,144 at 6%.
201624$2,432,236$232,189$58,047iApproximate average salary by contribution assumption: employee only about $1,451,181 at 4% or $967,454 at 6%; with 50% employer match about $967,454 at 4% or $644,969 at 6%; with 100% employer match about $725,591 at 4% or $483,727 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$2,133,405$78,237$19,559iApproximate average salary by contribution assumption: employee only about $488,981 at 4% or $325,988 at 6%; with 50% employer match about $325,988 at 4% or $217,325 at 6%; with 100% employer match about $244,491 at 4% or $162,994 at 6%.
LINDLEY FINANCIAL DEFINED BENEFIT PLAN-4$298,831$153,952$38,488iApproximate average salary by contribution assumption: employee only about $962,200 at 4% or $641,467 at 6%; with 50% employer match about $641,467 at 4% or $427,644 at 6%; with 100% employer match about $481,100 at 4% or $320,733 at 6%.
201524$2,080,389$239,022$59,756iApproximate average salary by contribution assumption: employee only about $1,493,888 at 4% or $995,925 at 6%; with 50% employer match about $995,925 at 4% or $663,950 at 6%; with 100% employer match about $746,944 at 4% or $497,963 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$1,930,634$89,267$22,317iApproximate average salary by contribution assumption: employee only about $557,919 at 4% or $371,946 at 6%; with 50% employer match about $371,946 at 4% or $247,964 at 6%; with 100% employer match about $278,959 at 4% or $185,973 at 6%.
LINDLEY FINANCIAL DEFINED BENEFIT PLAN-4$149,755$149,755$37,439iApproximate average salary by contribution assumption: employee only about $935,969 at 4% or $623,979 at 6%; with 50% employer match about $623,979 at 4% or $415,986 at 6%; with 100% employer match about $467,984 at 4% or $311,990 at 6%.
201414$1,886,594$75,714$18,929iApproximate average salary by contribution assumption: employee only about $473,213 at 4% or $315,475 at 6%; with 50% employer match about $315,475 at 4% or $210,317 at 6%; with 100% employer match about $236,606 at 4% or $157,738 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$1,886,594$75,714$18,929iApproximate average salary by contribution assumption: employee only about $473,213 at 4% or $315,475 at 6%; with 50% employer match about $315,475 at 4% or $210,317 at 6%; with 100% employer match about $236,606 at 4% or $157,738 at 6%.
201314$1,758,877$109,055$27,264iApproximate average salary by contribution assumption: employee only about $681,594 at 4% or $454,396 at 6%; with 50% employer match about $454,396 at 4% or $302,931 at 6%; with 100% employer match about $340,797 at 4% or $227,198 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$1,758,877$109,055$27,264iApproximate average salary by contribution assumption: employee only about $681,594 at 4% or $454,396 at 6%; with 50% employer match about $454,396 at 4% or $302,931 at 6%; with 100% employer match about $340,797 at 4% or $227,198 at 6%.
201214$1,424,596$74,121$18,530iApproximate average salary by contribution assumption: employee only about $463,256 at 4% or $308,838 at 6%; with 50% employer match about $308,838 at 4% or $205,892 at 6%; with 100% employer match about $231,628 at 4% or $154,419 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$1,424,596$74,121$18,530iApproximate average salary by contribution assumption: employee only about $463,256 at 4% or $308,838 at 6%; with 50% employer match about $308,838 at 4% or $205,892 at 6%; with 100% employer match about $231,628 at 4% or $154,419 at 6%.
201114$1,192,945$70,789$17,697iApproximate average salary by contribution assumption: employee only about $442,431 at 4% or $294,954 at 6%; with 50% employer match about $294,954 at 4% or $196,636 at 6%; with 100% employer match about $221,216 at 4% or $147,477 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$1,192,945$70,789$17,697iApproximate average salary by contribution assumption: employee only about $442,431 at 4% or $294,954 at 6%; with 50% employer match about $294,954 at 4% or $196,636 at 6%; with 100% employer match about $221,216 at 4% or $147,477 at 6%.
201014$1,140,491$63,658$15,915iApproximate average salary by contribution assumption: employee only about $397,863 at 4% or $265,242 at 6%; with 50% employer match about $265,242 at 4% or $176,828 at 6%; with 100% employer match about $198,931 at 4% or $132,621 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$1,140,491$63,658$15,915iApproximate average salary by contribution assumption: employee only about $397,863 at 4% or $265,242 at 6%; with 50% employer match about $265,242 at 4% or $176,828 at 6%; with 100% employer match about $198,931 at 4% or $132,621 at 6%.
200913$944,787$752,602$250,867iApproximate average salary by contribution assumption: employee only about $6,271,683 at 4% or $4,181,122 at 6%; with 50% employer match about $4,181,122 at 4% or $2,787,415 at 6%; with 100% employer match about $3,135,842 at 4% or $2,090,561 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-3$944,787$752,602$250,867iApproximate average salary by contribution assumption: employee only about $6,271,683 at 4% or $4,181,122 at 6%; with 50% employer match about $4,181,122 at 4% or $2,787,415 at 6%; with 100% employer match about $3,135,842 at 4% or $2,090,561 at 6%.
200813$53,107$42,640$14,213iApproximate average salary by contribution assumption: employee only about $355,333 at 4% or $236,889 at 6%; with 50% employer match about $236,889 at 4% or $157,926 at 6%; with 100% employer match about $177,667 at 4% or $118,444 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-3$53,107$42,640$14,213iApproximate average salary by contribution assumption: employee only about $355,333 at 4% or $236,889 at 6%; with 50% employer match about $236,889 at 4% or $157,926 at 6%; with 100% employer match about $177,667 at 4% or $118,444 at 6%.
200714$52,025$52,548$13,137iApproximate average salary by contribution assumption: employee only about $328,425 at 4% or $218,950 at 6%; with 50% employer match about $218,950 at 4% or $145,967 at 6%; with 100% employer match about $164,213 at 4% or $109,475 at 6%.
Lindley Financial 401K Safe Harbor Retirement Plan-4$52,025$52,548$13,137iApproximate average salary by contribution assumption: employee only about $328,425 at 4% or $218,950 at 6%; with 50% employer match about $218,950 at 4% or $145,967 at 6%; with 100% employer match about $164,213 at 4% or $109,475 at 6%.