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LEADING RETIREMENT SOLUTIONS, LLC

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Company Details

Legal Name: LEADING RETIREMENT SOLUTIONS, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: March 12th 2011
Expiration date: 31 Mar 2026
UBI Number: 603 094 371
ZIP code: 98102
City: Seattle
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 2226 EASTLAKE AVE E, SUITE A, SEATTLE, WA, 98102-3419, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 2226 EASTLAKE AVE E, PMB 88, SEATTLE, WA, 98102-3419, UNITED STATES

Contact Details

E-Mail: AP@LEADINGRETIREMENT.COM
Phone Number: +1 800-974-2814

Nature of Business

Other Services, THIRD PARTY ADMINISTRATION

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Registered Agent Information

Name Role Address
KIRSTEN CURRY Registered Agent 2226 EASTLAKE AVE E, SUITE A, SEATTLE, WA, 98102-3419, UNITED STATES

Key Officers & Management

Name Role
KIRSTEN CURRY Governing Person

Unique Entity ID

Unique Entity ID:
H6NKF5MKAML8
CAGE Code:
7UE56
UEI Expiration Date:
2025-11-18

Business Information

Activation Date:
2024-11-20
Initial Registration Date:
2017-02-28

Commercial and government entity program

CAGE number:
7UE56
Status:
Obsolete
Type:
Non-Manufacturer
CAGE Update Date:
2024-11-20
SAM Expiration:
2025-11-18
CAGE Link:
View company profile on CAGE website

Contact Information

POC:
JESSICA HATFIELD

Form 5500 Series

Employer Identification Number (EIN):
451200308
Plan Year:
2023
Number Of Participants:
30
Plan Name:
401(K)
Sponsor's telephone number:
2064305084
File:
View File
Plan Administrator / Signatory:
KIRSTEN CURRY(Plan administrator)
Plan Year:
2022
Number Of Participants:
25
Plan Name:
401(K)
Sponsor's telephone number:
2064305084
File:
View File
Plan Administrator / Signatory:
KIRSTEN CURRY(Plan administrator)
Plan Year:
2021
Number Of Participants:
19
Plan Name:
401(K)
Sponsor's telephone number:
2064305084
File:
View File
Plan Administrator / Signatory:
KIRSTEN CURRY(Plan administrator)
Plan Year:
2020
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
2064305084
File:
View File
Plan Administrator / Signatory:
KIRSTEN CURRY(Plan administrator)
Plan Year:
2019
Number Of Participants:
18
Plan Name:
401(K)
Sponsor's telephone number:
2064305084
File:
View File
Plan Administrator / Signatory:
KIRSTEN CURRY(Plan administrator)

Paycheck Protection Program

Jobs Reported:
19
Initial Approval Amount:
$214,150
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$214,150
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$216,889.95
Servicing Lender:
KeyBank National Association
Use of Proceeds:
Payroll: $214,150

Trademarks

Serial Number:
99070765
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-06
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial administration of retirement plans
First Use:
2020-05-02
International Classes:
036 - Primary Class
Class Status:
Active
For:
Administration of employee benefit plans concerning defined contribution and defined benefit plans, and recordkeeping for same.
First Use:
2020-05-02
International Classes:
035 - Primary Class
Class Status:
Active
For:
Regulatory compliance consulting in the field of retirement plan administration
First Use:
2020-05-02
International Classes:
045 - Primary Class
Class Status:
Active
Serial Number:
99061264
Mark:
LEADING RETIREMENT SOLUTIONS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-02-28
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LEADING RETIREMENT SOLUTIONS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial administration of retirement plans
International Classes:
036 - Primary Class
Class Status:
Active
For:
Administration of employee benefit plans concerning defined contribution and defined benefit plans, and recordkeeping for same
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
99061165
Mark:
LRS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-02-28
Mark Literal Elements:
LRS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial administration of retirement plans
First Use:
2014-06-23
International Classes:
036 - Primary Class
Class Status:
Active
For:
Administration of employee benefit plans concerning defined contribution and defined benefit plans, and recordkeeping of same
First Use:
2014-06-23
International Classes:
035 - Primary Class
Class Status:
Active
For:
Regulatory compliance consulting in the field of retirement plan administration
First Use:
2014-06-23
International Classes:
045 - Primary Class
Class Status:
Active
Serial Number:
88372638
Mark:
LEADING CANNABIS 401(K)
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2019-04-05
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
LEADING CANNABIS 401(K)
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial administration of retirement plans; individual retirement account services
First Use:
2020-02-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Regulatory compliance consulting in the field of retirement plan administration
First Use:
2020-02-20
International Classes:
045 - Primary Class
Class Status:
ACTIVE
Serial Number:
88029408
Mark:
LEADING RETIREMENT SOLUTIONS
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowl...
Mark Type:
Service Mark
Application Filing Date:
2018-07-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
LEADING RETIREMENT SOLUTIONS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Regulatory compliance consulting in the field of retirement plan administration
First Use:
2011-03-12
International Classes:
045 - Primary Class
Class Status:
ACTIVE

Related by address

2226 EASTLAKE AVE E, SUITE A, SEATTLE, WA, 98102-3419, UNITED STATES

LEADING PLAN SOLUTIONS, INC.
WA PROFIT CORPORATION - Active

2226 EASTLAKE AVE E, PMB 88, SEATTLE, WA, 98102-3419, UNITED STATES

LEADING PLAN SOLUTIONS, INC.
WA PROFIT CORPORATION - Active
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