Martha Lloyd School, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Martha Lloyd School, Inc. (EIN 24-0798830) is a plan sponsor located in Troy, PA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
24-0798830
Location
Troy, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,374,998
Total reported liabilities (EOY)
$167,541
Total reported net assets (EOY)
$5,207,457

Contributions & income

Employer contributions
$2,380,680
Participant contributions
$709,134
Total income / additions
$3,597,185

Expenses & distributions

Benefits paid / distributions
$1,724,408
Total expenses
$2,529,788
Net increase / (decrease)
$1,067,397

Coverage

Total reported participants
760
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Martha Lloyd School, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Martha Lloyd Community Services Retirement Savings Plan001420$4,255,7472023
Martha Lloyd School, Inc. Welfare Benefits Plan501138$1,119,2512023
Martha Lloyd School, Inc. Group Insurance Plan502202not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Martha Lloyd School, Inc.
YearPlanParticipantsSchedulesFiling
2023Martha Lloyd School, Inc. Group Insurance Plan20220240724064531NAL0021150048001
2023Martha Lloyd School, Inc. Welfare Benefits Plan138H, C20240812120620NAL0016426656001
2023Martha Lloyd Community Services Retirement Savings Plan420H, C20241010104731NAL0019939153001

Related Form 5500 pages