2023 Form 5500 filing — Martha Lloyd Community Services Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010104731NAL0019939153001) for Martha Lloyd Community Services Retirement Savings Plan, reported by Martha Lloyd School, Inc. under EIN 24-0798830 and plan number 001. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104731NAL0019939153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martha Lloyd School, Inc.
- EIN
- 24-0798830
- Plan number
- 001
- Location
- Troy, PA
- Participants
- 420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,255,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,255,747
- Employer contributions
- $173,972
- Participant contributions
- $337,164
- Total income / additions
- $1,014,896
- Benefits paid
- $358,819
- Administrative expenses
- $14,046
- Total expenses
- $372,865
- Net increase / (decrease)
- $642,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $14,046 | not reported in the loaded dataset |