Plain-English plan 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 Community Services Retirement Savings Plan is a benefit plan reported by Martha Lloyd School, Inc. under EIN 24-0798830 and plan number 001. The latest loaded filing year is 2023. The filing reports 420 participants and $4,255,747 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,255,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,255,747
- Net assets (BOY)
- $3,613,716
Income & contributions
- Employer contributions
- $173,972
- Participant contributions
- $337,164
- Total contributions
- $511,136
- Total income / additions
- $1,014,896
Expenses & distributions
- Benefits paid
- $358,819
- Administrative expenses
- $14,046
- Total expenses
- $372,865
- Net increase / (decrease)
- $642,031