Plan5500

Lloyd Companies 401(K) Plan And Trust — Form 5500 plan (Lloyd Companies, Inc.)

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, Lloyd Companies 401(K) Plan And Trust is a benefit plan reported by Lloyd Companies, Inc. under EIN 83-2634703 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $16,008,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lloyd Companies, Inc.
EIN
83-2634703
Plan number
001
Plan type
2
Location
Sioux Falls, SD
Latest filing year
2023
Participants
379
End-of-year plan assets
$16,008,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20240930100007NAL0005409649004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,008,777
Net assets (EOY)
$16,008,777
Net assets (BOY)
$11,198,008

Income & contributions

Employer contributions
$819,021
Participant contributions
$1,906,743
Total contributions
$3,363,282
Total income / additions
$5,454,791

Expenses & distributions

Benefits paid
$613,381
Administrative expenses
$30,641
Total expenses
$644,022
Net increase / (decrease)
$4,810,769

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Security National BankTRUSTEE$29,699not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$942not reported in the loaded dataset2023
Charles Schwab & Co IncCUSTODIAN$0$02023

Related Form 5500 pages