Horan Lloyd 401(K) Plan — Form 5500 plan (Horan Lloyd A Professional Corporation)
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, Horan Lloyd 401(K) Plan is a benefit plan reported by Horan Lloyd A Professional Corporation under EIN 94-2223965 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $6,544,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horan Lloyd A Professional Corporation
- EIN
- 94-2223965
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, CA
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $6,544,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20240827163237NAL0011173761001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,544,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,544,190
- Net assets (BOY)
- $5,945,462
Income & contributions
- Employer contributions
- $10,563
- Participant contributions
- $82,400
- Total income / additions
- $788,016
Expenses & distributions
- Benefits paid
- $181,859
- Administrative expenses
- $7,429
- Total expenses
- $189,288
- Net increase / (decrease)
- $598,728
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.