Lloyd Pest Control Company Profit Sharing Plan — Form 5500 plan (Lloyd Pest Control Company)
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 Pest Control Company Profit Sharing Plan is a benefit plan reported by Lloyd Pest Control Company under EIN 95-1896185 and plan number 002. The latest loaded filing year is 2023. The filing reports 354 participants and $14,684,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lloyd Pest Control Company
- EIN
- 95-1896185
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $14,684,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20241008144328NAL0009792435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,684,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,684,756
- Net assets (BOY)
- $12,723,993
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $2,634,552
Expenses & distributions
- Benefits paid
- $596,396
- Administrative expenses
- $77,393
- Total expenses
- $673,789
- Net increase / (decrease)
- $1,960,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Corient Private Wealth, LLC | NONE | $26,424 | not reported in the loaded dataset | 2023 |
| Us Bank Institutional Trust & Cust | TRUSTEE | $9,347 | not reported in the loaded dataset | 2023 |
| Alphacore Capital LLC | NONE | $8,276 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lloyd Pest Control Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Corient Private Wealth, LLC — Schedule C compensation
- Us Bank Institutional Trust & Cust — Schedule C compensation
- Alphacore Capital LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation