2023 Form 5500 filing — Lloyd & Mcdaniel 401(K) Profit Sharing 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 20240729155310NAL0030187408001) for Lloyd & Mcdaniel 401(K) Profit Sharing Plan, reported by Lloyd & Mcdaniel Pllc under EIN 61-0861142 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729155310NAL0030187408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lloyd & Mcdaniel Pllc
- EIN
- 61-0861142
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,551,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,551,273
- Employer contributions
- $257,815
- Participant contributions
- $488,318
- Total income / additions
- $2,296,004
- Benefits paid
- $662,277
- Administrative expenses
- $74,985
- Total expenses
- $737,262
- Net increase / (decrease)
- $1,558,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Serivces | NONE | $37,777 | $0 |
| Pinnacle Bank | NONE | $29,897 | not reported in the loaded dataset |
| Pronvest | NONE | $6,476 | not reported in the loaded dataset |