2023 Form 5500 filing — Lloyd Companies 401(K) Plan And Trust
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 20240930100007NAL0005409649004) for Lloyd Companies 401(K) Plan And Trust, reported by Lloyd Companies, Inc. under EIN 83-2634703 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930100007NAL0005409649004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lloyd Companies, Inc.
- EIN
- 83-2634703
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,008,777
- Net assets (EOY)
- $16,008,777
- Employer contributions
- $819,021
- Participant contributions
- $1,906,743
- Total income / additions
- $5,454,791
- Benefits paid
- $613,381
- Administrative expenses
- $30,641
- Total expenses
- $644,022
- Net increase / (decrease)
- $4,810,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $29,699 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $942 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 |