2023 Form 5500 filing — Lloyd Pest Control Company 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 20241008144328NAL0009792435001) for Lloyd Pest Control Company Profit Sharing Plan, reported by Lloyd Pest Control Company under EIN 95-1896185 and plan number 002. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144328NAL0009792435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lloyd Pest Control Company
- EIN
- 95-1896185
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,684,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,684,756
- Employer contributions
- $1,000,000
- Total income / additions
- $2,634,552
- Benefits paid
- $596,396
- Administrative expenses
- $77,393
- Total expenses
- $673,789
- Net increase / (decrease)
- $1,960,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Corient Private Wealth, LLC | NONE | $26,424 | not reported in the loaded dataset |
| Us Bank Institutional Trust & Cust | TRUSTEE | $9,347 | not reported in the loaded dataset |
| Alphacore Capital LLC | NONE | $8,276 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,051 | not reported in the loaded dataset |