Martha Lloyd Community Services Retirement Savings Plan — Form 5500 plan (Martha Lloyd School, Inc.)

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, Martha Lloyd Community Services Retirement Savings Plan is a benefit plan reported by Martha Lloyd School, Inc. under EIN 24-0798830 and plan number 001. The latest loaded filing year is 2023. The filing reports 420 participants and $4,255,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martha Lloyd School, Inc.
EIN
24-0798830
Plan number
001
Plan type
2
Location
Troy, PA
Latest filing year
2023
Participants
420
End-of-year plan assets
$4,255,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023420H, C20241010104731NAL0019939153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,255,747
Total liabilities (EOY)
$0
Net assets (EOY)
$4,255,747
Net assets (BOY)
$3,613,716

Income & contributions

Employer contributions
$173,972
Participant contributions
$337,164
Total contributions
$511,136
Total income / additions
$1,014,896

Expenses & distributions

Benefits paid
$358,819
Administrative expenses
$14,046
Total expenses
$372,865
Net increase / (decrease)
$642,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services LLCRECORDKEEPER$14,046not reported in the loaded dataset2023

Related Form 5500 pages