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, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lloyd, Inc. under EIN 42-0837233 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $9,871,697 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,871,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,871,697
- Net assets (BOY)
- $7,900,986
Income & contributions
- Employer contributions
- $230,336
- Participant contributions
- $534,406
- Total contributions
- $764,742
- Total income / additions
- $2,433,402
Expenses & distributions
- Benefits paid
- $426,883
- Administrative expenses
- $35,808
- Total expenses
- $462,691
- Net increase / (decrease)
- $1,970,711