Lloyd & Mcdaniel 401(K) Profit Sharing Plan — Form 5500 plan (Lloyd & Mcdaniel Pllc)
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 & Mcdaniel 401(K) Profit Sharing Plan is a benefit plan reported by Lloyd & Mcdaniel Pllc under EIN 61-0861142 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $9,551,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lloyd & Mcdaniel Pllc
- EIN
- 61-0861142
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $9,551,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20240729155310NAL0030187408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,551,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,551,273
- Net assets (BOY)
- $7,992,531
Income & contributions
- Employer contributions
- $257,815
- Participant contributions
- $488,318
- Total contributions
- $746,133
- Total income / additions
- $2,296,004
Expenses & distributions
- Benefits paid
- $662,277
- Administrative expenses
- $74,985
- Total expenses
- $737,262
- Net increase / (decrease)
- $1,558,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Serivces | NONE | $37,777 | $0 | 2023 |
| Pinnacle Bank | NONE | $29,897 | not reported in the loaded dataset | 2023 |
| Pronvest | NONE | $6,476 | not reported in the loaded dataset | 2023 |