Plan5500

Service Lloyds Insurance Company Profit Sharing And 401(K) Plan — Form 5500 plan (Service Lloyds Insurance Company)

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, Service Lloyds Insurance Company Profit Sharing And 401(K) Plan is a benefit plan reported by Service Lloyds Insurance Company under EIN 74-2227733 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $35,857,083 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.9MPlan net assets, end of year$35,857,083
Participants161Covered participants reported
Assets / participant$222.7KComputed: assets ÷ participants$222,715 (computed)
Provider compensation$75.3K2 Schedule C provider row(s)$75,292
Plan sponsor
Service Lloyds Insurance Company
EIN
74-2227733
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    161 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.9M total assets
Net assets$35.9MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$1.4M
Participant$855.4K
Full reported line items

Net assets

Total assets (EOY)
$35,857,083
Total liabilities (EOY)
$0
Net assets (EOY)
$35,857,083
Net assets (BOY)
$31,409,512

Income & contributions

Employer contributions
$1,361,124
Participant contributions
$855,369
Total contributions
$2,216,493
Total income / additions
$6,972,724

Expenses & distributions

Benefits paid
$2,449,861
Administrative expenses
$75,292
Total expenses
$2,525,153
Net increase / (decrease)
$4,447,571
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 61%Participant 39%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Prime Capital Investment Advisors$62.2K
    ADVISOR · Direct $62.2K
  2. 2
    Fidelity Investments Institutional$13.1K
    RECORDKEEPER · Direct $13.1K · Indirect $0

Related Form 5500 pages