Lloyd NAES CPA CFP LLC (EIN 43-1470615) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $1.0M in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Lloyd NAES CPA CFP Cash Balance Plan | 003 | 1 | $567K |
| Lloyd NAES CPA CFP | 001 | 1 | $427K |
| Lloyd NAES CPA CFP Profit Sharing Plan | 002 | 1 | $38K |
43-1470615 is the Employer Identification Number (EIN) Lloyd NAES CPA CFP LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Missouri EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
