How big is Anna M. Lloyd, CPA, PC's plan?

Anna M. Lloyd, CPA, PC's plan reported $877K in assets and 1 participants for 2025.

Original filing (PDF)20260222084110NAL0000107888001

Anna M. Lloyd, CPA, PC

Name: Anna M. Lloyd, CPA, PC — AML CPA and L&L Tool 401(k), Form 5500 (2025)
Creator: Anna M. Lloyd, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AML CPA and L&L Tool 401(k) Plan

401(k) retirement plan · Anna M. Lloyd, CPA, PC's AML CPA and L&L Tool 401(k) Plan held $877K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$877K

Net assets (EOY)

$877K

People on this filing

Anna Lloyd signed Anna M. Lloyd, CPA, PC's 2025 Form 5500 as plan administrator.

Anna Lloyd — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anna M. Lloyd, CPA, PC's EIN is 27-0244500.

EIN 27-0244500

Plan number 001

Plan year 2025

ACK ID 20260222084110NAL0000107888001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Anna M. Lloyd, CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Anna M. Lloyd, CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNA M. LLOYD, CPA, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ANNA M. LLOYD, CPA, PC

EIN

all filings

Address

P.O. BOX 1696 · KILL DEVIL HILLS, NC · 27948

Phone

(757) 223-9050

Industry

CPA Offices· Professional & Technical Services

Plan administrator