Original filing (PDF)20250717163132NAL0000350147001

LLOYD NAES

Name: LLOYD NAES — LLOYD NAES CPA CFP, Form 5500 (2024)
Creator: LLOYD NAES

Form 5500-SF

FILING_RECEIVED

LLOYD NAES CPA CFP

Small employee benefit plan (5500-SF)

Signals · 2

Late filing · 32.0 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

Plan health score

Above-average plan

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 55% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

n/a

Knocking points off

Filed 32.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LLOYD NAES

DBA

LLOYD NAES CPA LLC

EIN

43-1470615all filings

Address

7144 STANFORD AVE · SAINT LOUIS, MO · 631302335

Phone

—

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-07-17

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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