How big is Lloyd NAES' plan?

Lloyd NAES' plan reported $427K in assets and 1 participants for 2024.

Original filing (PDF)20250717163132NAL0000350147001

Lloyd NAES

Name: Lloyd NAES — Lloyd NAES CPA CFP, Form 5500 (2024)
Creator: Lloyd NAES
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lloyd NAES CPA CFP

Small employee benefit plan (5500-SF) · Lloyd NAES' Lloyd NAES CPA CFP held $427K in plan assets for 1 participants in 2024.

Signals · 2

Late filing · 32.0 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

People on this filing

Lloyd NAES signed Lloyd NAES' 2024 Form 5500 as plan administrator.

Lloyd NAES — 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

Lloyd NAES' EIN is 43-1470615.

EIN 43-1470615

Plan number 001

Plan year 2024

ACK ID 20250717163132NAL0000350147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lloyd NAES from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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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).

Plan sponsor

Name

LLOYD NAES

DBA

LLOYD NAES CPA LLC

EIN

all filings

Address

7144 STANFORD AVE · SAINT LOUIS, MO · 631302335

Phone

—

Industry

Finance & Insurance

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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