How big is Lloyd NAES CPA CFP LLC's plan?

Lloyd NAES CPA CFP LLC's plan reported $38K in assets and 1 participants for 2024.

Original filing (PDF)20250731150020NAL0007293504010

Lloyd NAES CPA CFP LLC

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

Form 5500-SF

FILING_RECEIVED

Lloyd NAES CPA CFP Profit Sharing Plan

Defined-contribution retirement plan · Lloyd NAES CPA CFP LLC's Lloyd NAES CPA CFP Profit Sharing Plan held $38K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

Plan identifiers

Lloyd NAES CPA CFP LLC's EIN is 43-1470615.

EIN 43-1470615

Plan number 002

Plan year 2024

ACK ID 20250731150020NAL0007293504010

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lloyd NAES CPA CFP LLC's plan includes profit-sharing.

Decision-maker contacts

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

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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