How big is Benjamin A. Lloyd DDS PC's plan?

Benjamin A. Lloyd DDS PC's plan reported $980K in assets and 13 participants for 2024.

Original filing (PDF)20250708121949NAL0006364400001

Benjamin A. Lloyd DDS PC

Name: Benjamin A. Lloyd DDS PC — Form 5500 (2024)
Creator: Benjamin A. Lloyd DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Benjamin A. Lloyd DDS PC held $980K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$980K

Net assets (EOY)

$980K

Plan identifiers

Benjamin A. Lloyd DDS PC's EIN is 45-2896582.

EIN 45-2896582

Plan number 001

Plan year 2024

ACK ID 20250708121949NAL0006364400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benjamin A. Lloyd DDS PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENJAMIN A. LLOYD DDS 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 (86th percentile).

Plan sponsor

Name

BENJAMIN A. LLOYD DDS PC

EIN

all filings

Address

2208 E. 52ND ST. · DAVENPORT, IA · 52807

Phone

(563) 355-6492

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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