How big is ED Lloyd & Associates, PLLC's plan?

ED Lloyd & Associates, PLLC's plan reported $382K in assets and 4 participants for 2024.

Original filing (PDF)20250418154340NAL0005525618001

ED Lloyd & Associates, PLLC

Name: ED Lloyd & Associates, PLLC — Form 5500 (2024)
Creator: ED Lloyd & Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · ED Lloyd & Associates, PLLC held $382K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

People on this filing

ED Lloyd signed ED Lloyd & Associates, PLLC's 2024 Form 5500 as plan administrator.

ED 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

ED Lloyd & Associates, PLLC's EIN is 56-2059796.

EIN 56-2059796

Plan number 001

Plan year 2024

ACK ID 20250418154340NAL0005525618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ED Lloyd & Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ED Lloyd & Associates, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (87th percentile).

Plan sponsor

Name

ED LLOYD & ASSOCIATES, PLLC

EIN

all filings

Address

103 WAXHAW PROFESSIONAL PARK DR · STE A · WAXHAW, NC · 28173

Phone

—

Industry

CPA Offices· Professional & Technical Services

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

2025-04-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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