Original filing (PDF)20241213095524NAL0013541025001

Lloyd M. Baxter Financial

Name: Lloyd M. Baxter Financial — Lloyd M. Baxter, Form 5500 (2023)
Creator: Lloyd M. Baxter Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lloyd M. Baxter Financial 401(k) Plan

401(k) retirement plan · Lloyd M. Baxter Financial's Lloyd M. Baxter Financial 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Lloyd Baxter signed Lloyd M. Baxter Financial's 2023 Form 5500 as plan administrator.

Lloyd Baxter — 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 M. Baxter Financial's EIN is 80-0898670.

EIN 80-0898670

Plan number 001

Plan year 2023

ACK ID 20241213095524NAL0013541025001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lloyd M. Baxter Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lloyd M. Baxter Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score