Original filing (PDF)20231009052135NAL0035106256001

Frank Burton Lloyd, SOLE Proprietor Retirement Trust

Name: Frank Burton Lloyd, SOLE Proprietor Retirement Trust — Form 5500 Plan 001 (2022)
Creator: Frank Burton Lloyd, SOLE Proprietor Retirement Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frank Burton Lloyd, SOLE Proprietor 401-K Profit Sharing Plan

401(k) retirement plan · Frank Burton Lloyd, SOLE Proprietor Retirement Trust's Frank Burton Lloyd, SOLE Proprietor 401-K Profit Sharing Plan held $11K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan identifiers

Frank Burton Lloyd, SOLE Proprietor Retirement Trust's EIN is 94-2520027.

EIN 94-2520027

Plan number 001

Plan year 2022

ACK ID 20231009052135NAL0035106256001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Frank Burton Lloyd, SOLE Proprietor Retirement Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Frank Burton Lloyd, SOLE Proprietor Retirement Trust'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 FRANK BURTON LLOYD, SOLE PROPRIETOR RETIREMENT TRUST.

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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