MICHAEL K. LLOYD, M.D. INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL K. LLOYD, M.D., INC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL K. LLOYD, M.D., INC RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-20 | 4385 |
| Net assets as of the end of the plan year | 2025-08-20 | 571620 |
| Total assets as of the beginning of the plan year | 2025-08-20 | 467424 |
| Value of plan covered by a fidelity bond | 2025-08-20 | 10000 |
| Participant contributions to plan in this plan year | 2025-08-20 | 59905 |
| Other income to plan in this plan year | 2025-08-20 | 48676 |
| Plan net income in this plan year | 2025-08-20 | 104196 |
| Net assets as of the end of the plan year | 2025-08-20 | 571620 |
| Net assets as of the beginning of the plan year | 2025-08-20 | 467424 |
| Fees paid to broker by Benefit Provider | 2025-08-20 | 1434 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-20 | 4385 |
| 2024 : MICHAEL K. LLOYD, M.D., INC RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-09-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-25 | 11767 |
| Net assets as of the end of the plan year | 2024-09-25 | 467424 |
| Total assets as of the beginning of the plan year | 2024-09-25 | 370774 |
| Value of plan covered by a fidelity bond | 2024-09-25 | 10000 |
| Participant contributions to plan in this plan year | 2024-09-25 | 56797 |
| Other income to plan in this plan year | 2024-09-25 | 51620 |
| Plan net income in this plan year | 2024-09-25 | 96650 |
| Net assets as of the end of the plan year | 2024-09-25 | 467424 |
| Net assets as of the beginning of the plan year | 2024-09-25 | 370774 |
| Fees paid to broker by Benefit Provider | 2024-09-25 | 2062 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-25 | 1580 |
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