401k Plan data: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN plan

LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LLOYD & HOGAN, PC has sponsored the creation of one or more 401k plans.

Company Name: LLOYD & HOGAN, PC

Employer identification number (EIN): 203350726

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ALEXIS LLOYD
001 2017-01-01 ALEXIS LLOYD
001 2016-01-01 ALEXIS LLOYD
001 2015-01-01 ALEXIS LLOYD
001 2014-01-01 ALEXIS LLOYD
001 2013-01-01 ALEXIS LLOYD 2014-09-09
001 2012-01-01 WILLIAM B LLOYD 2013-07-16
001 2011-01-01 WILLIAM LLOYD 2012-10-09
001 2010-01-01 WILLIAM LLOYD 2011-03-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ALEXIS LLOYD
001	2017-01-01	ALEXIS LLOYD
001	2016-01-01	ALEXIS LLOYD
001	2015-01-01	ALEXIS LLOYD
001	2014-01-01	ALEXIS LLOYD
001	2013-01-01	ALEXIS LLOYD	2014-09-09
001	2012-01-01	WILLIAM B LLOYD	2013-07-16
001	2011-01-01	WILLIAM LLOYD	2012-10-09
001	2010-01-01	WILLIAM LLOYD	2011-03-17

Plan Statistics for LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 13
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
2021: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 13
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
2020: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 12
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
2018: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
2017: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 8
2016: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
2014: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	13
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
2021: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	13
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
2020: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	12
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
2018: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
2017: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	8
2016: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
2014: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-116,062
Expenses. Total of all expenses incurred	2022-12-31	$105,147
Benefits paid (including direct rollovers)	2022-12-31	$105,025
Total plan assets at end of year	2022-12-31	$550,388
Total plan assets at beginning of year	2022-12-31	$771,597
Value of fidelity bond covering the plan	2022-12-31	$72,000
Total contributions received or receivable from participants	2022-12-31	$6,282
Other income received	2022-12-31	$-125,771
Net income (gross income less expenses)	2022-12-31	$-221,209
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$550,388
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$771,597
Total contributions received or receivable from employer(s)	2022-12-31	$3,427
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$122
2021 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$115,721
Expenses. Total of all expenses incurred	2021-12-31	$59,445
Benefits paid (including direct rollovers)	2021-12-31	$59,330
Total plan assets at end of year	2021-12-31	$771,597
Total plan assets at beginning of year	2021-12-31	$715,321
Value of fidelity bond covering the plan	2021-12-31	$72,000
Total contributions received or receivable from participants	2021-12-31	$10,502
Other income received	2021-12-31	$97,418
Net income (gross income less expenses)	2021-12-31	$56,276
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$771,597
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$715,321
Total contributions received or receivable from employer(s)	2021-12-31	$7,801
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$115
2020 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$140,860
Expenses. Total of all expenses incurred	2020-12-31	$134,062
Benefits paid (including direct rollovers)	2020-12-31	$133,892
Total plan assets at end of year	2020-12-31	$715,321
Total plan assets at beginning of year	2020-12-31	$708,523
Value of fidelity bond covering the plan	2020-12-31	$71,000
Total contributions received or receivable from participants	2020-12-31	$15,560
Other income received	2020-12-31	$109,357
Net income (gross income less expenses)	2020-12-31	$6,798
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$715,321
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$708,523
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$15,943
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$170
2019 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$163,916
Expenses. Total of all expenses incurred	2019-12-31	$14,499
Benefits paid (including direct rollovers)	2019-12-31	$14,341
Total plan assets at end of year	2019-12-31	$708,523
Total plan assets at beginning of year	2019-12-31	$559,106
Value of fidelity bond covering the plan	2019-12-31	$56,000
Total contributions received or receivable from participants	2019-12-31	$25,201
Other income received	2019-12-31	$124,160
Net income (gross income less expenses)	2019-12-31	$149,417
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$708,523
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$559,106
Assets. Value of participant loans	2019-12-31	$24,413
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$16,551
Total contributions received or receivable from employer(s)	2019-12-31	$14,555
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$158
2018 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$38,022
Expenses. Total of all expenses incurred	2018-12-31	$14,695
Benefits paid (including direct rollovers)	2018-12-31	$14,614
Total plan assets at end of year	2018-12-31	$559,106
Total plan assets at beginning of year	2018-12-31	$535,779
Value of fidelity bond covering the plan	2018-12-31	$54,000
Total contributions received or receivable from participants	2018-12-31	$48,521
Other income received	2018-12-31	$-34,257
Net income (gross income less expenses)	2018-12-31	$23,327
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$559,106
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$535,779
Assets. Value of participant loans	2018-12-31	$26,373
Total contributions received or receivable from employer(s)	2018-12-31	$23,758
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$81
2017 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$105,065
Expenses. Total of all expenses incurred	2017-12-31	$13,651
Benefits paid (including direct rollovers)	2017-12-31	$13,649
Total plan assets at end of year	2017-12-31	$535,779
Total plan assets at beginning of year	2017-12-31	$444,365
Value of fidelity bond covering the plan	2017-12-31	$45,000
Total contributions received or receivable from participants	2017-12-31	$17,608
Other income received	2017-12-31	$73,293
Net income (gross income less expenses)	2017-12-31	$91,414
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$535,779
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$444,365
Assets. Value of participant loans	2017-12-31	$33,346
Total contributions received or receivable from employer(s)	2017-12-31	$14,164
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2
2016 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$73,509
Expenses. Total of all expenses incurred	2016-12-31	$13,547
Benefits paid (including direct rollovers)	2016-12-31	$13,541
Total plan assets at end of year	2016-12-31	$444,365
Total plan assets at beginning of year	2016-12-31	$384,403
Value of fidelity bond covering the plan	2016-12-31	$39,000
Total contributions received or receivable from participants	2016-12-31	$38,567
Other income received	2016-12-31	$22,566
Net income (gross income less expenses)	2016-12-31	$59,962
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$444,365
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$384,403
Total contributions received or receivable from employer(s)	2016-12-31	$12,376
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6
2015 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$36,065
Expenses. Total of all expenses incurred	2015-12-31	$10,188
Benefits paid (including direct rollovers)	2015-12-31	$10,186
Total plan assets at end of year	2015-12-31	$384,403
Total plan assets at beginning of year	2015-12-31	$358,526
Value of fidelity bond covering the plan	2015-12-31	$39,000
Total contributions received or receivable from participants	2015-12-31	$26,457
Other income received	2015-12-31	$-1,829
Net income (gross income less expenses)	2015-12-31	$25,877
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$384,403
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$358,526
Total contributions received or receivable from employer(s)	2015-12-31	$11,437
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2
2014 : LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$82,122
Expenses. Total of all expenses incurred	2014-12-31	$380
Total plan assets at end of year	2014-12-31	$358,526
Total plan assets at beginning of year	2014-12-31	$276,784
Value of fidelity bond covering the plan	2014-12-31	$36,000
Total contributions received or receivable from participants	2014-12-31	$37,347
Other income received	2014-12-31	$26,819
Net income (gross income less expenses)	2014-12-31	$81,742
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$358,526
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$276,784
Total contributions received or receivable from employer(s)	2014-12-31	$17,956
Value of corrective distributions	2014-12-31	$380

Form 5500 Responses for LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN

2022: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LLOYD & HOGAN, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

Policy instance

Insurance contract or identification number	13
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

Policy instance

Insurance contract or identification number	12
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

Policy instance

Insurance contract or identification number	10
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,058
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,058
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

Policy instance

Insurance contract or identification number	12
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,071
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,071
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

Policy instance

Insurance contract or identification number	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,691
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,691
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

Policy instance

Insurance contract or identification number	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,383
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,383
Insurance broker organization code?	3
Insurance broker name	JOSHUA RUDDER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

Policy instance

Insurance contract or identification number	8
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,345
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,345
Insurance broker organization code?	3
Insurance broker name	JOSHUA RUDDER

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Company Name:	LLOYD & HOGAN, PC
Employer identification number (EIN):	203350726
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers