401k Plan data: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN plan

LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN
Plan identification number	001

LLOYD ROOFING CO INC 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.
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 ROOFING CO INC has sponsored the creation of one or more 401k plans.

Company Name: LLOYD ROOFING CO INC

Employer identification number (EIN): 570370176

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LLOYD ROOFING CO INC 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 CHARLES E. LLOYD, III 2023-06-08
001 2021-01-01 CHARLES E. LLOYD, III 2022-10-14
001 2020-01-01 CHARLES E. LLOYD, III 2021-09-27
001 2019-01-01 CHARLES E. LLOYD, III 2020-08-25
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 CHARLES E LLOYD, III
001 2014-01-01 CHARLES E LLOYD, III
001 2013-01-01
001 2012-04-01 CHARLES E LLOYD III
001 2009-04-01 CHARLES E LLOYD III CHARLES E LLOYD III 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHARLES E. LLOYD, III	2023-06-08
001	2021-01-01	CHARLES E. LLOYD, III	2022-10-14
001	2020-01-01	CHARLES E. LLOYD, III	2021-09-27
001	2019-01-01	CHARLES E. LLOYD, III	2020-08-25
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	CHARLES E LLOYD, III
001	2014-01-01	CHARLES E LLOYD, III
001	2013-01-01
001	2012-04-01	CHARLES E LLOYD III
001	2009-04-01	CHARLES E LLOYD III		CHARLES E LLOYD III	2010-10-05

Plan Statistics for LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 63
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 94
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 62
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 95
Number of participants with account balances 2014-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 58
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 92
Number of participants with account balances 2013-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 66
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 33
Total of all active and inactive participants 2012-04-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 1
Total participants 2012-04-01 100
Number of participants with account balances 2012-04-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 2
2009: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 66
Number of other retired or separated participants entitled to future benefits 2009-04-01 31
Total of all active and inactive participants 2009-04-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 2
Total participants 2009-04-01 99
Number of participants with account balances 2009-04-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 2

Measure	Date	Value
2015: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	63
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	94
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	62
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	95
Number of participants with account balances	2014-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	58
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	92
Number of participants with account balances	2013-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	66
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	33
Total of all active and inactive participants	2012-04-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	1
Total participants	2012-04-01	100
Number of participants with account balances	2012-04-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	2
2009: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	66
Number of other retired or separated participants entitled to future benefits	2009-04-01	31
Total of all active and inactive participants	2009-04-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	2
Total participants	2009-04-01	99
Number of participants with account balances	2009-04-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	2

Financial Data on LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$6,426
Total plan liabilities at beginning of year	2015-12-31	$7,021
Total income from all sources	2015-12-31	$158,834
Expenses. Total of all expenses incurred	2015-12-31	$488,060
Benefits paid (including direct rollovers)	2015-12-31	$448,174
Total plan assets at end of year	2015-12-31	$3,356,946
Total plan assets at beginning of year	2015-12-31	$3,686,767
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$23,746
Expenses. Other expenses not covered elsewhere	2015-12-31	$39,886
Other income received	2015-12-31	$-54,217
Net income (gross income less expenses)	2015-12-31	$-329,226
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,350,520
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,679,746
Assets. Value of real-estate (other than employer real property)	2015-12-31	$155,000
Total contributions received or receivable from employer(s)	2015-12-31	$189,305
2014 : LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$7,021
Total plan liabilities at beginning of year	2014-12-31	$4,067
Total income from all sources	2014-12-31	$340,211
Expenses. Total of all expenses incurred	2014-12-31	$227,738
Benefits paid (including direct rollovers)	2014-12-31	$203,611
Total plan assets at end of year	2014-12-31	$3,686,767
Total plan assets at beginning of year	2014-12-31	$3,571,340
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$960
Expenses. Other expenses not covered elsewhere	2014-12-31	$24,127
Other income received	2014-12-31	$189,251
Net income (gross income less expenses)	2014-12-31	$112,473
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,679,746
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,567,273
Assets. Value of real-estate (other than employer real property)	2014-12-31	$155,000
Total contributions received or receivable from employer(s)	2014-12-31	$150,000
2013 : LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$4,067
Total plan liabilities at beginning of year	2013-12-31	$7,761
Total income from all sources	2013-12-31	$572,023
Expenses. Total of all expenses incurred	2013-12-31	$1,133,674
Benefits paid (including direct rollovers)	2013-12-31	$1,103,385
Total plan assets at end of year	2013-12-31	$3,571,340
Total plan assets at beginning of year	2013-12-31	$4,136,685
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$147,547
Expenses. Other expenses not covered elsewhere	2013-12-31	$30,289
Other income received	2013-12-31	$274,476
Net income (gross income less expenses)	2013-12-31	$-561,651
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,567,273
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,128,924
Assets. Value of real-estate (other than employer real property)	2013-12-31	$155,000
Total contributions received or receivable from employer(s)	2013-12-31	$150,000
2012 : LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$7,761
Total plan liabilities at beginning of year	2012-12-31	$9,293
Total income from all sources	2012-12-31	$275,781
Expenses. Total of all expenses incurred	2012-12-31	$1,393,594
Benefits paid (including direct rollovers)	2012-12-31	$1,364,330
Total plan assets at end of year	2012-12-31	$4,136,685
Total plan assets at beginning of year	2012-12-31	$5,256,030
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$32,065
Expenses. Other expenses not covered elsewhere	2012-12-31	$29,264
Other income received	2012-12-31	$93,716
Net income (gross income less expenses)	2012-12-31	$-1,117,813
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,128,924
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,246,737
Assets. Value of real-estate (other than employer real property)	2012-12-31	$250,000
Total contributions received or receivable from employer(s)	2012-12-31	$150,000
2011 : LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-03-31	$9,019
Total plan liabilities at beginning of year	2011-03-31	$57,974
Total income from all sources	2011-03-31	$800,421
Expenses. Total of all expenses incurred	2011-03-31	$189,616
Benefits paid (including direct rollovers)	2011-03-31	$151,341
Total plan assets at end of year	2011-03-31	$5,204,103
Total plan assets at beginning of year	2011-03-31	$4,642,253
Value of fidelity bond covering the plan	2011-03-31	$450,000
Total contributions received or receivable from participants	2011-03-31	$34,763
Other income received	2011-03-31	$505,658
Net income (gross income less expenses)	2011-03-31	$610,805
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$5,195,084
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$4,584,279
Assets. Value of real-estate (other than employer real property)	2011-03-31	$250,000
Total contributions received or receivable from employer(s)	2011-03-31	$260,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$38,275

Form 5500 Responses for LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN

2015: LLOYD ROOFING CO INC 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LLOYD ROOFING CO INC 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
2013: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2009: LLOYD ROOFING CO INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	This submission is the final filing	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LLOYD ROOFING CO INC
Employer identification number (EIN):	570370176
NAIC Classification:	238100