Civic Intelligence

Lloyd Jones LLC

Plan context: LLOYD JONES LLC 401(K) PLAN

EIN 02-0589146 • Miami, FL • 9 filings • 7 plans

1001 Brickell Bay DriveSuite 1504Miami, FL 33131
Current Snapshot

Latest Year

2024

2024 Participants

804

2024 Assets

$1,138,458

2024 Contributions

$1,148,518

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,138,458$569,229$02023YearValue
$1,138,458Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

8044020201520202023YearValue
804Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Lloyd Jones LLC Health and Welfare-0---
20232804$1,138,458$1,148,518$1,429iApproximate average salary by contribution assumption: employee only about $35,713 at 4% or $23,808 at 6%; with 50% employer match about $23,808 at 4% or $15,872 at 6%; with 100% employer match about $17,856 at 4% or $11,904 at 6%.
LLOYD JONES LLC 401(K) PLAN-85$1,138,458$1,148,518$13,512iApproximate average salary by contribution assumption: employee only about $337,799 at 4% or $225,200 at 6%; with 50% employer match about $225,200 at 4% or $150,133 at 6%; with 100% employer match about $168,900 at 4% or $112,600 at 6%.
Lloyd Jones LLC Health and Welfare-804---
20221666$0$0-
Lloyd Jones LLC Health and Welfare-666---
20211379$0$0-
Lloyd Jones LLC Health and Welfare-379---
20201145$0$0-
Lloyd Jones LLC Health and Welfare-145---
2019198$0$0-
Lloyd Jones LLC Health and Welfare-98---
20171176$0$0-
Lloyd Jones LLC Health and Welfare-176---
20151121$0$0-
Lloyd Jones LLC Health and Welfare-121---