Lloyd Management Inc.
Plan context: Lloyd Management Retirement Savings Plan
EIN 41-1841311 • Mankato, MN • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
196
2024 Assets
$2,918,584
2024 Contributions
$263,305
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 196 | $2,918,584 | $263,305 | $1,343iApproximate average salary by contribution assumption: employee only about $33,585 at 4% or $22,390 at 6%; with 50% employer match about $22,390 at 4% or $14,927 at 6%; with 100% employer match about $16,792 at 4% or $11,195 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 196 | $2,918,584 | $263,305 | $1,343iApproximate average salary by contribution assumption: employee only about $33,585 at 4% or $22,390 at 6%; with 50% employer match about $22,390 at 4% or $14,927 at 6%; with 100% employer match about $16,792 at 4% or $11,195 at 6%. |
| 2023 | 1 | 137 | $2,531,085 | $250,366 | $1,827iApproximate average salary by contribution assumption: employee only about $45,687 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,305 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 137 | $2,531,085 | $250,366 | $1,827iApproximate average salary by contribution assumption: employee only about $45,687 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,305 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%. |
| 2022 | 1 | 145 | $1,956,708 | $235,940 | $1,627iApproximate average salary by contribution assumption: employee only about $40,679 at 4% or $27,120 at 6%; with 50% employer match about $27,120 at 4% or $18,080 at 6%; with 100% employer match about $20,340 at 4% or $13,560 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 145 | $1,956,708 | $235,940 | $1,627iApproximate average salary by contribution assumption: employee only about $40,679 at 4% or $27,120 at 6%; with 50% employer match about $27,120 at 4% or $18,080 at 6%; with 100% employer match about $20,340 at 4% or $13,560 at 6%. |
| 2021 | 1 | 147 | $2,209,215 | $230,640 | $1,569iApproximate average salary by contribution assumption: employee only about $39,224 at 4% or $26,150 at 6%; with 50% employer match about $26,150 at 4% or $17,433 at 6%; with 100% employer match about $19,612 at 4% or $13,075 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 147 | $2,209,215 | $230,640 | $1,569iApproximate average salary by contribution assumption: employee only about $39,224 at 4% or $26,150 at 6%; with 50% employer match about $26,150 at 4% or $17,433 at 6%; with 100% employer match about $19,612 at 4% or $13,075 at 6%. |
| 2020 | 1 | 142 | $1,762,958 | $207,108 | $1,459iApproximate average salary by contribution assumption: employee only about $36,463 at 4% or $24,308 at 6%; with 50% employer match about $24,308 at 4% or $16,206 at 6%; with 100% employer match about $18,231 at 4% or $12,154 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 142 | $1,762,958 | $207,108 | $1,459iApproximate average salary by contribution assumption: employee only about $36,463 at 4% or $24,308 at 6%; with 50% employer match about $24,308 at 4% or $16,206 at 6%; with 100% employer match about $18,231 at 4% or $12,154 at 6%. |
| 2019 | 1 | 137 | $1,423,889 | $161,419 | $1,178iApproximate average salary by contribution assumption: employee only about $29,456 at 4% or $19,637 at 6%; with 50% employer match about $19,637 at 4% or $13,092 at 6%; with 100% employer match about $14,728 at 4% or $9,819 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 137 | $1,423,889 | $161,419 | $1,178iApproximate average salary by contribution assumption: employee only about $29,456 at 4% or $19,637 at 6%; with 50% employer match about $19,637 at 4% or $13,092 at 6%; with 100% employer match about $14,728 at 4% or $9,819 at 6%. |
| 2018 | 1 | 124 | $1,073,750 | $154,720 | $1,248iApproximate average salary by contribution assumption: employee only about $31,194 at 4% or $20,796 at 6%; with 50% employer match about $20,796 at 4% or $13,864 at 6%; with 100% employer match about $15,597 at 4% or $10,398 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 124 | $1,073,750 | $154,720 | $1,248iApproximate average salary by contribution assumption: employee only about $31,194 at 4% or $20,796 at 6%; with 50% employer match about $20,796 at 4% or $13,864 at 6%; with 100% employer match about $15,597 at 4% or $10,398 at 6%. |
| 2017 | 1 | 136 | $1,399,819 | $170,407 | $1,253iApproximate average salary by contribution assumption: employee only about $31,325 at 4% or $20,883 at 6%; with 50% employer match about $20,883 at 4% or $13,922 at 6%; with 100% employer match about $15,662 at 4% or $10,442 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 136 | $1,399,819 | $170,407 | $1,253iApproximate average salary by contribution assumption: employee only about $31,325 at 4% or $20,883 at 6%; with 50% employer match about $20,883 at 4% or $13,922 at 6%; with 100% employer match about $15,662 at 4% or $10,442 at 6%. |
| 2016 | 1 | 124 | $1,065,726 | $155,130 | $1,251iApproximate average salary by contribution assumption: employee only about $31,276 at 4% or $20,851 at 6%; with 50% employer match about $20,851 at 4% or $13,901 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 124 | $1,065,726 | $155,130 | $1,251iApproximate average salary by contribution assumption: employee only about $31,276 at 4% or $20,851 at 6%; with 50% employer match about $20,851 at 4% or $13,901 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%. |
| 2015 | 1 | 113 | $958,300 | $117,918 | $1,044iApproximate average salary by contribution assumption: employee only about $26,088 at 4% or $17,392 at 6%; with 50% employer match about $17,392 at 4% or $11,595 at 6%; with 100% employer match about $13,044 at 4% or $8,696 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 113 | $958,300 | $117,918 | $1,044iApproximate average salary by contribution assumption: employee only about $26,088 at 4% or $17,392 at 6%; with 50% employer match about $17,392 at 4% or $11,595 at 6%; with 100% employer match about $13,044 at 4% or $8,696 at 6%. |
| 2014 | 1 | 121 | $889,170 | $69,720 | $576iApproximate average salary by contribution assumption: employee only about $14,405 at 4% or $9,603 at 6%; with 50% employer match about $9,603 at 4% or $6,402 at 6%; with 100% employer match about $7,202 at 4% or $4,802 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 121 | $889,170 | $69,720 | $576iApproximate average salary by contribution assumption: employee only about $14,405 at 4% or $9,603 at 6%; with 50% employer match about $9,603 at 4% or $6,402 at 6%; with 100% employer match about $7,202 at 4% or $4,802 at 6%. |
| 2013 | 1 | 123 | $798,663 | $56,684 | $461iApproximate average salary by contribution assumption: employee only about $11,521 at 4% or $7,681 at 6%; with 50% employer match about $7,681 at 4% or $5,121 at 6%; with 100% employer match about $5,761 at 4% or $3,840 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 123 | $798,663 | $56,684 | $461iApproximate average salary by contribution assumption: employee only about $11,521 at 4% or $7,681 at 6%; with 50% employer match about $7,681 at 4% or $5,121 at 6%; with 100% employer match about $5,761 at 4% or $3,840 at 6%. |
| 2012 | 1 | 124 | $673,767 | $53,014 | $428iApproximate average salary by contribution assumption: employee only about $10,688 at 4% or $7,126 at 6%; with 50% employer match about $7,126 at 4% or $4,750 at 6%; with 100% employer match about $5,344 at 4% or $3,563 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 124 | $673,767 | $53,014 | $428iApproximate average salary by contribution assumption: employee only about $10,688 at 4% or $7,126 at 6%; with 50% employer match about $7,126 at 4% or $4,750 at 6%; with 100% employer match about $5,344 at 4% or $3,563 at 6%. |
| 2011 | 1 | 115 | $600,872 | $54,179 | $471iApproximate average salary by contribution assumption: employee only about $11,778 at 4% or $7,852 at 6%; with 50% employer match about $7,852 at 4% or $5,235 at 6%; with 100% employer match about $5,889 at 4% or $3,926 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 115 | $600,872 | $54,179 | $471iApproximate average salary by contribution assumption: employee only about $11,778 at 4% or $7,852 at 6%; with 50% employer match about $7,852 at 4% or $5,235 at 6%; with 100% employer match about $5,889 at 4% or $3,926 at 6%. |
| 2010 | 1 | 109 | $668,653 | $75,496 | $693iApproximate average salary by contribution assumption: employee only about $17,316 at 4% or $11,544 at 6%; with 50% employer match about $11,544 at 4% or $7,696 at 6%; with 100% employer match about $8,658 at 4% or $5,772 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 109 | $668,653 | $75,496 | $693iApproximate average salary by contribution assumption: employee only about $17,316 at 4% or $11,544 at 6%; with 50% employer match about $11,544 at 4% or $7,696 at 6%; with 100% employer match about $8,658 at 4% or $5,772 at 6%. |
| 2009 | 1 | 89 | $551,949 | $75,361 | $847iApproximate average salary by contribution assumption: employee only about $21,169 at 4% or $14,113 at 6%; with 50% employer match about $14,113 at 4% or $9,408 at 6%; with 100% employer match about $10,584 at 4% or $7,056 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 89 | $551,949 | $75,361 | $847iApproximate average salary by contribution assumption: employee only about $21,169 at 4% or $14,113 at 6%; with 50% employer match about $14,113 at 4% or $9,408 at 6%; with 100% employer match about $10,584 at 4% or $7,056 at 6%. |
| 2008 | 1 | 92 | $390,880 | $50,236 | $546iApproximate average salary by contribution assumption: employee only about $13,651 at 4% or $9,101 at 6%; with 50% employer match about $9,101 at 4% or $6,067 at 6%; with 100% employer match about $6,826 at 4% or $4,550 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 92 | $390,880 | $50,236 | $546iApproximate average salary by contribution assumption: employee only about $13,651 at 4% or $9,101 at 6%; with 50% employer match about $9,101 at 4% or $6,067 at 6%; with 100% employer match about $6,826 at 4% or $4,550 at 6%. |
| 2007 | 1 | 91 | $450,282 | $51,347 | $564iApproximate average salary by contribution assumption: employee only about $14,106 at 4% or $9,404 at 6%; with 50% employer match about $9,404 at 4% or $6,269 at 6%; with 100% employer match about $7,053 at 4% or $4,702 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 91 | $450,282 | $51,347 | $564iApproximate average salary by contribution assumption: employee only about $14,106 at 4% or $9,404 at 6%; with 50% employer match about $9,404 at 4% or $6,269 at 6%; with 100% employer match about $7,053 at 4% or $4,702 at 6%. |
| 2006 | 1 | 93 | $448,159 | $40,312 | $433iApproximate average salary by contribution assumption: employee only about $10,837 at 4% or $7,224 at 6%; with 50% employer match about $7,224 at 4% or $4,816 at 6%; with 100% employer match about $5,418 at 4% or $3,612 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 93 | $448,159 | $40,312 | $433iApproximate average salary by contribution assumption: employee only about $10,837 at 4% or $7,224 at 6%; with 50% employer match about $7,224 at 4% or $4,816 at 6%; with 100% employer match about $5,418 at 4% or $3,612 at 6%. |
| 2005 | 1 | 64 | $368,617 | $34,539 | $540iApproximate average salary by contribution assumption: employee only about $13,492 at 4% or $8,995 at 6%; with 50% employer match about $8,995 at 4% or $5,996 at 6%; with 100% employer match about $6,746 at 4% or $4,497 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 64 | $368,617 | $34,539 | $540iApproximate average salary by contribution assumption: employee only about $13,492 at 4% or $8,995 at 6%; with 50% employer match about $8,995 at 4% or $5,996 at 6%; with 100% employer match about $6,746 at 4% or $4,497 at 6%. |
| 2004 | 1 | 64 | $341,969 | $37,005 | $578iApproximate average salary by contribution assumption: employee only about $14,455 at 4% or $9,637 at 6%; with 50% employer match about $9,637 at 4% or $6,424 at 6%; with 100% employer match about $7,228 at 4% or $4,818 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 64 | $341,969 | $37,005 | $578iApproximate average salary by contribution assumption: employee only about $14,455 at 4% or $9,637 at 6%; with 50% employer match about $9,637 at 4% or $6,424 at 6%; with 100% employer match about $7,228 at 4% or $4,818 at 6%. |
| 2003 | 1 | 58 | $284,855 | $37,183 | $641iApproximate average salary by contribution assumption: employee only about $16,027 at 4% or $10,685 at 6%; with 50% employer match about $10,685 at 4% or $7,123 at 6%; with 100% employer match about $8,014 at 4% or $5,342 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 58 | $284,855 | $37,183 | $641iApproximate average salary by contribution assumption: employee only about $16,027 at 4% or $10,685 at 6%; with 50% employer match about $10,685 at 4% or $7,123 at 6%; with 100% employer match about $8,014 at 4% or $5,342 at 6%. |
| 2002 | 2 | 55 | $221,507 | $38,490 | $700iApproximate average salary by contribution assumption: employee only about $17,495 at 4% or $11,664 at 6%; with 50% employer match about $11,664 at 4% or $7,776 at 6%; with 100% employer match about $8,748 at 4% or $5,832 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 55 | $221,507 | $38,490 | $700iApproximate average salary by contribution assumption: employee only about $17,495 at 4% or $11,664 at 6%; with 50% employer match about $11,664 at 4% or $7,776 at 6%; with 100% employer match about $8,748 at 4% or $5,832 at 6%. |
| LLOYD MANAGEMENT, INC. FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| 2001 | 1 | 44 | $221,193 | $35,380 | $804iApproximate average salary by contribution assumption: employee only about $20,102 at 4% or $13,402 at 6%; with 50% employer match about $13,402 at 4% or $8,934 at 6%; with 100% employer match about $10,051 at 4% or $6,701 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 44 | $221,193 | $35,380 | $804iApproximate average salary by contribution assumption: employee only about $20,102 at 4% or $13,402 at 6%; with 50% employer match about $13,402 at 4% or $8,934 at 6%; with 100% employer match about $10,051 at 4% or $6,701 at 6%. |
| 2000 | 1 | 43 | $225,540 | $41,365 | $962iApproximate average salary by contribution assumption: employee only about $24,049 at 4% or $16,033 at 6%; with 50% employer match about $16,033 at 4% or $10,689 at 6%; with 100% employer match about $12,025 at 4% or $8,016 at 6%. |
| Lloyd Management Retirement Savings Plan | - | 43 | $225,540 | $41,365 | $962iApproximate average salary by contribution assumption: employee only about $24,049 at 4% or $16,033 at 6%; with 50% employer match about $16,033 at 4% or $10,689 at 6%; with 100% employer match about $12,025 at 4% or $8,016 at 6%. |