Civic Intelligence

W. E. LLOYD & CAROLYN LARSON

Plan context: Lloyd Inc 401K Profit Sharing Plan & Trust

EIN 42-0837233 • Shenandoah, IA • 31 filings • 8 plans

604 W. Thomas AvenueShenandoah, IA 51601
Current Snapshot

Latest Year

2025

2025 Participants

105

2025 Assets

$11,011,465

2025 Contributions

$843,297

Historical Graphs

Total Assets Over Time

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

$11,011,465$5,505,733$0199920122024YearValue
$11,011,465Latest year 2024

Participants Over Time

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

113570199920122025YearValue
105Latest year 2025

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
20251105$0$0-
Lloyd Inc. Health and Welfare Plan-105---
20242107$11,011,465$843,297$7,881iApproximate average salary by contribution assumption: employee only about $197,032 at 4% or $131,355 at 6%; with 50% employer match about $131,355 at 4% or $87,570 at 6%; with 100% employer match about $98,516 at 4% or $65,677 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-107$11,011,465$843,297$7,881iApproximate average salary by contribution assumption: employee only about $197,032 at 4% or $131,355 at 6%; with 50% employer match about $131,355 at 4% or $87,570 at 6%; with 100% employer match about $98,516 at 4% or $65,677 at 6%.
Lloyd Inc. Health and Welfare Plan-101---
2023298$9,871,697$764,742$7,803iApproximate average salary by contribution assumption: employee only about $195,087 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,705 at 6%; with 100% employer match about $97,544 at 4% or $65,029 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-98$9,871,697$764,742$7,803iApproximate average salary by contribution assumption: employee only about $195,087 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,705 at 6%; with 100% employer match about $97,544 at 4% or $65,029 at 6%.
Lloyd Inc. Health and Welfare Plan-97---
20222112$7,900,986$807,160$7,207iApproximate average salary by contribution assumption: employee only about $180,170 at 4% or $120,113 at 6%; with 50% employer match about $120,113 at 4% or $80,075 at 6%; with 100% employer match about $90,085 at 4% or $60,057 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-112$7,900,986$807,160$7,207iApproximate average salary by contribution assumption: employee only about $180,170 at 4% or $120,113 at 6%; with 50% employer match about $120,113 at 4% or $80,075 at 6%; with 100% employer match about $90,085 at 4% or $60,057 at 6%.
Lloyd Inc. Health and Welfare Plan-112---
20212113$9,094,276$844,880$7,477iApproximate average salary by contribution assumption: employee only about $186,920 at 4% or $124,614 at 6%; with 50% employer match about $124,614 at 4% or $83,076 at 6%; with 100% employer match about $93,460 at 4% or $62,307 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-113$9,094,276$844,880$7,477iApproximate average salary by contribution assumption: employee only about $186,920 at 4% or $124,614 at 6%; with 50% employer match about $124,614 at 4% or $83,076 at 6%; with 100% employer match about $93,460 at 4% or $62,307 at 6%.
Lloyd Inc. Health and Welfare Plan-107---
2020196$8,258,131$881,406$9,181iApproximate average salary by contribution assumption: employee only about $229,533 at 4% or $153,022 at 6%; with 50% employer match about $153,022 at 4% or $102,015 at 6%; with 100% employer match about $114,766 at 4% or $76,511 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-96$8,258,131$881,406$9,181iApproximate average salary by contribution assumption: employee only about $229,533 at 4% or $153,022 at 6%; with 50% employer match about $153,022 at 4% or $102,015 at 6%; with 100% employer match about $114,766 at 4% or $76,511 at 6%.
2019194$7,244,016$736,804$7,838iApproximate average salary by contribution assumption: employee only about $195,959 at 4% or $130,639 at 6%; with 50% employer match about $130,639 at 4% or $87,093 at 6%; with 100% employer match about $97,979 at 4% or $65,320 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-94$7,244,016$736,804$7,838iApproximate average salary by contribution assumption: employee only about $195,959 at 4% or $130,639 at 6%; with 50% employer match about $130,639 at 4% or $87,093 at 6%; with 100% employer match about $97,979 at 4% or $65,320 at 6%.
2018185$5,651,037$659,862$7,763iApproximate average salary by contribution assumption: employee only about $194,077 at 4% or $129,385 at 6%; with 50% employer match about $129,385 at 4% or $86,256 at 6%; with 100% employer match about $97,039 at 4% or $64,692 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-85$5,651,037$659,862$7,763iApproximate average salary by contribution assumption: employee only about $194,077 at 4% or $129,385 at 6%; with 50% employer match about $129,385 at 4% or $86,256 at 6%; with 100% employer match about $97,039 at 4% or $64,692 at 6%.
2017180$5,950,667$610,906$7,636iApproximate average salary by contribution assumption: employee only about $190,908 at 4% or $127,272 at 6%; with 50% employer match about $127,272 at 4% or $84,848 at 6%; with 100% employer match about $95,454 at 4% or $63,636 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-80$5,950,667$610,906$7,636iApproximate average salary by contribution assumption: employee only about $190,908 at 4% or $127,272 at 6%; with 50% employer match about $127,272 at 4% or $84,848 at 6%; with 100% employer match about $95,454 at 4% or $63,636 at 6%.
2016183$5,131,222$549,738$6,623iApproximate average salary by contribution assumption: employee only about $165,584 at 4% or $110,389 at 6%; with 50% employer match about $110,389 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,195 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-83$5,131,222$549,738$6,623iApproximate average salary by contribution assumption: employee only about $165,584 at 4% or $110,389 at 6%; with 50% employer match about $110,389 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,195 at 6%.
2015175$4,342,134$485,445$6,473iApproximate average salary by contribution assumption: employee only about $161,815 at 4% or $107,877 at 6%; with 50% employer match about $107,877 at 4% or $71,918 at 6%; with 100% employer match about $80,908 at 4% or $53,938 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-75$4,342,134$485,445$6,473iApproximate average salary by contribution assumption: employee only about $161,815 at 4% or $107,877 at 6%; with 50% employer match about $107,877 at 4% or $71,918 at 6%; with 100% employer match about $80,908 at 4% or $53,938 at 6%.
2014174$5,195,060$391,451$5,290iApproximate average salary by contribution assumption: employee only about $132,247 at 4% or $88,165 at 6%; with 50% employer match about $88,165 at 4% or $58,776 at 6%; with 100% employer match about $66,123 at 4% or $44,082 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-74$5,195,060$391,451$5,290iApproximate average salary by contribution assumption: employee only about $132,247 at 4% or $88,165 at 6%; with 50% employer match about $88,165 at 4% or $58,776 at 6%; with 100% employer match about $66,123 at 4% or $44,082 at 6%.
2013175$6,085,825$482,341$6,431iApproximate average salary by contribution assumption: employee only about $160,780 at 4% or $107,187 at 6%; with 50% employer match about $107,187 at 4% or $71,458 at 6%; with 100% employer match about $80,390 at 4% or $53,593 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-75$6,085,825$482,341$6,431iApproximate average salary by contribution assumption: employee only about $160,780 at 4% or $107,187 at 6%; with 50% employer match about $107,187 at 4% or $71,458 at 6%; with 100% employer match about $80,390 at 4% or $53,593 at 6%.
2012187$7,228,331$512,360$5,889iApproximate average salary by contribution assumption: employee only about $147,230 at 4% or $98,153 at 6%; with 50% employer match about $98,153 at 4% or $65,436 at 6%; with 100% employer match about $73,615 at 4% or $49,077 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-87$7,228,331$512,360$5,889iApproximate average salary by contribution assumption: employee only about $147,230 at 4% or $98,153 at 6%; with 50% employer match about $98,153 at 4% or $65,436 at 6%; with 100% employer match about $73,615 at 4% or $49,077 at 6%.
2011189$6,460,146$649,297$7,295iApproximate average salary by contribution assumption: employee only about $182,387 at 4% or $121,591 at 6%; with 50% employer match about $121,591 at 4% or $81,061 at 6%; with 100% employer match about $91,193 at 4% or $60,796 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-89$6,460,146$649,297$7,295iApproximate average salary by contribution assumption: employee only about $182,387 at 4% or $121,591 at 6%; with 50% employer match about $121,591 at 4% or $81,061 at 6%; with 100% employer match about $91,193 at 4% or $60,796 at 6%.
2010189$5,982,877$1,107,197$12,440iApproximate average salary by contribution assumption: employee only about $311,010 at 4% or $207,340 at 6%; with 50% employer match about $207,340 at 4% or $138,227 at 6%; with 100% employer match about $155,505 at 4% or $103,670 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-89$5,982,877$1,107,197$12,440iApproximate average salary by contribution assumption: employee only about $311,010 at 4% or $207,340 at 6%; with 50% employer match about $207,340 at 4% or $138,227 at 6%; with 100% employer match about $155,505 at 4% or $103,670 at 6%.
2009182$5,762,962$567,540$6,921iApproximate average salary by contribution assumption: employee only about $173,030 at 4% or $115,354 at 6%; with 50% employer match about $115,354 at 4% or $76,902 at 6%; with 100% employer match about $86,515 at 4% or $57,677 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-82$5,762,962$567,540$6,921iApproximate average salary by contribution assumption: employee only about $173,030 at 4% or $115,354 at 6%; with 50% employer match about $115,354 at 4% or $76,902 at 6%; with 100% employer match about $86,515 at 4% or $57,677 at 6%.
2008179$4,637,004$593,048$7,507iApproximate average salary by contribution assumption: employee only about $187,673 at 4% or $125,116 at 6%; with 50% employer match about $125,116 at 4% or $83,410 at 6%; with 100% employer match about $93,837 at 4% or $62,558 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-79$4,637,004$593,048$7,507iApproximate average salary by contribution assumption: employee only about $187,673 at 4% or $125,116 at 6%; with 50% employer match about $125,116 at 4% or $83,410 at 6%; with 100% employer match about $93,837 at 4% or $62,558 at 6%.
2007180$0$0-
Lloyd Inc 401K Profit Sharing Plan & Trust-80---
2006176$6,005,910$182,253$2,398iApproximate average salary by contribution assumption: employee only about $59,952 at 4% or $39,968 at 6%; with 50% employer match about $39,968 at 4% or $26,645 at 6%; with 100% employer match about $29,976 at 4% or $19,984 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-76$6,005,910$182,253$2,398iApproximate average salary by contribution assumption: employee only about $59,952 at 4% or $39,968 at 6%; with 50% employer match about $39,968 at 4% or $26,645 at 6%; with 100% employer match about $29,976 at 4% or $19,984 at 6%.
2005177$5,119,243$563,459$7,318iApproximate average salary by contribution assumption: employee only about $182,941 at 4% or $121,961 at 6%; with 50% employer match about $121,961 at 4% or $81,307 at 6%; with 100% employer match about $91,471 at 4% or $60,980 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-77$5,119,243$563,459$7,318iApproximate average salary by contribution assumption: employee only about $182,941 at 4% or $121,961 at 6%; with 50% employer match about $121,961 at 4% or $81,307 at 6%; with 100% employer match about $91,471 at 4% or $60,980 at 6%.
2004175$4,224,480$648,421$8,646iApproximate average salary by contribution assumption: employee only about $216,140 at 4% or $144,094 at 6%; with 50% employer match about $144,094 at 4% or $96,062 at 6%; with 100% employer match about $108,070 at 4% or $72,047 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-75$4,224,480$648,421$8,646iApproximate average salary by contribution assumption: employee only about $216,140 at 4% or $144,094 at 6%; with 50% employer match about $144,094 at 4% or $96,062 at 6%; with 100% employer match about $108,070 at 4% or $72,047 at 6%.
2003165$3,155,314$391,377$6,021iApproximate average salary by contribution assumption: employee only about $150,530 at 4% or $100,353 at 6%; with 50% employer match about $100,353 at 4% or $66,902 at 6%; with 100% employer match about $75,265 at 4% or $50,177 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-65$3,155,314$391,377$6,021iApproximate average salary by contribution assumption: employee only about $150,530 at 4% or $100,353 at 6%; with 50% employer match about $100,353 at 4% or $66,902 at 6%; with 100% employer match about $75,265 at 4% or $50,177 at 6%.
2002162$2,491,818$413,935$6,676iApproximate average salary by contribution assumption: employee only about $166,909 at 4% or $111,273 at 6%; with 50% employer match about $111,273 at 4% or $74,182 at 6%; with 100% employer match about $83,455 at 4% or $55,636 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-62$2,491,818$413,935$6,676iApproximate average salary by contribution assumption: employee only about $166,909 at 4% or $111,273 at 6%; with 50% employer match about $111,273 at 4% or $74,182 at 6%; with 100% employer match about $83,455 at 4% or $55,636 at 6%.
2001161$2,643,021$244,443$4,007iApproximate average salary by contribution assumption: employee only about $100,182 at 4% or $66,788 at 6%; with 50% employer match about $66,788 at 4% or $44,525 at 6%; with 100% employer match about $50,091 at 4% or $33,394 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-61$2,643,021$244,443$4,007iApproximate average salary by contribution assumption: employee only about $100,182 at 4% or $66,788 at 6%; with 50% employer match about $66,788 at 4% or $44,525 at 6%; with 100% employer match about $50,091 at 4% or $33,394 at 6%.
2000151$2,663,534$447,177$8,768iApproximate average salary by contribution assumption: employee only about $219,204 at 4% or $146,136 at 6%; with 50% employer match about $146,136 at 4% or $97,424 at 6%; with 100% employer match about $109,602 at 4% or $73,068 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-51$2,663,534$447,177$8,768iApproximate average salary by contribution assumption: employee only about $219,204 at 4% or $146,136 at 6%; with 50% employer match about $146,136 at 4% or $97,424 at 6%; with 100% employer match about $109,602 at 4% or $73,068 at 6%.
1999157$2,435,087$196,447$3,446iApproximate average salary by contribution assumption: employee only about $86,161 at 4% or $57,441 at 6%; with 50% employer match about $57,441 at 4% or $38,294 at 6%; with 100% employer match about $43,080 at 4% or $28,720 at 6%.
Lloyd Inc 401K Profit Sharing Plan & Trust-57$2,435,087$196,447$3,446iApproximate average salary by contribution assumption: employee only about $86,161 at 4% or $57,441 at 6%; with 50% employer match about $57,441 at 4% or $38,294 at 6%; with 100% employer match about $43,080 at 4% or $28,720 at 6%.