The Lloyd Group
Plan context: The Lloyd Group 401(K) Profit Sharing Plan
EIN 58-2183364 • Suwanee, GA • 16 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$3,410,130
2025 Contributions
$224,698
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $3,410,130 | $224,698 | $16,050iApproximate average salary by contribution assumption: employee only about $401,246 at 4% or $267,498 at 6%; with 50% employer match about $267,498 at 4% or $178,332 at 6%; with 100% employer match about $200,623 at 4% or $133,749 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 14 | $3,410,130 | $224,698 | $16,050iApproximate average salary by contribution assumption: employee only about $401,246 at 4% or $267,498 at 6%; with 50% employer match about $267,498 at 4% or $178,332 at 6%; with 100% employer match about $200,623 at 4% or $133,749 at 6%. |
| 2024 | 1 | 16 | $2,766,639 | $208,710 | $13,044iApproximate average salary by contribution assumption: employee only about $326,109 at 4% or $217,406 at 6%; with 50% employer match about $217,406 at 4% or $144,938 at 6%; with 100% employer match about $163,055 at 4% or $108,703 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 16 | $2,766,639 | $208,710 | $13,044iApproximate average salary by contribution assumption: employee only about $326,109 at 4% or $217,406 at 6%; with 50% employer match about $217,406 at 4% or $144,938 at 6%; with 100% employer match about $163,055 at 4% or $108,703 at 6%. |
| 2023 | 1 | 16 | $2,002,872 | $242,572 | $15,161iApproximate average salary by contribution assumption: employee only about $379,019 at 4% or $252,679 at 6%; with 50% employer match about $252,679 at 4% or $168,453 at 6%; with 100% employer match about $189,509 at 4% or $126,340 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 16 | $2,002,872 | $242,572 | $15,161iApproximate average salary by contribution assumption: employee only about $379,019 at 4% or $252,679 at 6%; with 50% employer match about $252,679 at 4% or $168,453 at 6%; with 100% employer match about $189,509 at 4% or $126,340 at 6%. |
| 2022 | 1 | 16 | $1,294,291 | $240,736 | $15,046iApproximate average salary by contribution assumption: employee only about $376,150 at 4% or $250,767 at 6%; with 50% employer match about $250,767 at 4% or $167,178 at 6%; with 100% employer match about $188,075 at 4% or $125,383 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 16 | $1,294,291 | $240,736 | $15,046iApproximate average salary by contribution assumption: employee only about $376,150 at 4% or $250,767 at 6%; with 50% employer match about $250,767 at 4% or $167,178 at 6%; with 100% employer match about $188,075 at 4% or $125,383 at 6%. |
| 2021 | 1 | 12 | $1,451,806 | $252,585 | $21,049iApproximate average salary by contribution assumption: employee only about $526,219 at 4% or $350,813 at 6%; with 50% employer match about $350,813 at 4% or $233,875 at 6%; with 100% employer match about $263,109 at 4% or $175,406 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 12 | $1,451,806 | $252,585 | $21,049iApproximate average salary by contribution assumption: employee only about $526,219 at 4% or $350,813 at 6%; with 50% employer match about $350,813 at 4% or $233,875 at 6%; with 100% employer match about $263,109 at 4% or $175,406 at 6%. |
| 2020 | 1 | 7 | $454,876 | $75,876 | $10,839iApproximate average salary by contribution assumption: employee only about $270,986 at 4% or $180,657 at 6%; with 50% employer match about $180,657 at 4% or $120,438 at 6%; with 100% employer match about $135,493 at 4% or $90,329 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 7 | $454,876 | $75,876 | $10,839iApproximate average salary by contribution assumption: employee only about $270,986 at 4% or $180,657 at 6%; with 50% employer match about $180,657 at 4% or $120,438 at 6%; with 100% employer match about $135,493 at 4% or $90,329 at 6%. |
| 2019 | 1 | 11 | $645,943 | $88,132 | $8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 11 | $645,943 | $88,132 | $8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%. |
| 2018 | 1 | 4 | $463,026 | $83,426 | $20,857iApproximate average salary by contribution assumption: employee only about $521,413 at 4% or $347,608 at 6%; with 50% employer match about $347,608 at 4% or $231,739 at 6%; with 100% employer match about $260,706 at 4% or $173,804 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 4 | $463,026 | $83,426 | $20,857iApproximate average salary by contribution assumption: employee only about $521,413 at 4% or $347,608 at 6%; with 50% employer match about $347,608 at 4% or $231,739 at 6%; with 100% employer match about $260,706 at 4% or $173,804 at 6%. |
| 2017 | 1 | 4 | $454,876 | $75,876 | $18,969iApproximate average salary by contribution assumption: employee only about $474,225 at 4% or $316,150 at 6%; with 50% employer match about $316,150 at 4% or $210,767 at 6%; with 100% employer match about $237,113 at 4% or $158,075 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 4 | $454,876 | $75,876 | $18,969iApproximate average salary by contribution assumption: employee only about $474,225 at 4% or $316,150 at 6%; with 50% employer match about $316,150 at 4% or $210,767 at 6%; with 100% employer match about $237,113 at 4% or $158,075 at 6%. |
| 2016 | 1 | 3 | $312,147 | $72,236 | $24,079iApproximate average salary by contribution assumption: employee only about $601,967 at 4% or $401,311 at 6%; with 50% employer match about $401,311 at 4% or $267,541 at 6%; with 100% employer match about $300,983 at 4% or $200,656 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 3 | $312,147 | $72,236 | $24,079iApproximate average salary by contribution assumption: employee only about $601,967 at 4% or $401,311 at 6%; with 50% employer match about $401,311 at 4% or $267,541 at 6%; with 100% employer match about $300,983 at 4% or $200,656 at 6%. |
| 2015 | 1 | 5 | $204,528 | $70,885 | $14,177iApproximate average salary by contribution assumption: employee only about $354,425 at 4% or $236,283 at 6%; with 50% employer match about $236,283 at 4% or $157,522 at 6%; with 100% employer match about $177,213 at 4% or $118,142 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 5 | $204,528 | $70,885 | $14,177iApproximate average salary by contribution assumption: employee only about $354,425 at 4% or $236,283 at 6%; with 50% employer match about $236,283 at 4% or $157,522 at 6%; with 100% employer match about $177,213 at 4% or $118,142 at 6%. |
| 2014 | 1 | 6 | $141,569 | $32,623 | $5,437iApproximate average salary by contribution assumption: employee only about $135,929 at 4% or $90,619 at 6%; with 50% employer match about $90,619 at 4% or $60,413 at 6%; with 100% employer match about $67,965 at 4% or $45,310 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 6 | $141,569 | $32,623 | $5,437iApproximate average salary by contribution assumption: employee only about $135,929 at 4% or $90,619 at 6%; with 50% employer match about $90,619 at 4% or $60,413 at 6%; with 100% employer match about $67,965 at 4% or $45,310 at 6%. |
| 2013 | 1 | 4 | $108,338 | $30,660 | $7,665iApproximate average salary by contribution assumption: employee only about $191,625 at 4% or $127,750 at 6%; with 50% employer match about $127,750 at 4% or $85,167 at 6%; with 100% employer match about $95,813 at 4% or $63,875 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 4 | $108,338 | $30,660 | $7,665iApproximate average salary by contribution assumption: employee only about $191,625 at 4% or $127,750 at 6%; with 50% employer match about $127,750 at 4% or $85,167 at 6%; with 100% employer match about $95,813 at 4% or $63,875 at 6%. |
| 2012 | 1 | 3 | $56,330 | $34,100 | $11,367iApproximate average salary by contribution assumption: employee only about $284,167 at 4% or $189,444 at 6%; with 50% employer match about $189,444 at 4% or $126,296 at 6%; with 100% employer match about $142,083 at 4% or $94,722 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 3 | $56,330 | $34,100 | $11,367iApproximate average salary by contribution assumption: employee only about $284,167 at 4% or $189,444 at 6%; with 50% employer match about $189,444 at 4% or $126,296 at 6%; with 100% employer match about $142,083 at 4% or $94,722 at 6%. |
| 2011 | 1 | 2 | $17,780 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 2 | $17,780 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2010 | 1 | 2 | $0 | $0 | - |
| The Lloyd Group 401(K) Profit Sharing Plan | - | 2 | - | - | - |