Civic Intelligence

Lloyd & Mcdaniel PLC

Plan context: Lloyd & Mcdaniel 401K Profit Sharing Plan

EIN 61-0861142 • Louisville, KY • 29 filings • 4 plans

11405 Park RoadLouisville, KY 40223-0200
Current Snapshot

Latest Year

2024

2024 Participants

220

2024 Assets

$9,225,954

2024 Contributions

$1,183,126

Historical Graphs

Total Assets Over Time

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

$9,767,628$4,883,814$0199920132024YearValue
$9,225,954Latest year 2024

Participants Over Time

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

2241120199920122024YearValue
220Latest year 2024

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
20243220$9,225,954$1,183,126$5,378iApproximate average salary by contribution assumption: employee only about $134,446 at 4% or $89,631 at 6%; with 50% employer match about $89,631 at 4% or $59,754 at 6%; with 100% employer match about $67,223 at 4% or $44,815 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-220$9,225,954$1,183,126$5,378iApproximate average salary by contribution assumption: employee only about $134,446 at 4% or $89,631 at 6%; with 50% employer match about $89,631 at 4% or $59,754 at 6%; with 100% employer match about $67,223 at 4% or $44,815 at 6%.
Lloyd & Mcdaniel PLC Employee Benefit Plan-113---
Lloyd & Mcdaniel PLC Medical Plan-124---
20232224$9,551,273$746,133$3,331iApproximate average salary by contribution assumption: employee only about $83,274 at 4% or $55,516 at 6%; with 50% employer match about $55,516 at 4% or $37,011 at 6%; with 100% employer match about $41,637 at 4% or $27,758 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-133$9,551,273$746,133$5,610iApproximate average salary by contribution assumption: employee only about $140,251 at 4% or $93,500 at 6%; with 50% employer match about $93,500 at 4% or $62,334 at 6%; with 100% employer match about $70,125 at 4% or $46,750 at 6%.
Lloyd & Mcdaniel PLC Employee Benefit Plan-224---
20221131$7,992,531$833,805$6,365iApproximate average salary by contribution assumption: employee only about $159,123 at 4% or $106,082 at 6%; with 50% employer match about $106,082 at 4% or $70,721 at 6%; with 100% employer match about $79,562 at 4% or $53,041 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-131$7,992,531$833,805$6,365iApproximate average salary by contribution assumption: employee only about $159,123 at 4% or $106,082 at 6%; with 50% employer match about $106,082 at 4% or $70,721 at 6%; with 100% employer match about $79,562 at 4% or $53,041 at 6%.
20211102$9,767,020$668,639$6,555iApproximate average salary by contribution assumption: employee only about $163,882 at 4% or $109,255 at 6%; with 50% employer match about $109,255 at 4% or $72,836 at 6%; with 100% employer match about $81,941 at 4% or $54,627 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-102$9,767,020$668,639$6,555iApproximate average salary by contribution assumption: employee only about $163,882 at 4% or $109,255 at 6%; with 50% employer match about $109,255 at 4% or $72,836 at 6%; with 100% employer match about $81,941 at 4% or $54,627 at 6%.
20201120$8,790,973$624,325$5,203iApproximate average salary by contribution assumption: employee only about $130,068 at 4% or $86,712 at 6%; with 50% employer match about $86,712 at 4% or $57,808 at 6%; with 100% employer match about $65,034 at 4% or $43,356 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-120$8,790,973$624,325$5,203iApproximate average salary by contribution assumption: employee only about $130,068 at 4% or $86,712 at 6%; with 50% employer match about $86,712 at 4% or $57,808 at 6%; with 100% employer match about $65,034 at 4% or $43,356 at 6%.
20191136$9,767,628$649,728$4,777iApproximate average salary by contribution assumption: employee only about $119,435 at 4% or $79,624 at 6%; with 50% employer match about $79,624 at 4% or $53,082 at 6%; with 100% employer match about $59,718 at 4% or $39,812 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-136$9,767,628$649,728$4,777iApproximate average salary by contribution assumption: employee only about $119,435 at 4% or $79,624 at 6%; with 50% employer match about $79,624 at 4% or $53,082 at 6%; with 100% employer match about $59,718 at 4% or $39,812 at 6%.
20181139$8,000,942$578,706$4,163iApproximate average salary by contribution assumption: employee only about $104,084 at 4% or $69,389 at 6%; with 50% employer match about $69,389 at 4% or $46,259 at 6%; with 100% employer match about $52,042 at 4% or $34,695 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-139$8,000,942$578,706$4,163iApproximate average salary by contribution assumption: employee only about $104,084 at 4% or $69,389 at 6%; with 50% employer match about $69,389 at 4% or $46,259 at 6%; with 100% employer match about $52,042 at 4% or $34,695 at 6%.
20171125$8,550,899$560,343$4,483iApproximate average salary by contribution assumption: employee only about $112,069 at 4% or $74,712 at 6%; with 50% employer match about $74,712 at 4% or $49,808 at 6%; with 100% employer match about $56,034 at 4% or $37,356 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-125$8,550,899$560,343$4,483iApproximate average salary by contribution assumption: employee only about $112,069 at 4% or $74,712 at 6%; with 50% employer match about $74,712 at 4% or $49,808 at 6%; with 100% employer match about $56,034 at 4% or $37,356 at 6%.
20161126$7,028,167$522,450$4,146iApproximate average salary by contribution assumption: employee only about $103,661 at 4% or $69,107 at 6%; with 50% employer match about $69,107 at 4% or $46,071 at 6%; with 100% employer match about $51,830 at 4% or $34,554 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-126$7,028,167$522,450$4,146iApproximate average salary by contribution assumption: employee only about $103,661 at 4% or $69,107 at 6%; with 50% employer match about $69,107 at 4% or $46,071 at 6%; with 100% employer match about $51,830 at 4% or $34,554 at 6%.
20151119$6,243,121$572,709$4,813iApproximate average salary by contribution assumption: employee only about $120,317 at 4% or $80,211 at 6%; with 50% employer match about $80,211 at 4% or $53,474 at 6%; with 100% employer match about $60,159 at 4% or $40,106 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-119$6,243,121$572,709$4,813iApproximate average salary by contribution assumption: employee only about $120,317 at 4% or $80,211 at 6%; with 50% employer match about $80,211 at 4% or $53,474 at 6%; with 100% employer match about $60,159 at 4% or $40,106 at 6%.
20141126$6,181,777$470,564$3,735iApproximate average salary by contribution assumption: employee only about $93,366 at 4% or $62,244 at 6%; with 50% employer match about $62,244 at 4% or $41,496 at 6%; with 100% employer match about $46,683 at 4% or $31,122 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-126$6,181,777$470,564$3,735iApproximate average salary by contribution assumption: employee only about $93,366 at 4% or $62,244 at 6%; with 50% employer match about $62,244 at 4% or $41,496 at 6%; with 100% employer match about $46,683 at 4% or $31,122 at 6%.
20131102$5,419,774$452,481$4,436iApproximate average salary by contribution assumption: employee only about $110,902 at 4% or $73,935 at 6%; with 50% employer match about $73,935 at 4% or $49,290 at 6%; with 100% employer match about $55,451 at 4% or $36,967 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-102$5,419,774$452,481$4,436iApproximate average salary by contribution assumption: employee only about $110,902 at 4% or $73,935 at 6%; with 50% employer match about $73,935 at 4% or $49,290 at 6%; with 100% employer match about $55,451 at 4% or $36,967 at 6%.
2012196$4,272,709$458,539$4,776iApproximate average salary by contribution assumption: employee only about $119,411 at 4% or $79,607 at 6%; with 50% employer match about $79,607 at 4% or $53,072 at 6%; with 100% employer match about $59,706 at 4% or $39,804 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-96$4,272,709$458,539$4,776iApproximate average salary by contribution assumption: employee only about $119,411 at 4% or $79,607 at 6%; with 50% employer match about $79,607 at 4% or $53,072 at 6%; with 100% employer match about $59,706 at 4% or $39,804 at 6%.
2011187$3,413,509$455,274$5,233iApproximate average salary by contribution assumption: employee only about $130,826 at 4% or $87,217 at 6%; with 50% employer match about $87,217 at 4% or $58,145 at 6%; with 100% employer match about $65,413 at 4% or $43,609 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-87$3,413,509$455,274$5,233iApproximate average salary by contribution assumption: employee only about $130,826 at 4% or $87,217 at 6%; with 50% employer match about $87,217 at 4% or $58,145 at 6%; with 100% employer match about $65,413 at 4% or $43,609 at 6%.
2010191$3,288,097$445,602$4,897iApproximate average salary by contribution assumption: employee only about $122,418 at 4% or $81,612 at 6%; with 50% employer match about $81,612 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-91$3,288,097$445,602$4,897iApproximate average salary by contribution assumption: employee only about $122,418 at 4% or $81,612 at 6%; with 50% employer match about $81,612 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.
2009176$2,485,242$291,944$3,841iApproximate average salary by contribution assumption: employee only about $96,034 at 4% or $64,023 at 6%; with 50% employer match about $64,023 at 4% or $42,682 at 6%; with 100% employer match about $48,017 at 4% or $32,011 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-76$2,485,242$291,944$3,841iApproximate average salary by contribution assumption: employee only about $96,034 at 4% or $64,023 at 6%; with 50% employer match about $64,023 at 4% or $42,682 at 6%; with 100% employer match about $48,017 at 4% or $32,011 at 6%.
2008142$0$234,568$5,585iApproximate average salary by contribution assumption: employee only about $139,624 at 4% or $93,083 at 6%; with 50% employer match about $93,083 at 4% or $62,055 at 6%; with 100% employer match about $69,812 at 4% or $46,541 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-42-$234,568$5,585iApproximate average salary by contribution assumption: employee only about $139,624 at 4% or $93,083 at 6%; with 50% employer match about $93,083 at 4% or $62,055 at 6%; with 100% employer match about $69,812 at 4% or $46,541 at 6%.
2007121$0$0-
Lloyd & Mcdaniel 401K Profit Sharing Plan-21---
2006119$2,091,306$207,271$10,909iApproximate average salary by contribution assumption: employee only about $272,725 at 4% or $181,817 at 6%; with 50% employer match about $181,817 at 4% or $121,211 at 6%; with 100% employer match about $136,363 at 4% or $90,908 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-19$2,091,306$207,271$10,909iApproximate average salary by contribution assumption: employee only about $272,725 at 4% or $181,817 at 6%; with 50% employer match about $181,817 at 4% or $121,211 at 6%; with 100% employer match about $136,363 at 4% or $90,908 at 6%.
2005122$1,744,847$195,657$8,894iApproximate average salary by contribution assumption: employee only about $222,338 at 4% or $148,225 at 6%; with 50% employer match about $148,225 at 4% or $98,817 at 6%; with 100% employer match about $111,169 at 4% or $74,113 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-22$1,744,847$195,657$8,894iApproximate average salary by contribution assumption: employee only about $222,338 at 4% or $148,225 at 6%; with 50% employer match about $148,225 at 4% or $98,817 at 6%; with 100% employer match about $111,169 at 4% or $74,113 at 6%.
2004120$1,410,406$161,432$8,072iApproximate average salary by contribution assumption: employee only about $201,790 at 4% or $134,527 at 6%; with 50% employer match about $134,527 at 4% or $89,684 at 6%; with 100% employer match about $100,895 at 4% or $67,263 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-20$1,410,406$161,432$8,072iApproximate average salary by contribution assumption: employee only about $201,790 at 4% or $134,527 at 6%; with 50% employer match about $134,527 at 4% or $89,684 at 6%; with 100% employer match about $100,895 at 4% or $67,263 at 6%.
2003118$1,083,822$153,681$8,538iApproximate average salary by contribution assumption: employee only about $213,446 at 4% or $142,297 at 6%; with 50% employer match about $142,297 at 4% or $94,865 at 6%; with 100% employer match about $106,723 at 4% or $71,149 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-18$1,083,822$153,681$8,538iApproximate average salary by contribution assumption: employee only about $213,446 at 4% or $142,297 at 6%; with 50% employer match about $142,297 at 4% or $94,865 at 6%; with 100% employer match about $106,723 at 4% or $71,149 at 6%.
2002115$789,711$139,774$9,318iApproximate average salary by contribution assumption: employee only about $232,957 at 4% or $155,304 at 6%; with 50% employer match about $155,304 at 4% or $103,536 at 6%; with 100% employer match about $116,478 at 4% or $77,652 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-15$789,711$139,774$9,318iApproximate average salary by contribution assumption: employee only about $232,957 at 4% or $155,304 at 6%; with 50% employer match about $155,304 at 4% or $103,536 at 6%; with 100% employer match about $116,478 at 4% or $77,652 at 6%.
2001116$0$0-
Lloyd & Mcdaniel 401K Profit Sharing Plan-16---
2000118$823,406$189,678$10,538iApproximate average salary by contribution assumption: employee only about $263,442 at 4% or $175,628 at 6%; with 50% employer match about $175,628 at 4% or $117,085 at 6%; with 100% employer match about $131,721 at 4% or $87,814 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-18$823,406$189,678$10,538iApproximate average salary by contribution assumption: employee only about $263,442 at 4% or $175,628 at 6%; with 50% employer match about $175,628 at 4% or $117,085 at 6%; with 100% employer match about $131,721 at 4% or $87,814 at 6%.
1999112$687,641$93,803$7,817iApproximate average salary by contribution assumption: employee only about $195,423 at 4% or $130,282 at 6%; with 50% employer match about $130,282 at 4% or $86,855 at 6%; with 100% employer match about $97,711 at 4% or $65,141 at 6%.
Lloyd & Mcdaniel 401K Profit Sharing Plan-12$687,641$93,803$7,817iApproximate average salary by contribution assumption: employee only about $195,423 at 4% or $130,282 at 6%; with 50% employer match about $130,282 at 4% or $86,855 at 6%; with 100% employer match about $97,711 at 4% or $65,141 at 6%.