Civic Intelligence

J.B. Lloyd & Associates LLC

Plan context: J.B. Lloyd & Associates LLC Defined Benefit & Trust

EIN 75-2942843 • Dallas, TX • 15 filings • 3 plans

8401 N. Central ExpresswaySuite 1000Dallas, TX 75225
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$2,780,401

2019 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$2,780,401$1,390,201$0200520122019YearValue
$2,780,401Latest year 2019

Participants Over Time

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

740200520122019YearValue
1Latest year 2019

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
201911$2,780,401$0-
J.B. Lloyd & Associates LLC Defined Benefit & Trust-1$2,780,401--
201811$2,565,723$0-
J.B. Lloyd & Associates LLC Defined Benefit & Trust-1$2,565,723--
201711$2,172,983$0-
J.B. Lloyd & Associates LLC Defined Benefit & Trust-1$2,172,983--
201611$1,807,140$0-
J.B. Lloyd & Associates LLC Defined Benefit & Trust-1$1,807,140--
201511$1,785,811$0-
J.B. Lloyd & Associates LLC Defined Benefit & Trust-1$1,785,811--
201416$2,311,740$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-6$2,311,740$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201317$2,249,197$151,292$21,613iApproximate average salary by contribution assumption: employee only about $540,329 at 4% or $360,219 at 6%; with 50% employer match about $360,219 at 4% or $240,146 at 6%; with 100% employer match about $270,164 at 4% or $180,110 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-7$2,249,197$151,292$21,613iApproximate average salary by contribution assumption: employee only about $540,329 at 4% or $360,219 at 6%; with 50% employer match about $360,219 at 4% or $240,146 at 6%; with 100% employer match about $270,164 at 4% or $180,110 at 6%.
201216$1,996,726$168,951$28,159iApproximate average salary by contribution assumption: employee only about $703,963 at 4% or $469,308 at 6%; with 50% employer match about $469,308 at 4% or $312,872 at 6%; with 100% employer match about $351,981 at 4% or $234,654 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-6$1,996,726$168,951$28,159iApproximate average salary by contribution assumption: employee only about $703,963 at 4% or $469,308 at 6%; with 50% employer match about $469,308 at 4% or $312,872 at 6%; with 100% employer match about $351,981 at 4% or $234,654 at 6%.
201116$1,691,020$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-6$1,691,020$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201015$1,401,273$0-
J.B. Lloyd & Associates LLC Defined Benefit & Trust-5$1,401,273$0-
200917$1,382,042$312,140$44,591iApproximate average salary by contribution assumption: employee only about $1,114,786 at 4% or $743,190 at 6%; with 50% employer match about $743,190 at 4% or $495,460 at 6%; with 100% employer match about $557,393 at 4% or $371,595 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-7$1,382,042$312,140$44,591iApproximate average salary by contribution assumption: employee only about $1,114,786 at 4% or $743,190 at 6%; with 50% employer match about $743,190 at 4% or $495,460 at 6%; with 100% employer match about $557,393 at 4% or $371,595 at 6%.
200816$661,554$220,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-6$661,554$220,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
200715$625,664$218,324$43,665iApproximate average salary by contribution assumption: employee only about $1,091,620 at 4% or $727,747 at 6%; with 50% employer match about $727,747 at 4% or $485,164 at 6%; with 100% employer match about $545,810 at 4% or $363,873 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-5$625,664$218,324$43,665iApproximate average salary by contribution assumption: employee only about $1,091,620 at 4% or $727,747 at 6%; with 50% employer match about $727,747 at 4% or $485,164 at 6%; with 100% employer match about $545,810 at 4% or $363,873 at 6%.
200614$374,254$198,407$49,602iApproximate average salary by contribution assumption: employee only about $1,240,044 at 4% or $826,696 at 6%; with 50% employer match about $826,696 at 4% or $551,131 at 6%; with 100% employer match about $620,022 at 4% or $413,348 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-4$374,254$198,407$49,602iApproximate average salary by contribution assumption: employee only about $1,240,044 at 4% or $826,696 at 6%; with 50% employer match about $826,696 at 4% or $551,131 at 6%; with 100% employer match about $620,022 at 4% or $413,348 at 6%.
200513$159,616$159,616$53,205iApproximate average salary by contribution assumption: employee only about $1,330,133 at 4% or $886,756 at 6%; with 50% employer match about $886,756 at 4% or $591,170 at 6%; with 100% employer match about $665,067 at 4% or $443,378 at 6%.
J.B. Lloyd & Associates LLC Defined Benefit & Trust-3$159,616$159,616$53,205iApproximate average salary by contribution assumption: employee only about $1,330,133 at 4% or $886,756 at 6%; with 50% employer match about $886,756 at 4% or $591,170 at 6%; with 100% employer match about $665,067 at 4% or $443,378 at 6%.