Civic Intelligence

Lloyd Financial Services Ltd.

Plan context: Lloyd Financial Services Ltd. 401(K) Plan

EIN 76-0810807 • Orland Park, IL • 14 filings • 1 plans

15127 S 73rd Ave, A-1Orland Park, IL 60462
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$999,532

2023 Contributions

$47,648

Historical Graphs

Total Assets Over Time

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

$1,158,432$579,216$0201020162022YearValue
$999,532Latest year 2022

Participants Over Time

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

740201020162022YearValue
7Latest year 2022

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
202310$0$47,648-
Lloyd Financial Services Ltd. 401(K) Plan-0$0$47,648-
202217$999,532$57,942$8,277iApproximate average salary by contribution assumption: employee only about $206,936 at 4% or $137,957 at 6%; with 50% employer match about $137,957 at 4% or $91,971 at 6%; with 100% employer match about $103,468 at 4% or $68,979 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-7$999,532$57,942$8,277iApproximate average salary by contribution assumption: employee only about $206,936 at 4% or $137,957 at 6%; with 50% employer match about $137,957 at 4% or $91,971 at 6%; with 100% employer match about $103,468 at 4% or $68,979 at 6%.
202117$1,158,432$47,532$6,790iApproximate average salary by contribution assumption: employee only about $169,757 at 4% or $113,171 at 6%; with 50% employer match about $113,171 at 4% or $75,448 at 6%; with 100% employer match about $84,879 at 4% or $56,586 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-7$1,158,432$47,532$6,790iApproximate average salary by contribution assumption: employee only about $169,757 at 4% or $113,171 at 6%; with 50% employer match about $113,171 at 4% or $75,448 at 6%; with 100% employer match about $84,879 at 4% or $56,586 at 6%.
202017$980,064$398,398$56,914iApproximate average salary by contribution assumption: employee only about $1,422,850 at 4% or $948,567 at 6%; with 50% employer match about $948,567 at 4% or $632,378 at 6%; with 100% employer match about $711,425 at 4% or $474,283 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-7$980,064$398,398$56,914iApproximate average salary by contribution assumption: employee only about $1,422,850 at 4% or $948,567 at 6%; with 50% employer match about $948,567 at 4% or $632,378 at 6%; with 100% employer match about $711,425 at 4% or $474,283 at 6%.
201910$508,851$45,293-
Lloyd Financial Services Ltd. 401(K) Plan-0$508,851$45,293-
201816$381,894$42,387$7,065iApproximate average salary by contribution assumption: employee only about $176,613 at 4% or $117,742 at 6%; with 50% employer match about $117,742 at 4% or $78,494 at 6%; with 100% employer match about $88,306 at 4% or $58,871 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-6$381,894$42,387$7,065iApproximate average salary by contribution assumption: employee only about $176,613 at 4% or $117,742 at 6%; with 50% employer match about $117,742 at 4% or $78,494 at 6%; with 100% employer match about $88,306 at 4% or $58,871 at 6%.
201715$370,729$37,335$7,467iApproximate average salary by contribution assumption: employee only about $186,675 at 4% or $124,450 at 6%; with 50% employer match about $124,450 at 4% or $82,967 at 6%; with 100% employer match about $93,338 at 4% or $62,225 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-5$370,729$37,335$7,467iApproximate average salary by contribution assumption: employee only about $186,675 at 4% or $124,450 at 6%; with 50% employer match about $124,450 at 4% or $82,967 at 6%; with 100% employer match about $93,338 at 4% or $62,225 at 6%.
201615$280,524$42,543$8,509iApproximate average salary by contribution assumption: employee only about $212,715 at 4% or $141,810 at 6%; with 50% employer match about $141,810 at 4% or $94,540 at 6%; with 100% employer match about $106,358 at 4% or $70,905 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-5$280,524$42,543$8,509iApproximate average salary by contribution assumption: employee only about $212,715 at 4% or $141,810 at 6%; with 50% employer match about $141,810 at 4% or $94,540 at 6%; with 100% employer match about $106,358 at 4% or $70,905 at 6%.
201514$226,857$46,612$11,653iApproximate average salary by contribution assumption: employee only about $291,325 at 4% or $194,217 at 6%; with 50% employer match about $194,217 at 4% or $129,478 at 6%; with 100% employer match about $145,663 at 4% or $97,108 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-4$226,857$46,612$11,653iApproximate average salary by contribution assumption: employee only about $291,325 at 4% or $194,217 at 6%; with 50% employer match about $194,217 at 4% or $129,478 at 6%; with 100% employer match about $145,663 at 4% or $97,108 at 6%.
201415$190,317$35,684$7,137iApproximate average salary by contribution assumption: employee only about $178,420 at 4% or $118,947 at 6%; with 50% employer match about $118,947 at 4% or $79,298 at 6%; with 100% employer match about $89,210 at 4% or $59,473 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-5$190,317$35,684$7,137iApproximate average salary by contribution assumption: employee only about $178,420 at 4% or $118,947 at 6%; with 50% employer match about $118,947 at 4% or $79,298 at 6%; with 100% employer match about $89,210 at 4% or $59,473 at 6%.
201315$175,714$47,394$9,479iApproximate average salary by contribution assumption: employee only about $236,970 at 4% or $157,980 at 6%; with 50% employer match about $157,980 at 4% or $105,320 at 6%; with 100% employer match about $118,485 at 4% or $78,990 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-5$175,714$47,394$9,479iApproximate average salary by contribution assumption: employee only about $236,970 at 4% or $157,980 at 6%; with 50% employer match about $157,980 at 4% or $105,320 at 6%; with 100% employer match about $118,485 at 4% or $78,990 at 6%.
201215$98,007$29,257$5,851iApproximate average salary by contribution assumption: employee only about $146,285 at 4% or $97,523 at 6%; with 50% employer match about $97,523 at 4% or $65,016 at 6%; with 100% employer match about $73,143 at 4% or $48,762 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-5$98,007$29,257$5,851iApproximate average salary by contribution assumption: employee only about $146,285 at 4% or $97,523 at 6%; with 50% employer match about $97,523 at 4% or $65,016 at 6%; with 100% employer match about $73,143 at 4% or $48,762 at 6%.
201114$60,077$37,180$9,295iApproximate average salary by contribution assumption: employee only about $232,375 at 4% or $154,917 at 6%; with 50% employer match about $154,917 at 4% or $103,278 at 6%; with 100% employer match about $116,188 at 4% or $77,458 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-4$60,077$37,180$9,295iApproximate average salary by contribution assumption: employee only about $232,375 at 4% or $154,917 at 6%; with 50% employer match about $154,917 at 4% or $103,278 at 6%; with 100% employer match about $116,188 at 4% or $77,458 at 6%.
201013$27,361$26,310$8,770iApproximate average salary by contribution assumption: employee only about $219,250 at 4% or $146,167 at 6%; with 50% employer match about $146,167 at 4% or $97,444 at 6%; with 100% employer match about $109,625 at 4% or $73,083 at 6%.
Lloyd Financial Services Ltd. 401(K) Plan-3$27,361$26,310$8,770iApproximate average salary by contribution assumption: employee only about $219,250 at 4% or $146,167 at 6%; with 50% employer match about $146,167 at 4% or $97,444 at 6%; with 100% employer match about $109,625 at 4% or $73,083 at 6%.