Jeffrey D. Lloyd, D.D.S. Inc.
Plan context: JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN
EIN 95-3250139 • Tustin, CA • 25 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$1,855,268
2018 Contributions
$58,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2017 | 1 | 2 | $1,855,268 | $0 | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 2 | $1,855,268 | $0 | - |
| 2016 | 1 | 3 | $1,834,460 | $58,000 | $19,333iApproximate average salary by contribution assumption: employee only about $483,333 at 4% or $322,222 at 6%; with 50% employer match about $322,222 at 4% or $214,815 at 6%; with 100% employer match about $241,667 at 4% or $161,111 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 3 | $1,834,460 | $58,000 | $19,333iApproximate average salary by contribution assumption: employee only about $483,333 at 4% or $322,222 at 6%; with 50% employer match about $322,222 at 4% or $214,815 at 6%; with 100% employer match about $241,667 at 4% or $161,111 at 6%. |
| 2015 | 1 | 6 | $1,632,526 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 6 | $1,632,526 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2014 | 1 | 6 | $1,620,136 | $48,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 6 | $1,620,136 | $48,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2013 | 1 | 6 | $1,604,310 | $54,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 6 | $1,604,310 | $54,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2012 | 1 | 6 | $1,450,559 | $50,533 | $8,422iApproximate average salary by contribution assumption: employee only about $210,554 at 4% or $140,369 at 6%; with 50% employer match about $140,369 at 4% or $93,580 at 6%; with 100% employer match about $105,277 at 4% or $70,185 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 6 | $1,450,559 | $50,533 | $8,422iApproximate average salary by contribution assumption: employee only about $210,554 at 4% or $140,369 at 6%; with 50% employer match about $140,369 at 4% or $93,580 at 6%; with 100% employer match about $105,277 at 4% or $70,185 at 6%. |
| 2011 | 1 | 6 | $1,259,151 | $49,500 | $8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 6 | $1,259,151 | $49,500 | $8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| 2010 | 1 | 5 | $1,230,807 | $51,000 | $10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 5 | $1,230,807 | $51,000 | $10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%. |
| 2009 | 1 | 5 | $1,117,417 | $57,308 | $11,462iApproximate average salary by contribution assumption: employee only about $286,540 at 4% or $191,027 at 6%; with 50% employer match about $191,027 at 4% or $127,351 at 6%; with 100% employer match about $143,270 at 4% or $95,513 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PENSION PLAN | - | 5 | $1,117,417 | $57,308 | $11,462iApproximate average salary by contribution assumption: employee only about $286,540 at 4% or $191,027 at 6%; with 50% employer match about $191,027 at 4% or $127,351 at 6%; with 100% employer match about $143,270 at 4% or $95,513 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,007,809 | $45,413 | $11,353iApproximate average salary by contribution assumption: employee only about $283,831 at 4% or $189,221 at 6%; with 50% employer match about $189,221 at 4% or $126,147 at 6%; with 100% employer match about $141,916 at 4% or $94,610 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 4 | $1,007,809 | $45,413 | $11,353iApproximate average salary by contribution assumption: employee only about $283,831 at 4% or $189,221 at 6%; with 50% employer match about $189,221 at 4% or $126,147 at 6%; with 100% employer match about $141,916 at 4% or $94,610 at 6%. |
| 2005 | 2 | 4 | $1,194,815 | $811,534 | $202,884iApproximate average salary by contribution assumption: employee only about $5,072,088 at 4% or $3,381,392 at 6%; with 50% employer match about $3,381,392 at 4% or $2,254,261 at 6%; with 100% employer match about $2,536,044 at 4% or $1,690,696 at 6%. |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 4 | $1,194,815 | $811,534 | $202,884iApproximate average salary by contribution assumption: employee only about $5,072,088 at 4% or $3,381,392 at 6%; with 50% employer match about $3,381,392 at 4% or $2,254,261 at 6%; with 100% employer match about $2,536,044 at 4% or $1,690,696 at 6%. |
| Jeffrey D. Lloyd, D.D.S. Inc. Money Purchase Plan | - | 0 | - | - | - |
| 2004 | 2 | 3 | $1,037,082 | $43,076 | $14,359iApproximate average salary by contribution assumption: employee only about $358,967 at 4% or $239,311 at 6%; with 50% employer match about $239,311 at 4% or $159,541 at 6%; with 100% employer match about $179,483 at 4% or $119,656 at 6%. |
| Jeffrey D. Lloyd, D.D.S. Inc. Money Purchase Plan | - | 3 | $691,956 | - | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 3 | $345,126 | $43,076 | $14,359iApproximate average salary by contribution assumption: employee only about $358,967 at 4% or $239,311 at 6%; with 50% employer match about $239,311 at 4% or $159,541 at 6%; with 100% employer match about $179,483 at 4% or $119,656 at 6%. |
| 2003 | 2 | 3 | $0 | $0 | - |
| Jeffrey D. Lloyd, D.D.S. Inc. Money Purchase Plan | - | 3 | - | - | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2002 | 2 | 3 | $0 | $0 | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| Jeffrey D. Lloyd, D.D.S. Inc. Money Purchase Plan | - | 3 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Jeffrey D. Lloyd, D.D.S. Inc. Money Purchase Plan | - | 5 | - | - | - |
| JEFFREY D. LLOYD, D.D.S., APC DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Jeffrey D. Lloyd, D.D.S. Inc. Money Purchase Plan | - | 5 | - | - | - |
| 1999 | 1 | 6 | $473,881 | $28,000 | $4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%. |
| Jeffrey D. Lloyd, D.D.S. Inc. Money Purchase Plan | - | 6 | $473,881 | $28,000 | $4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%. |