Lloyd & Hogan PC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Lloyd & Hogan PC
  • Sponsor EIN: 203350726
  • Sponsor Address: 2871 ACTON RD, STE 201, BIRMINGHAM, AL, 352432560
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$0$0$0
20230$618,502$2,078$6,075
20225$550,388$3,427$6,282

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