How many benefit plans does The Lockwood Group, LLC report on Form 5500?

The Lockwood Group, LLC (EIN 20-8025205) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Lockwood Group, LLC?

The Employer Identification Number (EIN) reported for The Lockwood Group, LLC is 20-8025205.

What is the latest Form 5500 filing year for The Lockwood Group, LLC?

The latest loaded Form 5500 filing year for The Lockwood Group, LLC is 2023.

The Lockwood Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Lockwood Group, LLC (EIN 20-8025205) is a plan sponsor located in Stamford, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-8025205
Location: Stamford, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $34,420,931
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $34,420,931

Contributions & income

Employer contributions: $1,819,172
Participant contributions: $4,344,291
Total income / additions: $12,059,165

Expenses & distributions

Benefits paid / distributions: $2,660,749
Total expenses: $2,665,286
Net increase / (decrease): $9,393,879

Coverage

Total reported participants: 791
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Lockwood Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Lockwood Group, LLC 401k Profit Sharing Plan & Trust	001	419	$34,420,931	2023
The Lockwood Group Health And Welfare Plan	501	372	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Lockwood Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Lockwood Group Health And Welfare Plan	372	C	20240710140636NAL0009649331001
2023	The Lockwood Group, LLC 401k Profit Sharing Plan & Trust	419	H, C	20241015062331NAL0028874433001