Plain-English plan 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 Companies 401(K) Plan is a benefit plan reported by Lockwood Companies, L.L.C. under EIN 20-2052792 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $3,296,445 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,296,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,296,445
- Net assets (BOY)
- $2,744,757
Income & contributions
- Employer contributions
- $62,205
- Participant contributions
- $429,480
- Total contributions
- $491,685
- Total income / additions
- $944,530
Expenses & distributions
- Benefits paid
- $363,934
- Administrative expenses
- $27,275
- Total expenses
- $392,842
- Net increase / (decrease)
- $551,688