Locke Supply Co. 401(K) Plan — Form 5500 plan (Locke Supply Co.)

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, Locke Supply Co. 401(K) Plan is a benefit plan reported by Locke Supply Co. under EIN 73-0689366 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,442 participants and $31,728,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Locke Supply Co.
EIN
73-0689366
Plan number
002
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
1,442
End-of-year plan assets
$31,728,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,442H, C20241013100815NAL0025795265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,728,705
Total liabilities (EOY)
$0
Net assets (EOY)
$31,728,705
Net assets (BOY)
$26,099,560

Income & contributions

Employer contributions
$1,396,361
Participant contributions
$3,784,048
Total contributions
$5,293,123
Total income / additions
$9,733,275

Expenses & distributions

Benefits paid
$3,809,220
Administrative expenses
$105,550
Total expenses
$4,104,130
Net increase / (decrease)
$5,629,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$105,550$02023

Related Form 5500 pages