Locke Supply Co. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Locke Supply Co. under EIN 73-0689366 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,301 participants and $310,564,256 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
- 003
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 1,301
- End-of-year plan assets
- $310,564,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,301 | H | 20241004094510NAL0011271649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $310,564,256
- Total liabilities (EOY)
- $67,773,309
- Net assets (EOY)
- $242,790,947
- Net assets (BOY)
- $239,531,133
Income & contributions
- Employer contributions
- $12,000,000
- Total contributions
- $12,000,000
- Total income / additions
- $30,168,861
Expenses & distributions
- Benefits paid
- $25,585,598
- Administrative expenses
- $0
- Total expenses
- $26,909,047
- Net increase / (decrease)
- $3,259,814
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.