2023 Form 5500 filing — Lockamy & Associates Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924133906NAL0012829393001) for Lockamy & Associates Inc. Retirement Plan, reported by Lockamy & Associates Inc. under EIN 81-4620983 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240924133906NAL0012829393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lockamy & Associates Inc.
- EIN
- 81-4620983
- Plan number
- 001
- Location
- Colleyville, TX
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $508,264
- Net assets (EOY)
- $508,264
- Total income / additions
- $405
- Total expenses
- $0
- Net increase / (decrease)
- $405
- Schedule source
- Schedule I