2023 Form 5500 filing — Locke Supply Co. 401(K) 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 20241013100815NAL0025795265001) for Locke Supply Co. 401(K) Plan, reported by Locke Supply Co. under EIN 73-0689366 and plan number 002. It reports 1,442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31.7MReported net assets$31,728,705
Participants1.4K1,442
Provider compensation$105.5K1 Schedule C row(s)$105,550
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013100815NAL0025795265001
Plan sponsor
Locke Supply Co.
EIN
73-0689366
Plan number
002
Location
Oklahoma City, OK
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$31.7M total assets
Net assets$31.7MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$4.1M
Benefits paid / distributions$3.8M
Contributions
Employer$1.4M
Participant$3.8M
Full reported line items
Total assets (EOY)
$31,728,705
Total liabilities (EOY)
$0
Net assets (EOY)
$31,728,705
Employer contributions
$1,396,361
Participant contributions
$3,784,048
Total income / additions
$9,733,275
Benefits paid
$3,809,220
Administrative expenses
$105,550
Total expenses
$4,104,130
Net increase / (decrease)
$5,629,145

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$105,550$0

Related Form 5500 pages