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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$31.7MPlan net assets, end of year$31,728,705
Participants1.4KCovered participants reported1,442
Assets / participant$22KComputed: assets ÷ participants$22,003 (computed)
Provider compensation$105.5K1 Schedule C provider row(s)$105,550
- Plan sponsor
- Locke Supply Co.
- EIN
- 73-0689366
- Plan number
- 002
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,442 | H, C | 20241013100815NAL0025795265001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$31.7M total assets
Net assets$31.7MLiabilities$0
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $105,550 | $0 | 2023 |