Lockamy & Associates INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lockamy & Associates INC.
  • Sponsor EIN: 814620983
  • Sponsor Address: 5005 OVERHILL DRIVE, COLLEYVILLE, TX, 76034
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $567,693

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$567,693$0$0
20232$508,264$0$0
20222$507,859$0$0

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