| Plan Name | LOCKE EQUIPMENT SALES COMPANY INC. & ASSOCIATED |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LOCKE EQUIPMENT SALES COMPANY, INC. |
| Employer identification number (EIN): | 480802210 |
| NAIC Classification: | 423700 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-01-01 | JOLYNN LOCKE | 2019-10-02 | JOLYNN LOCKE | 2019-10-02 |
| 001 | 2017-01-01 | JOLYNN LOCKE | 2018-10-11 | JOLYNN LOCKE | 2018-10-11 |
| 001 | 2016-01-01 | JOLYNN LOCKE | 2017-10-11 | JOLYNN LOCKE | 2017-10-11 |
| 001 | 2015-01-01 | JOLYNN LOCKE | 2016-10-05 | JOLYNN LOCKE | 2016-10-05 |
| 001 | 2014-07-01 | JOLYNN LOCKE | 2015-09-21 | JOLYNN LOCKE | 2015-09-21 |
| 001 | 2013-07-01 | JOLYNN LOCKE | 2014-09-08 | JOLYNN LOCKE | 2014-10-28 |
| 001 | 2012-07-01 | JOLYNN LOCKE | 2013-11-15 | JOLYNN LOCKE | 2013-11-15 |
| 001 | 2011-07-01 | JOLYNN LOCKE | 2013-11-15 | JOLYNN LOCKE | 2013-11-15 |
| 001 | 2010-07-01 | JOLYNN LOCKE | 2013-11-15 | JOLYNN LOCKE | 2013-11-15 |
| 001 | 2008-07-01 | JOLYNN LOCKE |
| Measure | Date | Value |
|---|---|---|
| 2009 : LOCKE EQUIPMENT SALES COMPANY INC. & ASSOCIATED 2009 401k financial data | ||
| Total income from all sources | 2009-06-30 | $12,210 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $32,181 |
| Benefits paid (including direct rollovers) | 2009-06-30 | $31,441 |
| Total plan assets at end of year | 2009-06-30 | $411,243 |
| Total plan assets at beginning of year | 2009-06-30 | $431,214 |
| Value of fidelity bond covering the plan | 2009-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2009-06-30 | $73,120 |
| Expenses. Other expenses not covered elsewhere | 2009-06-30 | $740 |
| Contributions received from other sources (not participants or employers) | 2009-06-30 | $9,783 |
| Other income received | 2009-06-30 | $-90,240 |
| Net income (gross income less expenses) | 2009-06-30 | $-19,971 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $411,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $431,214 |
| Total contributions received or receivable from employer(s) | 2009-06-30 | $19,547 |
| 2008: LOCKE EQUIPMENT SALES COMPANY INC. & ASSOCIATED 2008 form 5500 responses | ||
|---|---|---|
| 2008-07-01 | Type of plan entity | Mulitple employer plan |
| 2008-07-01 | Submission has been amended | Yes |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Insurance | Yes |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-07-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 4-53233 |
| Policy instance | 1 |