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JOHN LOCKE FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameJOHN LOCKE FOUNDATION 401(K) PLAN
Plan identification number 002

JOHN LOCKE FOUNDATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE JOHN LOCKE FOUNDATION INC has sponsored the creation of one or more 401k plans.

Company Name:THE JOHN LOCKE FOUNDATION INC
Employer identification number (EIN):561656943
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE JOHN LOCKE FOUNDATION INC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0245978

More information about THE JOHN LOCKE FOUNDATION INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LOCKE FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CARRIE LEGGINS2024-05-06 CARRIE LEGGINS2024-05-06
0022022-01-01CARRIE LEGGINS2023-09-12 CARRIE LEGGINS2023-09-12
0022021-01-01CARRIE LEGGINS2022-07-21 CARRIE LEGGINS2022-07-21

Financial Data on JOHN LOCKE FOUNDATION 401(K) PLAN

Measure Date Value
2025 : JOHN LOCKE FOUNDATION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-3050494
Net assets as of the end of the plan year2025-09-30813202
Total assets as of the beginning of the plan year2025-09-30546674
Value of plan covered by a fidelity bond2025-09-30500000
Participant contributions to plan in this plan year2025-09-30141479
Value of participant loans at end of plan year2025-09-3021925
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-3012171
Other income to plan in this plan year2025-09-3080791
Plan net income in this plan year2025-09-30266528
Net assets as of the end of the plan year2025-09-30813202
Net assets as of the beginning of the plan year2025-09-30546674
Employer contributions to plan in this plan year2025-09-3082581
Fees paid to broker by Benefit Provider2025-09-302273
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30506
2024 : JOHN LOCKE FOUNDATION 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total liabilities as of the end of the plan year2024-05-060
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-06210082
Net assets as of the end of the plan year2024-05-06546674
Total assets as of the beginning of the plan year2024-05-06453991
Value of plan covered by a fidelity bond2024-05-06500000
Participant contributions to plan in this plan year2024-05-06134266
Value of participant loans at end of plan year2024-05-0633599
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-060
Other income to plan in this plan year2024-05-0693801
Plan net income in this plan year2024-05-0692683
Net assets as of the end of the plan year2024-05-06546674
Net assets as of the beginning of the plan year2024-05-06453991
Value of contributions failed to transmitted timely2024-05-06347
Employer contributions to plan in this plan year2024-05-0674698
Fees paid to broker by Benefit Provider2024-05-062043
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-061019

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