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JJ LUCKEY & COMPANY 401(K) PS PLAN 401k Plan overview

Plan NameJJ LUCKEY & COMPANY 401(K) PS PLAN
Plan identification number 001

JJ LUCKEY & COMPANY 401(K) PS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='592513836' AND PlanID='001'

401k Sponsoring company profile

JJ LUCKEY & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JJ LUCKEY & COMPANY
Employer identification number (EIN):592513836
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JJ LUCKEY & COMPANY 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHERYL LUCKEY2024-10-14

Financial Data on JJ LUCKEY & COMPANY 401(K) PS PLAN

Measure Date Value
2025 : JJ LUCKEY & COMPANY 401(K) PS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-171771
Net assets as of the end of the plan year2025-07-1758681
Total assets as of the beginning of the plan year2025-07-1715417
Participant contributions to plan in this plan year2025-07-1731423
Other income to plan in this plan year2025-07-174567
Plan net income in this plan year2025-07-1743264
Net assets as of the end of the plan year2025-07-1758681
Net assets as of the beginning of the plan year2025-07-1715417
Employer contributions to plan in this plan year2025-07-179045
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-171771
2024 : JJ LUCKEY & COMPANY 401(K) PS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1480
Net assets as of the end of the plan year2024-10-1415417
Total assets as of the beginning of the plan year2024-10-140
Participant contributions to plan in this plan year2024-10-1412380
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-141018
Plan net income in this plan year2024-10-1415417
Net assets as of the end of the plan year2024-10-1415417
Net assets as of the beginning of the plan year2024-10-140
Employer contributions to plan in this plan year2024-10-142099
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1480

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