LOCKHART COMPANIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCKHART 401(K)/RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : LOCKHART 401(K)/RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-28 | 107986 |
| Net assets as of the end of the plan year | 2025-05-28 | 5794942 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 4938754 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 252405 |
| Value of participant loans at end of plan year | 2025-05-28 | 201649 |
| Other expenses paid from plan in this plan year | 2025-05-28 | 0 |
| Other contributions to plan in this plan year | 2025-05-28 | 0 |
| Other income to plan in this plan year | 2025-05-28 | 564883 |
| Plan net income in this plan year | 2025-05-28 | 856188 |
| Net assets as of the end of the plan year | 2025-05-28 | 5794942 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 4938754 |
| Employer contributions to plan in this plan year | 2025-05-28 | 146886 |
| Fees paid to broker by Benefit Provider | 2025-05-28 | 18386 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 1344 |
| 2024 : LOCKHART 401(K)/RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-01 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-01 | 86682 |
| Net assets as of the end of the plan year | 2024-07-01 | 4938754 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 4192072 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 238551 |
| Value of participant loans at end of plan year | 2024-07-01 | 132937 |
| Other expenses paid from plan in this plan year | 2024-07-01 | 0 |
| Other contributions to plan in this plan year | 2024-07-01 | 0 |
| Other income to plan in this plan year | 2024-07-01 | 557970 |
| Plan net income in this plan year | 2024-07-01 | 746682 |
| Net assets as of the end of the plan year | 2024-07-01 | 4938754 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 4192072 |
| Employer contributions to plan in this plan year | 2024-07-01 | 36843 |
| Fees paid to broker by Benefit Provider | 2024-07-01 | 15342 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 1283 |
| 2022 : LOCKHART 401(K)/RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 353411 |
| Net assets as of the end of the plan year | 2022-06-02 | 4605172 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 4326388 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 470000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 210383 |
| Value of participant loans at end of plan year | 2022-06-02 | 245078 |
| Other expenses paid from plan in this plan year | 2022-06-02 | 0 |
| Other contributions to plan in this plan year | 2022-06-02 | 0 |
| Other income to plan in this plan year | 2022-06-02 | 397312 |
| Plan net income in this plan year | 2022-06-02 | 278784 |
| Net assets as of the end of the plan year | 2022-06-02 | 4605172 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 4326388 |
| Employer contributions to plan in this plan year | 2022-06-02 | 24500 |
| Fees paid to broker by Benefit Provider | 2022-06-02 | 14343 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 1081 |
