· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LOKEY, MOBLEY AND DOYLE, LLP — LOKEY, MOBLEY AND DOYLE, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916111644NAL0004205122001
LOKEY, MOBLEY AND DOYLE, LLP
Form 5500-SF
FILING_RECEIVED
LOKEY, MOBLEY AND DOYLE, LLP 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
10
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOKEY, MOBLEY AND DOYLE, LLP
.
Find decision makers
Plan sponsor
Name
LOKEY, MOBLEY AND DOYLE, LLP
EIN
58-0640942
Address
8425 DUNWOODY PLACE · ATLANTA, GA · 30350
Phone
(770) 640-9441
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
M. DAVID BLAKE D/B/A BLAKE LAW
BLAKE AND ASSOCIATES LAW FIRM RETIREMENT PLAN
$1.4M · 2 participants
LAW OFFICE OF MICHAEL E. GATTO PC
LAW OFFICE OF MICHAEL E. GATTO PC DEFINED BENEFIT PLAN & TRUST
$1.4M · 3 participants
NV INJURY LAW LLC
NV INJURY LAW RETIREMENT PLAN
$1.4M · 8 participants
CAPOBIANCO LAW OFFICES, PC
CAPOBIANCO LAW OFFICES, PC 401(K) P/S PLAN
$1.4M · 7 participants
SHIPMAN & ASSOCIATES, L.L.P.
SHIPMAN & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.4M · 4 participants
HORNUNG & SCIMONE P.C.
HORNUNG & SCIMONE, P.C. PROFIT SHARING PLAN
$1.4M · 15 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
