Original filing (PDF)20250709100537NAL0005559201001

LOCKETT INC

Name: LOCKETT INC — LOCKETT INC 401(K) PLAN, Form 5500 (2024)
Creator: LOCKETT INC

Form 5500-SF

FILING_RECEIVED

LOCKETT INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCKETT INC.

Plan sponsor

Name

LOCKETT INC

EIN

84-1488827

Address

PO BOX 430 · BUENA VISTA, CO · 81211

Phone

(719) 207-0210

Industry

Real Estatesee 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

2025-07-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

LEE & ASSOCIATES - WBE, LLC

LEE & ASSOCIATES 401K PLAN

$829K · 8 participants

CAROLLO REAL ESTATE

CAROLLO REAL ESTATE - CHARTER 401(K)

$827K · 10 participants

HEATHER ROXBURGH REALTY, INC.

ROXBURGH REALTY SAFE HARBOR 401(K) PLAN

$829K · 3 participants

OMAN-GIBSON ASSOCIATES LLC

OMAN-GIBSON ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

$829K · 3 participants

COASTAL LUXURY RE INC

COASTAL LUXURY RE INC PENSION PLAN

$826K · 3 participants