P 401(k) Plan Report

Stable plan record

LOCKARD & WHITE, INC. EMPLOYEE 401(K) RETIREMENT PLAN

Sponsored by LOCKARD & WHITE, INC. · EIN/PN 760192321-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,015
Administrative cost per participant
2025
Not reported
Active participants
2025
26
Total plan assets
2025
$4,127,525
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260327100131NAL000718001600126$1,015
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.