Luke & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Luke & Associates, Inc. 401(k) Plan Facts

Plan name
LUKE & ASSOCIATES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LUKE & ASSOCIATES, INC.
Participants
921 (651 active employees)
Former employees with a balance
235
Plan assets
$4,890,965 at Dec 31, 2022
Average account balance
$11,322 across 432 accounts
Recordkeeper
John Hancock (u.s.a.)
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jul 1, 2005
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Feb 28, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $1.39 million went into the plan in contributions.
  • $629,509 was paid out to participants.
  • Administrative expenses were $74,692, about $173 per account.

How the Luke & Associates, Inc. 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017291$2.34 million$403,444$189,726
2018272$2.10 million$504,342$923,755
2019397$3.29 million$551,302$518,594
2020719$4.01 million$0$922,172
2021939$5.14 million—$612,201
2022921$4.89 million—$629,509

Luke & Associates, Inc. 401(k) Contact Information

Phone
321-452-4601
Mailing address
375 COMMERCE PARKWAY SUITE 103, ROCKLEDGE FL 32955
Plan sponsor
LUKE & ASSOCIATES, INC.
Employer identification number (EIN)
20-1117185
Plan number
001

Questions about the Luke & Associates, Inc. 401(k)

Does Luke & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Luke & Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Luke & Associates, Inc 401(k) plan?

921 participants at the start of plan year 2022, 651 of them active employees, and 235 former employees who still had money in the plan.

What is the average 401(k) balance at Luke & Associates, Inc?

About $11,322 per account: $4.89 million in plan assets across 432 accounts with a balance at the end of plan year 2022.

Who manages the Luke & Associates, Inc 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK (U.S.A.)) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Luke & Associates, Inc. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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