· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LINCOLN INTERNAL MEDICINE, P.A. — LINCOLN INTERNAL MEDICINE, P.A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415220135NAL0004105361088
LINCOLN INTERNAL MEDICINE, P.A.
Form 5500-SF
FILING_RECEIVED
LINCOLN INTERNAL MEDICINE, P.A. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
21
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
LINCOLN INTERNAL MEDICINE, P.A.
.
Find decision makers
Plan sponsor
Name
LINCOLN INTERNAL MEDICINE, P.A.
EIN
14-1858271
Address
607 S. GENERALS BLVD. · LINCOLNTON, NC · 28092
Phone
(704) 736-9188
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
CHRISTOPHER G. NELSON, M.D., P.A.
NELSON DERMATOLOGY 401(K) PLAN
$3.1M · 8 participants
OAK PARK PEDIATRICS LTD.
OAK PARK PEDIATRICS 401(K) PROFIT-SHARING PLAN & TRUST
$3.1M · 14 participants
DRUMHILL PEDIATRICS PLLC
DRUMHILL PEDIATRICS PLLC 401(K) PLAN
$3.1M · 13 participants
GENESIS DERMATOLOGY, INC.
GENESIS DERMATOLOGY, INC. 401(K) PLAN
$3.1M · 9 participants
CAMPUS ORAL & MAXILLOFACIAL SURGERY, P.C.
CAMPUS ORAL & MAXILLOFACIAL SURGERY P.C. SAFE-HARBOR 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 10 participants
PETER C. LIM, M.D., LTD.
PETER C. LIM, M.D., LTD. 401(K) PLAN
$3.1M · 19 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
