How big is Lake Norman Financial Group's plan?

Lake Norman Financial Group's plan reported $332K in assets and 3 participants for 2024.

Original filing (PDF)20251021181800NAL0003870178001

Lake Norman Financial Group

Name: Lake Norman Financial Group — Lake Norman Financial, Form 5500 (2024)
Creator: Lake Norman Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Norman Financial Group 401(k) Plan

401(k) retirement plan · Lake Norman Financial Group's Lake Norman Financial Group 401(k) Plan held $332K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

Plan identifiers

Lake Norman Financial Group's EIN is 20-2901935.

EIN 20-2901935

Plan number 001

Plan year 2024

ACK ID 20251021181800NAL0003870178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lake Norman Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lake Norman Financial Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE NORMAN FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score