How big is Campbell & Lineberry PC's plan?

Campbell & Lineberry PC's plan reported $2.7M in assets and 9 participants for 2022.

Original filing (PDF)20231004094217NAL0039923154001

Campbell & Lineberry PC

Name: Campbell & Lineberry PC — Campbell & Lineberry PC, Form 5500 (2022)
Creator: Campbell & Lineberry PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Campbell & Lineberry PC 401(k) Plan

401(k) retirement plan · Campbell & Lineberry PC's Campbell & Lineberry PC 401(k) Plan held $2.7M in plan assets for 9 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

LISA Lloyd signed Campbell & Lineberry PC's 2022 Form 5500 as plan administrator.

LISA Lloyd — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Campbell & Lineberry PC's EIN is 26-0662283.

EIN 26-0662283

Plan number 002

Plan year 2022

ACK ID 20231004094217NAL0039923154001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Campbell & Lineberry PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Campbell & Lineberry PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAMPBELL & LINEBERRY PC.

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Plan health score

Above-average plan

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

Knocking points off