· 2022–2024 · DOL EFAST2

Lake Norman Ophthalmology, PLLC — Lake Norman, Form 5500 (2025)

Original filing (PDF)20260416092031NAL0027929584001

Lake Norman Ophthalmology, PLLC

Form 5500-SF

FILING_RECEIVED

Lake Norman Ophthalmology, PLLC 401(k) Plan

401(k) retirement plan · Lake Norman Ophthalmology, PLLC's Lake Norman Ophthalmology, PLLC 401(k) Plan held $5.9M in plan assets for 16 participants in 2025.

Active participants

16

Accounts w/ balance

20

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LAKE NORMAN OPHTHALMOLOGY, PLLC

EIN

30-0226531all filings

Address

SUITE C · MOORESVILLE, NC · 281175540

Phone

(704) 663-7226

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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