How big is Lockhart & Lockhart, P.L.L.C.'s plan?

Lockhart & Lockhart, P.L.L.C.'s plan reported $345K in assets and 5 participants for 2024.

Original filing (PDF)20250529125531NAL0004816851001

Lockhart & Lockhart, P.L.L.C.

Name: Lockhart & Lockhart, P.L.L.C. — Lockhart & Lockhart, Form 5500 (2024)
Creator: Lockhart & Lockhart, P.L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lockhart & Lockhart 401(k) Retirement Plan

401(k) retirement plan · Lockhart & Lockhart, P.L.L.C.'s Lockhart & Lockhart 401(k) Retirement Plan held $345K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

People on this filing

Dr. Bryan Lockhart signed Lockhart & Lockhart, P.L.L.C.'s 2024 Form 5500 as plan administrator.

Dr. Bryan Lockhart — 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

Lockhart & Lockhart, P.L.L.C.'s EIN is 47-1152734.

EIN 47-1152734

Plan number 001

Plan year 2024

ACK ID 20250529125531NAL0004816851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lockhart & Lockhart, P.L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lockhart & Lockhart, P.L.L.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCKHART & LOCKHART, P.L.L.C..

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LOCKHART & LOCKHART, P.L.L.C.

EIN

all filings

Address

2620 WEST ARROWOOD RD. STE. 102 · CHARLOTTE, NC · 28273

Phone

(704) 269-8495

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator