How big is Jimmy Lockhart, M.D., P.L.'s plan?

Jimmy Lockhart, M.D., P.L.'s plan reported $2.6M in assets and 3 participants for 2024.

Original filing (PDF)20250702090933NAL0019490576001

Jimmy Lockhart, M.D., P.L.

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

Form 5500-SF

FILING_RECEIVED

Jimmy Lockhart, M.D. 401(k) Plan

401(k) retirement plan · Jimmy Lockhart, M.D., P.L.'s Jimmy Lockhart, M.D. 401(k) Plan held $2.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Jimmy Lockhart signed Jimmy Lockhart, M.D., P.L.'s 2024 Form 5500 as plan administrator.

Jimmy 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

Jimmy Lockhart, M.D., P.L.'s EIN is 54-2169313.

EIN 54-2169313

Plan number 001

Plan year 2024

ACK ID 20250702090933NAL0019490576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jimmy Lockhart, M.D., P.L.'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 JIMMY LOCKHART, M.D., P.L..

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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