· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAKE NORMAN MARINA, INC. — LAKE NORMAN MARINA, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006131944NAL0001886051001
LAKE NORMAN MARINA, INC.
Form 5500-SF
FILING_RECEIVED
LAKE NORMAN MARINA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
40
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAKE NORMAN MARINA, INC.
.
Find decision makers
Plan sponsor
Name
LAKE NORMAN MARINA, INC.
EIN
56-1052956
Address
6965 NC HIGHWAY 150 E · SHERRILLS FORD, NC · 28673
Phone
(704) 483-5546
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
TWIN TOWER SERVICES INC.
TWIN TOWER SERVICES INC.-WINEGAR WORKS PROFIT-SHARING PLAN
$3.2M · 4 participants
ERICKSON MARINE, INC.
ERICKSON MARINE, INC. EMPLOYEE SAVINGS PLAN
$3.2M · 17 participants
WILLIAM J. PETZOLD, INC.
PETZOLD MARINE CENTER 401(K) RETIREMENT PLAN
$3.2M · 30 participants
ACTION WATER SPORTS OF FENTON, LLC
ACTION WATER SPORTS OF FENTON, LLC 401(K) PLAN
$3.4M · 32 participants
BAYONNE DRYDOCK & REPAIR CORP.
BAYONNE DRYDOCK & REPAIR CORP. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.4M · 27 participants
CJBBB, INC. D/B/A PHOENIX BOATS
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 116 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
