How big is Lake Norman Logistics' plan?

Lake Norman Logistics' plan reported $3.2M in assets and 4 participants for 2023.

Original filing (PDF)20240430125904NAL0024211217001

Lake Norman Logistics

Name: Lake Norman Logistics — Lake Norman Logistics 401(k), Form 5500 (2023)
Creator: Lake Norman Logistics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Norman Logistics 401(k) Plan

401(k) retirement plan · Lake Norman Logistics' Lake Norman Logistics 401(k) Plan held $3.2M in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Cindy R Adcock signed Lake Norman Logistics' 2023 Form 5500 as plan administrator.

Cindy R Adcock — 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

Lake Norman Logistics' EIN is 56-2061127.

EIN 56-2061127

Plan number 001

Plan year 2023

ACK ID 20240430125904NAL0024211217001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lake Norman Logistics from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lake Norman Logistics' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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