How big is Lake Norman Pediatrics, PA's plan?

Lake Norman Pediatrics, PA's plan reported $191K in assets for 2024.

Original filing (PDF)20250617084912NAL0001453633001

Lake Norman Pediatrics, PA

Name: Lake Norman Pediatrics, PA — Form 5500 (2024)
Creator: Lake Norman Pediatrics, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lake Norman Pediatrics, PA reported $191K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

People on this filing

KIM Cavin signed Lake Norman Pediatrics, PA's 2024 Form 5500 as plan administrator.

KIM Cavin — 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 Pediatrics, PA's EIN is 56-2089268.

EIN 56-2089268

Plan number 001

Plan year 2024

ACK ID 20250617084912NAL0001453633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lake Norman Pediatrics, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lake Norman Pediatrics, PA'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 LAKE NORMAN PEDIATRICS, PA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

LAKE NORMAN PEDIATRICS, PA

EIN

all filings

Address

656 CARPENTER AVE · MOORESVILLE, NC · 28115

Phone

(704) 664-5133

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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