Original filing (PDF)20250528103252NAL0006943265001

LAKE NORMAN MOTOR SALES LLC

Name: LAKE NORMAN MOTOR SALES LLC — TOYOTA SCION OF NORTH CHARLOTTE 401K PLAN, Form 5500 (2024)
Creator: LAKE NORMAN MOTOR SALES LLC

Form 5500

FILING_RECEIVED

TOYOTA SCION OF NORTH CHARLOTTE 401K PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKE NORMAN MOTOR SALES LLC.

Plan sponsor

Name

LAKE NORMAN MOTOR SALES LLC

EIN

62-1850437

Address

13429 STATESVILLE RD · HUNTERSVILLE, NC · 28078

Phone

(407) 298-4500

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-20

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$6K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	$0	—

1–1 of 1

Related plans

Other plans using AMERICAN UNITED LIFE INSURANCE CO

ONEAMERICA FINANCIAL PARTNERS INC.

AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST

$506.6M · 1,607 participants

MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.

THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO)

$394.8M · 2,981 participants

UNION HOSPITAL, INC.

UNION HEALTH 403(B)RETIREMENT PLAN

$232.8M · 3,369 participants

KODIAK GYPSUM MOUNTAIN STATES LLC

KODIAK BP 401K PLAN

$193.5M · 5,941 participants

GREGORY POOLE EQUIPMENT COMPANY