Civic Intelligence

Lake Norman Ophthalmology PLLC

Plan context: LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN

EIN 30-0226531 • Mooresville, NC • 35 filings • 5 plans

Suite CMooresville, NC 28117-5540
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$5,865,529

2025 Contributions

$2,598,402

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,865,529$2,932,765$0200420152025YearValue
$5,865,529Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

22110200420152025YearValue
20Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025220$5,865,529$2,598,402$129,920iApproximate average salary by contribution assumption: employee only about $3,248,003 at 4% or $2,165,335 at 6%; with 50% employer match about $2,165,335 at 4% or $1,443,557 at 6%; with 100% employer match about $1,624,001 at 4% or $1,082,668 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-20$5,865,529$2,598,402$129,920iApproximate average salary by contribution assumption: employee only about $3,248,003 at 4% or $2,165,335 at 6%; with 50% employer match about $2,165,335 at 4% or $1,443,557 at 6%; with 100% employer match about $1,624,001 at 4% or $1,082,668 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-0$0--
2024222$5,454,543$324,151$14,734iApproximate average salary by contribution assumption: employee only about $368,353 at 4% or $245,569 at 6%; with 50% employer match about $245,569 at 4% or $163,713 at 6%; with 100% employer match about $184,177 at 4% or $122,784 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-22$2,879,257$200,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-20$2,575,286$124,151$6,208iApproximate average salary by contribution assumption: employee only about $155,189 at 4% or $103,459 at 6%; with 50% employer match about $103,459 at 4% or $68,973 at 6%; with 100% employer match about $77,594 at 4% or $51,730 at 6%.
2023221$4,861,697$131,855$6,279iApproximate average salary by contribution assumption: employee only about $156,970 at 4% or $104,647 at 6%; with 50% employer match about $104,647 at 4% or $69,765 at 6%; with 100% employer match about $78,485 at 4% or $52,323 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-21$2,561,482$6,873$327iApproximate average salary by contribution assumption: employee only about $8,182 at 4% or $5,455 at 6%; with 50% employer match about $5,455 at 4% or $3,637 at 6%; with 100% employer match about $4,091 at 4% or $2,727 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-20$2,300,215$124,982$6,249iApproximate average salary by contribution assumption: employee only about $156,228 at 4% or $104,152 at 6%; with 50% employer match about $104,152 at 4% or $69,434 at 6%; with 100% employer match about $78,114 at 4% or $52,076 at 6%.
2022218$4,373,137$403,529$22,418iApproximate average salary by contribution assumption: employee only about $560,457 at 4% or $373,638 at 6%; with 50% employer match about $373,638 at 4% or $249,092 at 6%; with 100% employer match about $280,228 at 4% or $186,819 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-17$2,363,596$300,000$17,647iApproximate average salary by contribution assumption: employee only about $441,176 at 4% or $294,118 at 6%; with 50% employer match about $294,118 at 4% or $196,078 at 6%; with 100% employer match about $220,588 at 4% or $147,059 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-18$2,009,541$103,529$5,752iApproximate average salary by contribution assumption: employee only about $143,790 at 4% or $95,860 at 6%; with 50% employer match about $95,860 at 4% or $63,907 at 6%; with 100% employer match about $71,895 at 4% or $47,930 at 6%.
2021218$4,580,928$303,059$16,837iApproximate average salary by contribution assumption: employee only about $420,915 at 4% or $280,610 at 6%; with 50% employer match about $280,610 at 4% or $187,073 at 6%; with 100% employer match about $210,458 at 4% or $140,305 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-18$2,426,401$200,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-17$2,154,527$103,059$6,062iApproximate average salary by contribution assumption: employee only about $151,557 at 4% or $101,038 at 6%; with 50% employer match about $101,038 at 4% or $67,359 at 6%; with 100% employer match about $75,779 at 4% or $50,519 at 6%.
2020219$4,077,039$544,140$28,639iApproximate average salary by contribution assumption: employee only about $715,974 at 4% or $477,316 at 6%; with 50% employer match about $477,316 at 4% or $318,211 at 6%; with 100% employer match about $357,987 at 4% or $238,658 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-16$2,144,377$440,290$27,518iApproximate average salary by contribution assumption: employee only about $687,953 at 4% or $458,635 at 6%; with 50% employer match about $458,635 at 4% or $305,757 at 6%; with 100% employer match about $343,977 at 4% or $229,318 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-19$1,932,662$103,850$5,466iApproximate average salary by contribution assumption: employee only about $136,645 at 4% or $91,096 at 6%; with 50% employer match about $91,096 at 4% or $60,731 at 6%; with 100% employer match about $68,322 at 4% or $45,548 at 6%.
2019219$3,336,456$283,330$14,912iApproximate average salary by contribution assumption: employee only about $372,803 at 4% or $248,535 at 6%; with 50% employer match about $248,535 at 4% or $165,690 at 6%; with 100% employer match about $186,401 at 4% or $124,268 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-19$1,761,872$94,547$4,976iApproximate average salary by contribution assumption: employee only about $124,404 at 4% or $82,936 at 6%; with 50% employer match about $82,936 at 4% or $55,291 at 6%; with 100% employer match about $62,202 at 4% or $41,468 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-17$1,574,584$188,783$11,105iApproximate average salary by contribution assumption: employee only about $277,622 at 4% or $185,081 at 6%; with 50% employer match about $185,081 at 4% or $123,388 at 6%; with 100% employer match about $138,811 at 4% or $92,541 at 6%.
2018215$2,598,953$363,773$24,252iApproximate average salary by contribution assumption: employee only about $606,288 at 4% or $404,192 at 6%; with 50% employer match about $404,192 at 4% or $269,461 at 6%; with 100% employer match about $303,144 at 4% or $202,096 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-15$1,351,976$81,324$5,422iApproximate average salary by contribution assumption: employee only about $135,540 at 4% or $90,360 at 6%; with 50% employer match about $90,360 at 4% or $60,240 at 6%; with 100% employer match about $67,770 at 4% or $45,180 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-13$1,246,977$282,449$21,727iApproximate average salary by contribution assumption: employee only about $543,171 at 4% or $362,114 at 6%; with 50% employer match about $362,114 at 4% or $241,409 at 6%; with 100% employer match about $271,586 at 4% or $181,057 at 6%.
2017215$2,383,929$320,420$21,361iApproximate average salary by contribution assumption: employee only about $534,033 at 4% or $356,022 at 6%; with 50% employer match about $356,022 at 4% or $237,348 at 6%; with 100% employer match about $267,017 at 4% or $178,011 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-15$1,411,326$80,152$5,343iApproximate average salary by contribution assumption: employee only about $133,587 at 4% or $89,058 at 6%; with 50% employer match about $89,058 at 4% or $59,372 at 6%; with 100% employer match about $66,793 at 4% or $44,529 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-13$972,603$240,268$18,482iApproximate average salary by contribution assumption: employee only about $462,054 at 4% or $308,036 at 6%; with 50% employer match about $308,036 at 4% or $205,357 at 6%; with 100% employer match about $231,027 at 4% or $154,018 at 6%.
2016213$1,861,676$333,901$25,685iApproximate average salary by contribution assumption: employee only about $642,117 at 4% or $428,078 at 6%; with 50% employer match about $428,078 at 4% or $285,385 at 6%; with 100% employer match about $321,059 at 4% or $214,039 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-13$1,152,253$75,757$5,827iApproximate average salary by contribution assumption: employee only about $145,687 at 4% or $97,124 at 6%; with 50% employer match about $97,124 at 4% or $64,750 at 6%; with 100% employer match about $72,843 at 4% or $48,562 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-11$709,423$258,144$23,468iApproximate average salary by contribution assumption: employee only about $586,691 at 4% or $391,127 at 6%; with 50% employer match about $391,127 at 4% or $260,752 at 6%; with 100% employer match about $293,345 at 4% or $195,564 at 6%.
2015213$1,431,690$294,583$22,660iApproximate average salary by contribution assumption: employee only about $566,506 at 4% or $377,671 at 6%; with 50% employer match about $377,671 at 4% or $251,780 at 6%; with 100% employer match about $283,253 at 4% or $188,835 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-13$988,438$77,441$5,957iApproximate average salary by contribution assumption: employee only about $148,925 at 4% or $99,283 at 6%; with 50% employer match about $99,283 at 4% or $66,189 at 6%; with 100% employer match about $74,463 at 4% or $49,642 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-11$443,252$217,142$19,740iApproximate average salary by contribution assumption: employee only about $493,505 at 4% or $329,003 at 6%; with 50% employer match about $329,003 at 4% or $219,335 at 6%; with 100% employer match about $246,752 at 4% or $164,502 at 6%.
2014213$1,192,279$186,858$14,374iApproximate average salary by contribution assumption: employee only about $359,342 at 4% or $239,562 at 6%; with 50% employer match about $239,562 at 4% or $159,708 at 6%; with 100% employer match about $179,671 at 4% or $119,781 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-13$965,068$50,462$3,882iApproximate average salary by contribution assumption: employee only about $97,042 at 4% or $64,695 at 6%; with 50% employer match about $64,695 at 4% or $43,130 at 6%; with 100% employer match about $48,521 at 4% or $32,347 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-10$227,211$136,396$13,640iApproximate average salary by contribution assumption: employee only about $340,990 at 4% or $227,327 at 6%; with 50% employer match about $227,327 at 4% or $151,551 at 6%; with 100% employer match about $170,495 at 4% or $113,663 at 6%.
2013212$991,588$139,872$11,656iApproximate average salary by contribution assumption: employee only about $291,400 at 4% or $194,267 at 6%; with 50% employer match about $194,267 at 4% or $129,511 at 6%; with 100% employer match about $145,700 at 4% or $97,133 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-12$900,875$49,159$4,097iApproximate average salary by contribution assumption: employee only about $102,415 at 4% or $68,276 at 6%; with 50% employer match about $68,276 at 4% or $45,518 at 6%; with 100% employer match about $51,207 at 4% or $34,138 at 6%.
Lake Norman Ophthalmology PLLC Defined Benefit Plan-10$90,713$90,713$9,071iApproximate average salary by contribution assumption: employee only about $226,782 at 4% or $151,188 at 6%; with 50% employer match about $151,188 at 4% or $100,792 at 6%; with 100% employer match about $113,391 at 4% or $75,594 at 6%.
2012111$742,047$89,243$8,113iApproximate average salary by contribution assumption: employee only about $202,825 at 4% or $135,217 at 6%; with 50% employer match about $135,217 at 4% or $90,144 at 6%; with 100% employer match about $101,413 at 4% or $67,608 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-11$742,047$89,243$8,113iApproximate average salary by contribution assumption: employee only about $202,825 at 4% or $135,217 at 6%; with 50% employer match about $135,217 at 4% or $90,144 at 6%; with 100% employer match about $101,413 at 4% or $67,608 at 6%.
201119$604,479$93,272$10,364iApproximate average salary by contribution assumption: employee only about $259,089 at 4% or $172,726 at 6%; with 50% employer match about $172,726 at 4% or $115,151 at 6%; with 100% employer match about $129,544 at 4% or $86,363 at 6%.
LAKE NORMAN OPHTHALMOLOGY, PLLC 401K PLAN-9$604,479$93,272$10,364iApproximate average salary by contribution assumption: employee only about $259,089 at 4% or $172,726 at 6%; with 50% employer match about $172,726 at 4% or $115,151 at 6%; with 100% employer match about $129,544 at 4% or $86,363 at 6%.
201019$544,805$133,271$14,808iApproximate average salary by contribution assumption: employee only about $370,197 at 4% or $246,798 at 6%; with 50% employer match about $246,798 at 4% or $164,532 at 6%; with 100% employer match about $185,099 at 4% or $123,399 at 6%.
LAKE NORMAN OPTHALMOLOGY, PLLC 401K PLAN-9$544,805$133,271$14,808iApproximate average salary by contribution assumption: employee only about $370,197 at 4% or $246,798 at 6%; with 50% employer match about $246,798 at 4% or $164,532 at 6%; with 100% employer match about $185,099 at 4% or $123,399 at 6%.
200915$341,148$40,226$8,045iApproximate average salary by contribution assumption: employee only about $201,130 at 4% or $134,087 at 6%; with 50% employer match about $134,087 at 4% or $89,391 at 6%; with 100% employer match about $100,565 at 4% or $67,043 at 6%.
LAKE NORMAN OPTHALMOLOGY, P.A. 401(K) PLAN-5$341,148$40,226$8,045iApproximate average salary by contribution assumption: employee only about $201,130 at 4% or $134,087 at 6%; with 50% employer match about $134,087 at 4% or $89,391 at 6%; with 100% employer match about $100,565 at 4% or $67,043 at 6%.
200816$245,140$91,514$15,252iApproximate average salary by contribution assumption: employee only about $381,308 at 4% or $254,206 at 6%; with 50% employer match about $254,206 at 4% or $169,470 at 6%; with 100% employer match about $190,654 at 4% or $127,103 at 6%.
LAKE NORMAN OPTHALMOLOGY, PLLC 401K PLAN-6$245,140$91,514$15,252iApproximate average salary by contribution assumption: employee only about $381,308 at 4% or $254,206 at 6%; with 50% employer match about $254,206 at 4% or $169,470 at 6%; with 100% employer match about $190,654 at 4% or $127,103 at 6%.
200716$0$0-
LAKE NORMAN OPTHALMOLOGY, PLLC 401K PLAN-6---
200616$229,842$79,202$13,200iApproximate average salary by contribution assumption: employee only about $330,008 at 4% or $220,006 at 6%; with 50% employer match about $220,006 at 4% or $146,670 at 6%; with 100% employer match about $165,004 at 4% or $110,003 at 6%.
LAKE NORMAN OPHTHALMOLOGY, P.L.L.C. 401K PLAN-6$229,842$79,202$13,200iApproximate average salary by contribution assumption: employee only about $330,008 at 4% or $220,006 at 6%; with 50% employer match about $220,006 at 4% or $146,670 at 6%; with 100% employer match about $165,004 at 4% or $110,003 at 6%.
200514$111,868$61,899$15,475iApproximate average salary by contribution assumption: employee only about $386,869 at 4% or $257,913 at 6%; with 50% employer match about $257,913 at 4% or $171,942 at 6%; with 100% employer match about $193,434 at 4% or $128,956 at 6%.
LAKE NORMAN OPHTHALMOLOGY, P.L.L.C. 401K PLAN-4$111,868$61,899$15,475iApproximate average salary by contribution assumption: employee only about $386,869 at 4% or $257,913 at 6%; with 50% employer match about $257,913 at 4% or $171,942 at 6%; with 100% employer match about $193,434 at 4% or $128,956 at 6%.
200414$43,051$43,051$10,763iApproximate average salary by contribution assumption: employee only about $269,069 at 4% or $179,379 at 6%; with 50% employer match about $179,379 at 4% or $119,586 at 6%; with 100% employer match about $134,534 at 4% or $89,690 at 6%.
LAKE NORMAN OPHTHALMOLOGY, P.L.L.C. 401K PLAN-4$43,051$43,051$10,763iApproximate average salary by contribution assumption: employee only about $269,069 at 4% or $179,379 at 6%; with 50% employer match about $179,379 at 4% or $119,586 at 6%; with 100% employer match about $134,534 at 4% or $89,690 at 6%.