Lakeland Medical Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lakeland Medical Associates
  • Sponsor EIN: 751662981
  • Sponsor Address: 117 MEDICAL CIR, ATHENS, TX, 75751
  • Plan Type: 401(k)
  • Total Participants: 98
  • Total Assets: $18.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202498$18.1M$763,997$542,538
202381$16.9M$887,865$514,578
202281$13.5M$722,877$500,800

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