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  2. Lockhart & Lockhart, P.L.L.C.

Filings through Oct 24, 2026.

Lockhart & Lockhart, P.L.L.C.

EIN 47-1152734-Health Care and Social Assistance-Latest filing 2025
Plans
1
Retirement
1
$522K assets
Health & Benefits
0
Participants
6
2620 WEST ARROWOOD RD. STE. 102 - CHARLOTTE, NC 28273704-269-8495
Plans on this EIN
1 filing
#001401(k)-$522K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LOCKHART & LOCKHART 401(K) RETIREMENT PLAN

401(k)

Assets$522K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LOCKHART & LOCKHART 401(K) RETIREMENT PLAN401(k)$522K62025
  • LOCKHART & LOCKHART 401(K) RETIREMENT PLAN$522K
    #001 · 401(k) · 20256
Retirement plans
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