Original filing (PDF)20250502134507NAL0004523457001

LISA WILLIAMS, M.D.

Name: LISA WILLIAMS, M.D. — LISA WILLIAMS, M.D. RETIREMENT PLAN, Form 5500 (2024)
Creator: LISA WILLIAMS, M.D.

Form 5500-SF

FILING_RECEIVED

LISA WILLIAMS, M.D. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LISA WILLIAMS, M.D..

Plan sponsor

Name

LISA WILLIAMS, M.D.

EIN

27-0002825

Address

1443 BECK AVENUE · CODY, WY · 82414

Phone

(307) 527-7811

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-05-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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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