Original filing (PDF)20250825172219NAL0014055600001

LISA WESTCOTT, PC

Name: LISA WESTCOTT, PC — LISA WESTCOTT, PC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: LISA WESTCOTT, PC

Form 5500-SF

FILING_RECEIVED

LISA WESTCOTT, PC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 WESTCOTT, PC.

Plan sponsor

Name

LISA WESTCOTT, PC

EIN

27-0481477

Address

9349 E CALLE DE LAS BRISAS · SCOTTSDALE, AZ · 85255

Phone

(480) 299-3455

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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