How big is LISA Westcott, PC's plan?

LISA Westcott, PC's plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20250825172219NAL0014055600001

LISA Westcott, PC

Name: LISA Westcott, PC — LISA Westcott, PC Defined, Form 5500 (2024)
Creator: LISA Westcott, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Westcott, PC Defined Benefit Pension Plan

Defined-benefit pension plan · LISA Westcott, PC's LISA Westcott, PC Defined Benefit Pension Plan held $2.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

LISA Westcott signed LISA Westcott, PC's 2024 Form 5500 as plan administrator.

LISA Westcott — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LISA Westcott, PC's EIN is 27-0481477.

EIN 27-0481477

Plan number 002

Plan year 2024

ACK ID 20250825172219NAL0014055600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA Westcott, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA Westcott, PC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA WESTCOTT, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score