How big is LISA Broadbent Insurance, Inc.'s plan?

LISA Broadbent Insurance, Inc.'s plan reported $491K in assets and 10 participants for 2022.

Original filing (PDF)20230914084200NAL0049054674001

LISA Broadbent Insurance, Inc.

Name: LISA Broadbent Insurance, Inc. — LISA Broadbent, Form 5500 (2022)
Creator: LISA Broadbent Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Broadbent Insurance, Inc. 401(k) Plan

401(k) retirement plan · LISA Broadbent Insurance, Inc.'s LISA Broadbent Insurance, Inc. 401(k) Plan held $491K in plan assets for 10 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

Plan identifiers

LISA Broadbent Insurance, Inc.'s EIN is 51-0329478.

EIN 51-0329478

Plan number 001

Plan year 2022

ACK ID 20230914084200NAL0049054674001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for LISA Broadbent Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

LISA Broadbent Insurance, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off