Original filing (PDF)20250708130351NAL0011283826001

LISA M. WHITEAKER, MD

Name: LISA M. WHITEAKER, MD — LISA M. WHITEAKER, MD 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA M. WHITEAKER, MD

Form 5500-SF

FILING_RECEIVED

LISA M. WHITEAKER, MD 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

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

Plan sponsor

Name

LISA M. WHITEAKER, MD

EIN

62-1812828

Address

1120 PERIMETER PARK DRIVE · COOKEVILLE, TN · 38501

Phone

(931) 528-0002

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

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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