How big is Cole, Evans & Peterson's plan?

Cole, Evans & Peterson's plan reported $53.7M in assets and 39 participants for 2023.

Original filing (PDF)20250414184057NAL0004290098001

Cole, Evans & Peterson

Name: Cole, Evans & Peterson — Cole, Evans & Peterson, Form 5500 (2023)
Creator: Cole, Evans & Peterson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole, Evans & Peterson Profit-Sharing Plan

Defined-contribution retirement plan · Cole, Evans & Peterson's Cole, Evans & Peterson Profit-Sharing Plan held $53.7M in plan assets for 39 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53.7M

Net assets (EOY)

$53.7M

People on this filing

Bailey B. Baynham signed Cole, Evans & Peterson's 2023 Form 5500 as plan administrator.

Bailey B. Baynham — 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

Cole, Evans & Peterson's EIN is 72-0506596.

EIN 72-0506596

Plan number 002

Plan year 2023

ACK ID 20250414184057NAL0004290098001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cole, Evans & Peterson from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cole, Evans & Peterson's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLE, EVANS & PETERSON.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

COLE, EVANS & PETERSON

EIN

all filings

Address

POST OFFICE DRAWER 1768 · SHREVEPORT, LA · 711661768

Phone

(318) 222-8367

Industry

CPA Offices· Professional & Technical Services

Plan administrator