Original filing (PDF)20250414184057NAL0004290098001

COLE, EVANS & PETERSON

Name: COLE, EVANS & PETERSON — COLE, EVANS & PETERSON PROFIT-SHARING PLAN, Form 5500 (2023)
Creator: COLE, EVANS & PETERSON

Form 5500-SF

FILING_RECEIVED

COLE, EVANS & PETERSON PROFIT-SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$53.7M

Net assets (EOY)

$53.7M

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 COLE, EVANS & PETERSON.

Plan sponsor

Name

COLE, EVANS & PETERSON

EIN

72-0506596

Address

POST OFFICE DRAWER 1768 · SHREVEPORT, LA · 711661768

Phone

(318) 222-8367

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size CPA Offices plans

FRIEDMAN & HUEY ASSOCIATES, LLP

FRIEDMAN & HUEY ASSOCIATES, LLP EMPLOYEES SAVINGS & INVESTMENT PLAN

$53.6M · 75 participants

ASCEND PARTNER SERVICES, LLC

ASCEND PARTNER SERVICES, LLC 401(K) PLAN

$53.2M · 956 participants

GBQ HOLDINGS, LLC

GBQ 401(K) & PROFIT SHARING PLAN

$53.0M · 279 participants

LEGACY PROFESSIONALS LLP

LEGACY PROFESSIONALS LLP 401(K) PLAN

$52.9M · 174 participants

ANDERS MINKLER HUBER & HELM LLP

ANDERS MINKLER HUBER & HELM LLP 401(K) SAVINGS PLAN