Original filing (PDF)20250923135856NAL0005769201001

MICHAEL LISIAK, MD

Name: MICHAEL LISIAK, MD — MICHAEL LISIAK, PSYCHIATRIST CASH BALANCE PLAN, Form 5500 (2024)
Creator: MICHAEL LISIAK, MD

Form 5500-SF

FILING_RECEIVED

MICHAEL LISIAK, PSYCHIATRIST CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL LISIAK, MD.

Plan sponsor

Name

MICHAEL LISIAK, MD

EIN

77-0405738all filings

Address

1275 MONTECITO RIDGE DRIVE · ARROYO GRANDE, CA · 93420

Phone

(805) 264-5879

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-09-23

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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 Offices of Physicians plans

CRUTCHFIELD DERMATOLOGY, P.A.

CRUTCHFIELD DERMATOLOGY, P.A. 401(K) PLAN

MID-AMERICA EYE CENTER, P.A.

MID-AMERICA EYE CENTER, P.A. EMPLOYEES' PROFIT SHARING PLAN

ROBERT A. SWEET, M.D., P.A.

ROBERT A. SWEET, M.D., P.A. 401(K) RETIREMENT PLAN

BRIAN WILLOUGHBY, MD PC

EMPLOYEE PROFIT-SHARING PLAN OF BRIAN WILLOUGHBY, MD PC

DERMATOLOGY & AESTHETIC CARE, LLC

DERMATOLOGY & AESTHETIC CARE, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.