How big is LISA Cole PC's plan?

LISA Cole PC's plan reported $1.3M in assets and 1 participants for 2023.

Original filing (PDF)20240919120551NAL0008213424001

LISA Cole PC

Name: LISA Cole PC — LISA Cole PC Cash Balance Plan, Form 5500 (2023)
Creator: LISA Cole PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Cole PC Cash Balance Plan

Defined-benefit pension plan · LISA Cole PC's LISA Cole PC Cash Balance Plan held $1.3M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

LISA Cole PC's EIN is 82-3836439.

EIN 82-3836439

Plan number 002

Plan year 2023

ACK ID 20240919120551NAL0008213424001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LISA Cole PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LISA Cole PC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 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.

Plan sponsor

Name

LISA COLE PC

EIN

all filings

Address

61682 BROKEN TOP DRIVE · BEND, OR · 97702

Phone

(541) 749-0047

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-19

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

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