How big is Lee Coats Law, PLC's plan?

Lee Coats Law, PLC's plan reported $56K in assets and 4 participants for 2023.

Original filing (PDF)20241009000943NAL0030011344001

Lee Coats Law, PLC

Name: Lee Coats Law, PLC — Lee Coats Law, PLC - 401(k), Form 5500 (2023)
Creator: Lee Coats Law, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Coats Law, PLC - 401(k)

401(k) retirement plan · Lee Coats Law, PLC's Lee Coats Law, PLC - 401(k) held $56K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Cassandra Coats signed Lee Coats Law, PLC's 2023 Form 5500 as plan administrator.

Cassandra Coats — 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

Lee Coats Law, PLC's EIN is 83-3547881.

EIN 83-3547881

Plan number 001

Plan year 2023

ACK ID 20241009000943NAL0030011344001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lee Coats Law, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lee Coats Law, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE COATS LAW, PLC.

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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