Original filing (PDF)20230908133947NAL0010950051001

LIPPERT & ASSOCIATES

Name: LIPPERT & ASSOCIATES — LIPPERT & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: LIPPERT & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

LIPPERT & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$651K

Net assets (EOY)

$651K

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 average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LIPPERT & ASSOCIATES

EIN

03-0399323

Address

1040 COFFEE LANE · ARROYO GRANDE, CA · 93420

Phone

(805) 664-1385

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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 All Other Professional Services plans

EXOGENESIS CORPORATION

EXOGENESIS 401(K) PLAN

$651K · 6 participants

ISLAND IMPROVEMENTS INC

ISLAND IMPROVEMENTS INC 401(K) PROFIT SHARING PLAN & TRUST

$651K · 4 participants

BENJAMIN HARDYK, DDS, P.C.

BENJAMIN HARDYK, DDS, P.C. RETIREMENT TRUST

$651K · 2 participants

LANCOR PARTNERS LP

LANCOR PARTNERS, LP CASH BALANCE PLAN

$651K · 9 participants

FIRST CALL OF COLORADO

FCCO 401(K) PLAN

$651K · 11 participants