How big is Jay Lipman's plan?

Jay Lipman's plan reported $1.6M in assets and 2 participants for 2025.

Original filing (PDF)20260409101448NAL0010171601001

Jay Lipman

Name: Jay Lipman — Jay Lipman 401(k)Plan, Form 5500 (2025)
Creator: Jay Lipman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay Lipman 401(k)Plan

401(k) retirement plan · Jay Lipman's Jay Lipman 401(k)Plan held $1.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jay Lipman signed Jay Lipman's 2025 Form 5500 as plan administrator.

Jay Lipman — 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

Jay Lipman's EIN is 11-2506938.

EIN 11-2506938

Plan number 001

Plan year 2025

ACK ID 20260409101448NAL0010171601001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jay Lipman from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jay Lipman's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

JAY LIPMAN

EIN

all filings

Address

400 BROADHOLLOW ROAD · SUITE 200 · MELVILLE, NY · 11747

Phone

(631) 592-2021

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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