How big is Lipsitz & McAllister, LLC's plan?

Lipsitz & McAllister, LLC's plan reported $2.7M in assets and 2 participants for 2025.

Original filing (PDF)20260217090627NAL0005568353001

Lipsitz & McAllister, LLC

Name: Lipsitz & McAllister, LLC — Lipsitz & McAllister, Form 5500 (2025)
Creator: Lipsitz & McAllister, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lipsitz & McAllister, LLC Section 401(k) Profit Sharing Plan

401(k) retirement plan · Lipsitz & McAllister, LLC's Lipsitz & McAllister, LLC Section 401(k) Profit Sharing Plan held $2.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Douglas M. McAllister signed Lipsitz & McAllister, LLC's 2025 Form 5500 as plan administrator.

Douglas M. McAllister — 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

Lipsitz & McAllister, LLC's EIN is 20-2003673.

EIN 20-2003673

Plan number 001

Plan year 2025

ACK ID 20260217090627NAL0005568353001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lipsitz & McAllister, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lipsitz & McAllister, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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