Original filing (PDF)20250213093058NAL0012434643001

DR. ADAM P. LIPKIN, M.D., P.A.

Name: DR. ADAM P. LIPKIN, M.D., P.A. — ADAM P. LIPKIN, MD, P.A. 401(K) PLAN & TRUST, Form 5500 (2023)
Creator: DR. ADAM P. LIPKIN, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

ADAM P. LIPKIN, MD, P.A. 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. ADAM P. LIPKIN, M.D., P.A..

Plan sponsor

Name

DR. ADAM P. LIPKIN, M.D., P.A.

EIN

20-3785426

Address

779 MEDICAL DRIVE, SUITE 1 · ENGLEWOOD, FL · 34223

Phone

(941) 475-5431

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-02-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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