Original filing (PDF)20260118121618NAL0000476259001

DR JOSEPH LIPA JR LTD PENSION

Name: DR JOSEPH LIPA JR LTD PENSION — DR JOSEPH LIPA JR LTD EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: DR JOSEPH LIPA JR LTD PENSION

Form 5500-SF

FILING_RECEIVED

DR JOSEPH LIPA JR LTD EMPLOYEES PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR JOSEPH LIPA JR LTD PENSION.

Plan sponsor

Name

DR JOSEPH LIPA JR LTD PENSION

DBA

DR JOSEPH LIPA JR LTD

EIN

23-1998145

Address

1021 WEST MAIN STREET · LANSDALE, PA · 19446

Phone

—

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-18

Pension benefit codes

2E · Profit-sharing

2C · Money purchase (other than target benefit)

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

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