Original filing (PDF)20231101213749NAL0021721760001

JEREMY LIPKIN, LLC

Name: JEREMY LIPKIN, LLC — JEREMY LIPKIN LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: JEREMY LIPKIN, LLC

Form 5500-SF

FILING_RECEIVED

JEREMY LIPKIN LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 JEREMY LIPKIN, LLC.

Plan sponsor

Name

JEREMY LIPKIN, LLC

EIN

45-5155893

Address

2831 S. BAYSHORE DR., UNIT 2105 · MIAMI, FL · 33133

Phone

(718) 930-5150

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-11-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

TJC INFINITY, INC.

TJC INFINITY, INC. RETIREMENT PLAN

KING SEMI, INC.

KING SEMI, INC. 401(K) PLAN

JSLV BRAND LLC

JSLV BRAND LLC 401K PLAN

DICARLOS PIZZA

DICARLOS PIZZA SOCA BENEFIT PLAN

DIGITAL RIVER, INC.

DIGITAL RIVER, INC. 401(K) PLAN

EBORN INDUSTRIES, INC.