How big is JEFF Lipsey Bookkeeping, LLC's plan?

JEFF Lipsey Bookkeeping, LLC's plan reported $469K in assets and 9 participants for 2024.

Original filing (PDF)20250610092053NAL0024422384001

JEFF Lipsey Bookkeeping, LLC

Name: JEFF Lipsey Bookkeeping, LLC — JEFF Lipsey, Form 5500 (2024)
Creator: JEFF Lipsey Bookkeeping, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Lipsey Bookkeeping, LLC 401(k) Plan

401(k) retirement plan · JEFF Lipsey Bookkeeping, LLC's JEFF Lipsey Bookkeeping, LLC 401(k) Plan held $469K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

People on this filing

Jeffrey Lipsey signed JEFF Lipsey Bookkeeping, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Lipsey — 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

JEFF Lipsey Bookkeeping, LLC's EIN is 46-4419009.

EIN 46-4419009

Plan number 001

Plan year 2024

ACK ID 20250610092053NAL0024422384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Lipsey Bookkeeping, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Lipsey Bookkeeping, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF LIPSEY BOOKKEEPING, 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