Original filing (PDF)20251023071709NAL0001981185001

RICHARD L. LIPTON CPA & ASSOCIATES, LLC

Name: RICHARD L. LIPTON CPA & ASSOCIATES, LLC — LIPTON CPA 401(K) PLAN, Form 5500 (2024)
Creator: RICHARD L. LIPTON CPA & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

LIPTON CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 RICHARD L. LIPTON CPA & ASSOCIATES, LLC.

Plan sponsor

Name

RICHARD L. LIPTON CPA & ASSOCIATES, LLC

EIN

54-2068037

Address

18 FRIAR ROAD · MORRIS PLAINS, NJ · 07950

Phone

(973) 520-8123

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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