How big is Richard L. Lipton CPA & Associates, LLC's plan?

Richard L. Lipton CPA & Associates, LLC's plan reported $3.2M in assets and 2 participants for 2024.

Original filing (PDF)20251023071709NAL0001981185001

Richard L. Lipton CPA & Associates, LLC

Name: Richard L. Lipton CPA & Associates, LLC — Form 5500 Plan 003 (2024)
Creator: Richard L. Lipton CPA & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lipton CPA 401(k) Plan

401(k) retirement plan · Richard L. Lipton CPA & Associates, LLC's Lipton CPA 401(k) Plan held $3.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Richard Lipton signed Richard L. Lipton CPA & Associates, LLC's 2024 Form 5500 as plan administrator.

Richard Lipton — 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

Richard L. Lipton CPA & Associates, LLC's EIN is 54-2068037.

EIN 54-2068037

Plan number 003

Plan year 2024

ACK ID 20251023071709NAL0001981185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard L. Lipton CPA & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard L. Lipton CPA & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD L. LIPTON CPA & ASSOCIATES, 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