Original filing (PDF)20250409103814NAL0030349584001

ZIPPERER LORBERBAUM & BEAUVAIS, PC

Name: ZIPPERER LORBERBAUM & BEAUVAIS, PC — ZIPPERER LORBERBAUM & BEAUVAIS PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ZIPPERER LORBERBAUM & BEAUVAIS, PC

Form 5500-SF

FILING_RECEIVED

ZIPPERER LORBERBAUM & BEAUVAIS PC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

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 ZIPPERER LORBERBAUM & BEAUVAIS, PC.

Plan sponsor

Name

ZIPPERER LORBERBAUM & BEAUVAIS, PC

EIN

58-1864927

Address

4849 PAULSEN STREET · SAVANNAH, GA · 31405

Phone

(912) 232-3770

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

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

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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