How big is Lipsey, Morrison, Waller & Lipsey, PC's plan?

Lipsey, Morrison, Waller & Lipsey, PC's plan reported $4.0M in assets and 16 participants for 2025.

Original filing (PDF)20260318131125NAL0003912563001

Lipsey, Morrison, Waller & Lipsey, PC

Name: Lipsey, Morrison, Waller & Lipsey, PC — Lipsey, Form 5500 (2025)
Creator: Lipsey, Morrison, Waller & Lipsey, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lipsey, Morrison, Waller & Lipsey, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Lipsey, Morrison, Waller & Lipsey, PC's Lipsey, Morrison, Waller & Lipsey, PC 401(k) Profit Sharing Plan held $4.0M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Lipsey, Morrison, Waller & Lipsey, PC's EIN is 62-0992032.

EIN 62-0992032

Plan number 001

Plan year 2025

ACK ID 20260318131125NAL0003912563001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lipsey, Morrison, Waller & Lipsey, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lipsey, Morrison, Waller & Lipsey, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIPSEY, MORRISON, WALLER & LIPSEY, PC.

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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

Knocking points off