Original filing (PDF)20250929153651NAL0011493233001

ROBERT M. LIPSHUTZ, P.A. DBA ROBERT M. LIPSHUTZ, ATTORNEY AT LAW

Name: ROBERT M. LIPSHUTZ, P.A. DBA ROBERT M. LIPSHUTZ, ATTORNEY AT LAW — ROBERT M. LIPSHUTZ 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT M. LIPSHUTZ, P.A. DBA ROBERT M. LIPSHUTZ, ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

ROBERT M. LIPSHUTZ 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$910K

Net assets (EOY)

$910K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT M. LIPSHUTZ, P.A. DBA ROBERT M. LIPSHUTZ, ATTORNEY AT LAW.

Plan sponsor

Name

ROBERT M. LIPSHUTZ, P.A. DBA ROBERT M. LIPSHUTZ, ATTORNEY AT LAW

EIN

65-0655095all filings

Address

P.O. BOX 101217 · CAPE CORAL, FL · 33910

Phone

(239) 549-8666

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator