How big is Lipsky and Associates' plan?

Lipsky and Associates' plan reported $4.7M in assets and 23 participants for 2024.

Original filing (PDF)20251014184159NAL0001755075001

Lipsky and Associates

Name: Lipsky and Associates — Lipsky and Associates 401(k), Form 5500 (2024)
Creator: Lipsky and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lipsky and Associates 401(k) Plan

401(k) retirement plan · Lipsky and Associates' Lipsky and Associates 401(k) Plan held $4.7M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Lipsky and Associates' EIN is 75-2919183.

EIN 75-2919183

Plan number 001

Plan year 2024

ACK ID 20251014184159NAL0001755075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lipsky and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lipsky and Associates' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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