Original filing (PDF)20250501110240NAL0002208083001

RONALD L. LIPMAN & ASSOCIATES, P.C.

Name: RONALD L. LIPMAN & ASSOCIATES, P.C. — RONALD L. LIPMAN & ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: RONALD L. LIPMAN & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

RONALD L. LIPMAN & ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 RONALD L. LIPMAN & ASSOCIATES, P.C..

Plan sponsor

Name

RONALD L. LIPMAN & ASSOCIATES, P.C.

EIN

76-0484183

Address

2719 COLQUITT STREET · HOUSTON, TX · 77098

Phone

(713) 840-9600

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

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BUETHER JOE & COUNSELORS, LLC

BUETHER JOE & COUNSELORS, LLC 401(K) PLAN

$3.1M · 2 participants

THE ECONOMIC DEVELOPMENT GROUP LTD

THE ECONOMIC DEVELOPMENT GROUP LTD PROFIT SHARING 401(K) PLAN

$3.1M · 8 participants

KGS LEGAL, LLC

KGS LEGAL RETIREMENT PLAN

$3.1M · 8 participants

TOBIN, KESSLER, GREENSTEIN, CARUSO, WIENER & KONRAY, P.C.

TOBIN, KESSLER, GREENSTEIN, CARUSO, WIENER & KONRAY. P.C. 401(K) PLAN

$3.1M · 23 participants

KELLER, TURNER, ANDREWS & GHANEM, PLLC