How big is Jerold H. Lipson, DDS, MS, Inc.'s plan?

Jerold H. Lipson, DDS, MS, Inc.'s plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20250730101359NAL0002244307001

Jerold H. Lipson, DDS, MS, Inc.

Name: Jerold H. Lipson, DDS, MS, Inc. — Jerold H. Lipson, Form 5500 (2024)
Creator: Jerold H. Lipson, DDS, MS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerold H. Lipson, DDS, MS, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Jerold H. Lipson, DDS, MS, Inc.'s Jerold H. Lipson, DDS, MS, Inc. 401(k) Profit Sharing Plan held $2.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Jerold H. Lipson, DDS, MS, Inc.'s EIN is 77-0007165.

EIN 77-0007165

Plan number 001

Plan year 2024

ACK ID 20250730101359NAL0002244307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jerold H. Lipson, DDS, MS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jerold H. Lipson, DDS, MS, Inc.'s 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 JEROLD H. LIPSON, DDS, MS, INC..

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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

Helping the score