Original filing (PDF)20240920140312NAL0002987411001

LIPTAK SERVICES, LLC

Name: LIPTAK SERVICES, LLC — LIPTAK SERVICES, LLC CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: LIPTAK SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

LIPTAK SERVICES, LLC CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIPTAK SERVICES, LLC.

Plan sponsor

Name

LIPTAK SERVICES, LLC

EIN

81-2460517

Address

30 JOHN CLARK LANE · HUDSON, OH · 44236

Phone

(216) 643-6993

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-27

Filed

2024-09-20

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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 Real Estate plans

DANTOCH PROPERTY MANAGEMENT LLC

DANTOCH SOLO K

BILTMORE PROPERTIES, INC.

BPI 401(K) PLAN

VIVO LIVING DURHAM LLC

VIVO LIVING DURHAM LLC 401(K) PROFIT SHARING PLAN & TRUST

MT. HOOD VACATION RENTALS

MT. HOOD VACATION RENTALS 401(K) PLAN

BAYIT MANAGEMENT LLC

BAYIT MANAGEMENT LLC 401(K) PLAN