How big is Lipkin & Apter's plan?

Lipkin & Apter's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250729141121NAL0004851344002

Lipkin & Apter

Name: Lipkin & Apter — Lipkin & Apter Profit Sharing Plan, Form 5500 (2024)
Creator: Lipkin & Apter
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lipkin & Apter Profit Sharing Plan

Defined-contribution retirement plan · Lipkin & Apter's Lipkin & Apter Profit Sharing Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kevin B Apter signed Lipkin & Apter's 2024 Form 5500 as plan administrator.

Kevin B Apter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lipkin & Apter's EIN is 83-4394452.

EIN 83-4394452

Plan number 001

Plan year 2024

ACK ID 20250729141121NAL0004851344002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lipkin & Apter from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lipkin & Apter's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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