How big is Lipkin Warner Design and Planning LLC's plan?

Lipkin Warner Design and Planning LLC's plan reported $42K in assets and 2 participants for 2024.

Original filing (PDF)20260311175533NAL0005919056001

Lipkin Warner Design and Planning LLC

Name: Lipkin Warner Design and Planning LLC — Lipkin Warne, Form 5500 (2024)
Creator: Lipkin Warner Design and Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lipkin Warner Design and Planning 401(k) Plan

401(k) retirement plan · Lipkin Warner Design and Planning LLC's Lipkin Warner Design and Planning 401(k) Plan held $42K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 3.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

Lipkin Warner Design and Planning LLC's EIN is 84-1103428.

EIN 84-1103428

Plan number 001

Plan year 2024

ACK ID 20260311175533NAL0005919056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lipkin Warner Design and Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lipkin Warner Design and Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off