How big is SWFL RE Consulting, LLC's plan?

SWFL RE Consulting, LLC's plan reported $727K in assets and 1 participants for 2024.

Original filing (PDF)20250522130603NAL0004578432001

SWFL RE Consulting, LLC

Name: SWFL RE Consulting, LLC — M. Ronald Lipman, LLC, Form 5500 (2024)
Creator: SWFL RE Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. Ronald Lipman, LLC 401(k) Plan

401(k) retirement plan · SWFL RE Consulting, LLC's M. Ronald Lipman, LLC 401(k) Plan held $727K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$727K

Net assets (EOY)

$727K

Plan identifiers

SWFL RE Consulting, LLC's EIN is 87-2276632.

EIN 87-2276632

Plan number 001

Plan year 2024

ACK ID 20250522130603NAL0004578432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SWFL RE Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SWFL RE Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWFL RE CONSULTING, LLC.

Finding similar companies…

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