Plan5500

Lippes Mathias Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lippes Mathias Llp (EIN 16-1021918) is a plan sponsor located in Buffalo, NY with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1021918
Location
Buffalo, NY
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lippes Mathias Llp

  • 4 loaded plans hold $40.4M in reported assets.
  • The largest, Lippes Mathias Llp 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 738 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.4MSummed across loaded plans$40,386,061
Total reported assets$40.4M$40,386,061
Total reported participants738
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$40.4M total assets
Net assets$40.4MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$3.2M
Total income / additions$21.5M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)$17.8M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lippes Mathias Llp 401(K) Plan
Participants per plan185Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lippes Mathias Llp 401(K) Plan$40.4M
    Plan #001 · 327 participants · 2023
  2. 2
    Lippes Mathias Llp Dental And Vision Plannot reported in the loaded dataset
    Plan #503 · 165 participants · 2023
  3. 3
    Lippes Mathias Llp Ltd Plannot reported in the loaded dataset
    Plan #502 · 134 participants · 2023
  4. 4
    Lippes Mathias Llp Medical Plannot reported in the loaded dataset
    Plan #501 · 112 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lippes Mathias Llp. Open one for its full reported snapshot.

  1. 2023
    Lippes Mathias Llp Ltd Plan134 participants · 2No schedules
    View filing →
  2. 2023
    Lippes Mathias Llp Medical Plan112 participants · 2No schedules
    View filing →
  3. 2023
    Lippes Mathias Llp Ltd Plan157 participants · 2No schedules
    View filing →
  4. 2023
    Lippes Mathias Llp Medical Plan122 participants · 2No schedules
    View filing →
  5. 2023
    Lippes Mathias Llp Ltd Plan164 participants · 2No schedules
    View filing →
  6. 2023
    Lippes Mathias Llp 401(K) Plan327 participants · 2Sch HSch C
    View filing →
  7. 2023
    Lippes Mathias Llp Medical Plan179 participants · 2No schedules
    View filing →
  8. 2023
    Lippes Mathias Llp Ltd Plan242 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lippes Mathias Llp report on Form 5500?
Lippes Mathias Llp (EIN 16-1021918) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lippes Mathias Llp?
The Employer Identification Number (EIN) reported for Lippes Mathias Llp is 16-1021918.
What is the latest Form 5500 filing year for Lippes Mathias Llp?
The latest loaded Form 5500 filing year for Lippes Mathias Llp is 2023.

Related Form 5500 pages