Lipparelli & Associates, Inc. Profit Sharing Plan — Form 5500 plan (Lipparelli & Associates, Inc.)
Plain-English plan 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, Lipparelli & Associates, Inc. Profit Sharing Plan is a benefit plan reported by Lipparelli & Associates, Inc. under EIN 88-0153059 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $3,137,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lipparelli & Associates, Inc.
- EIN
- 88-0153059
- Plan number
- 001
- Plan type
- 2
- Location
- Elko, NV
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $3,137,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240429121607NAL0020887842001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,137,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,137,918
- Net assets (BOY)
- $2,975,067
Income & contributions
- Employer contributions
- $27,664
- Participant contributions
- $0
- Total income / additions
- $309,638
Expenses & distributions
- Benefits paid
- $142,528
- Administrative expenses
- $0
- Total expenses
- $146,787
- Net increase / (decrease)
- $162,851
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.