LIPPERT & ASSOCIATES MONEY PURCHASE PENSION PLAN

[ EIN: 03-0399323 | Plan No. 001 ]

According to Department of Labor Form 5500 data, LIPPERT & ASSOCIATES sponsors LIPPERT & ASSOCIATES MONEY PURCHASE PENSION PLAN, categorized as a Money Purchase plan. The filing shows 1 participants and total assets of $2,714,558 for the plan year 2020.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: LIPPERT & ASSOCIATES

Location: 200 N. WESTLAKE BLVD., SUITE 205, WESTLAKE VILLAGE, CA 91362

EIN: 030399323

Plan Number: 001

Plan Year: 2020

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Money Purchase

Participants: 1

Total Assets: $2,714,558

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