LIPPERT & ASSOCIATES DEFINED BENEFIT PENSION PLAN

[ EIN: 03-0399323 | Plan No. 002 ]

LIPPERT & ASSOCIATES DEFINED BENEFIT PENSION PLAN, sponsored by LIPPERT & ASSOCIATES, appears in Form 5500 filings as a Defined Benefit plan. The plan reported 1 participants and total assets of $1,183,220 during the 2015 reporting period.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: LIPPERT & ASSOCIATES

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

EIN: 030399323

Plan Number: 002

Plan Year: 2015

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 1

Total Assets: $1,183,220

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