LIPPERT & ASSOCIATES 401(K) PROFIT SHARING PLAN

[ EIN: 03-0399323 | Plan No. 003 ]

LIPPERT & ASSOCIATES 401(K) PROFIT SHARING PLAN, sponsored by LIPPERT & ASSOCIATES, appears in Form 5500 filings as a 401(k) plan. The plan reported 1 participants and total assets of $650,598 during the 2022 reporting period.

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

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Plan Sponsor: LIPPERT & ASSOCIATES

Location: 1040 COFFEE LANE, ARROYO GRANDE, CA 93420

EIN: 030399323

Plan Number: 003

Plan Year: 2022

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 1

Total Assets: $650,598

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