2023 Form 5500 filing — Lipman Brothers LLC Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730171616NAL0035050944001) for Lipman Brothers LLC Savings Plan, reported by Lipman Brothers LLC under EIN 62-0759627 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730171616NAL0035050944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lipman Brothers LLC
- EIN
- 62-0759627
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,634,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,634,056
- Employer contributions
- $1,148,587
- Participant contributions
- $1,813,864
- Total income / additions
- $7,392,059
- Benefits paid
- $3,702,599
- Administrative expenses
- $180,853
- Total expenses
- $3,883,452
- Net increase / (decrease)
- $3,508,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Access Retirement Services | TPA | $13,148 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $3,508 | $0 |
| John Hancock | RECORDKEEPER | $0 | $0 |