2023 Form 5500 filing — Lipsitz Green Scime Cambria, Llp 401(K) 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 20241015082145NAL0027820689001) for Lipsitz Green Scime Cambria, Llp 401(K) Plan, reported by Lipsitz Green Scime Cambria, Llp under EIN 16-0905097 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082145NAL0027820689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lipsitz Green Scime Cambria, Llp
- EIN
- 16-0905097
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,875,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,875,073
- Employer contributions
- $929,033
- Participant contributions
- $994,056
- Total income / additions
- $12,625,039
- Benefits paid
- $2,959,928
- Administrative expenses
- $48,250
- Total expenses
- $3,012,698
- Net increase / (decrease)
- $9,612,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arbor Capital Management | INVESTMENT/FINANCIAL ADVI | $34,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $14,250 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |