Lipsitz Green Scime Cambria, Llp 401(K) Plan — Form 5500 plan (Lipsitz Green Scime Cambria, Llp)

Plain-English plan 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, Lipsitz Green Scime Cambria, Llp 401(K) Plan is a benefit plan reported by Lipsitz Green Scime Cambria, Llp under EIN 16-0905097 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $70,875,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lipsitz Green Scime Cambria, Llp
EIN
16-0905097
Plan number
001
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
170
End-of-year plan assets
$70,875,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241015082145NAL0027820689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$70,875,073
Total liabilities (EOY)
$0
Net assets (EOY)
$70,875,073
Net assets (BOY)
$61,262,732

Income & contributions

Employer contributions
$929,033
Participant contributions
$994,056
Total contributions
$2,006,253
Total income / additions
$12,625,039

Expenses & distributions

Benefits paid
$2,959,928
Administrative expenses
$48,250
Total expenses
$3,012,698
Net increase / (decrease)
$9,612,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arbor Capital ManagementINVESTMENT/FINANCIAL ADVI$34,000$02023
Adp, Inc.RECORD KEEPER$14,250$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages