Lipy Inc Profit Sharing Plan — Form 5500 plan (Lipy Inc)

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, Lipy Inc Profit Sharing Plan is a benefit plan reported by Lipy Inc under EIN 22-2420121 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $351,762 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lipy Inc
EIN
22-2420121
Plan number
001
Plan type
2
Location
Key Largo, FL
Latest filing year
2023
Participants
4
End-of-year plan assets
$351,762

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240905144502NAL0011895635001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$351,762
Net assets (EOY)
$351,762
Net assets (BOY)
$967,959

Income & contributions

Total income / additions
-$601,518

Expenses & distributions

Benefits paid
$14,679
Total expenses
$14,679
Net increase / (decrease)
-$616,197

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages