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Sponsor portfolio

LIPY INC

EIN 22-2420121-consumer goods-Latest filing 2024
Plans
2
Retirement
2
$128K assets
Welfare
0
Participants
8
PO BOX 371064 - KEY LARGO, FL 330371064305-453-0894LinkedIn1-10 employeesconsumer goods
Plans on this EIN
2 filings
#001ProfitSharing-$111K - 4 part#002MoneyPurchase-$17K - 4 part

Retirement portfolio analytics

2 plans aggregated / $128K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • LIPY INC PENSION (#002)14%
Total $128KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • LIPY INC PENSION (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIPY INC PROFIT SHARING PLAN

ProfitSharing

Assets$111K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIPY INC PENSION PLAN

MoneyPurchase

Assets$17K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LIPY INC PROFIT SHARING PLANProfitSharing$111K42024
002LIPY INC PENSION PLANMoneyPurchase$17K42024
Retirement plans
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