Retirement plan

JASON P. LIPTON, D.D.S. 401(K) PLAN & TRUST

Name: JASON P. LIPTON, D.D.S. - JASON P. LIPTON, D.D.S. 401(K) PLAN & TRUST (2025) Form 5500
Creator: JASON P. LIPTON, D.D.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JASON P. LIPTON, D.D.S. 401(K) PLAN & TRUST, JASON P. LIPTON, D.D.S.

JASON P. LIPTON, D.D.S.EIN 20-0579547Plan #001PY 2025

351 NORTH SAN MATEO DRIVE - SAN MATEO, CA 94401650-344-7131jasonliptondds.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+23.6% from 2024

Total participants

-16.7% from 2024

Average account balance

$414,678

+48.3% from 2024

Annual return

18.51%

-0.38 pp from 2024

Benchmarks

See 18,863 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort18,863 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$415K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$262

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$262 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$414,678

$227,399+82.4%

$189,758+118.5%

$198,609+108.8%

Participation rate

100.0%

84.0%+16.0pp

79.8%+20.2pp

82.4%+17.6pp

Annual return

18.51%

61.03%-42.5pp

52.62%-34.1pp

202.70%-184.2pp

Employer contribution / active EE

$2,548

$5,526-53.9%

$4,767-46.6%

$5,055-49.6%

Participant deferral / active EE

$14,800

$6,837+116.5%

$5,856+152.7%

$6,977+112.1%

Admin fee / account holder

$262

$25,162-99.0%

$20,388-98.7%

$19,030-98.6%

JASON P. LIPTON, D.D.S. 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JASON P. LIPTON, D.D.S. 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion