DR JOSEPH LIPA, JR., LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR JOSEPH LIPA JR LTD EMPLOYEES PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : DR JOSEPH LIPA JR LTD EMPLOYEES PENSION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-12 | 225647 |
| Net assets as of the end of the plan year | 2025-04-12 | 5219931 |
| Total assets as of the beginning of the plan year | 2025-04-12 | 5427664 |
| Value of plan covered by a fidelity bond | 2025-04-12 | 500000 |
| Other expenses paid from plan in this plan year | 2025-04-12 | 147 |
| Other income to plan in this plan year | 2025-04-12 | 17914 |
| Plan net income in this plan year | 2025-04-12 | -207733 |
| Net assets as of the end of the plan year | 2025-04-12 | 5219931 |
| Net assets as of the beginning of the plan year | 2025-04-12 | 5427664 |
| 2023 : DR JOSEPH LIPA JR LTD EMPLOYEES PENSION PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-04-14 | 181084 |
| Net assets as of the end of the plan year | 2023-04-14 | 5684185 |
| Total assets as of the beginning of the plan year | 2023-04-14 | 5850653 |
| Value of plan covered by a fidelity bond | 2023-04-14 | 500000 |
| Other expenses paid from plan in this plan year | 2023-04-14 | 584 |
| Other income to plan in this plan year | 2023-04-14 | 14616 |
| Plan net income in this plan year | 2023-04-14 | -166468 |
| Net assets as of the end of the plan year | 2023-04-14 | 5684185 |
| Net assets as of the beginning of the plan year | 2023-04-14 | 5850653 |
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