ROBERT B. LIPMAN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT B. LIPMAN, P.C. DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT B. LIPMAN, P.C. DEFINED BENEFIT PENSION PLAN 2025 401k financial data |
|---|
| Net assets as of the end of the plan year | 2025-10-15 | 2905520 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 2673374 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 150000 |
| Other income to plan in this plan year | 2025-10-15 | 232146 |
| Plan net income in this plan year | 2025-10-15 | 232146 |
| Net assets as of the end of the plan year | 2025-10-15 | 2905520 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 2673374 |
| 2024 : ROBERT B. LIPMAN, P.C. DEFINED BENEFIT PENSION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 0 |
| Net assets as of the end of the plan year | 2024-10-15 | 2673374 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2594140 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 150000 |
| Other income to plan in this plan year | 2024-10-15 | 79234 |
| Plan net income in this plan year | 2024-10-15 | 79234 |
| Net assets as of the end of the plan year | 2024-10-15 | 2673374 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2594140 |
| 2023 : ROBERT B. LIPMAN, P.C. DEFINED BENEFIT PENSION PLAN 2023 401k financial data |
|---|
| Net assets as of the end of the plan year | 2023-02-15 | 2816924 |
| Total assets as of the beginning of the plan year | 2023-02-15 | 2793911 |
| Value of plan covered by a fidelity bond | 2023-02-15 | 150000 |
| Other income to plan in this plan year | 2023-02-15 | 23013 |
| Plan net income in this plan year | 2023-02-15 | 23013 |
| Net assets as of the end of the plan year | 2023-02-15 | 2816924 |
| Net assets as of the beginning of the plan year | 2023-02-15 | 2793911 |
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