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| Company Name: | LIPPERT/HEILSHORN & ASSOCIATES, INC. |
| Employer identification number (EIN): | 133190130 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-08-17 | |||||
| Date last seen: 2023-09-25 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | LIPPERT/HEILSHORN 401(K) & PROFIT SHARING PLAN | 2014-01-01 | 1992-01-01 |
| 002 | LIPPERT/HEILSHORN CASH BALANCE PLAN | 2012-01-01 | 2005-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2017-09-11 | Employer Contributions | $ 150,000 | |||
| 2017-09-11 | Employee Contributions | $ 150,000 | |||
| 2014-09-15 | Employer Contributions | $ 150,000 | |||
| 2014-09-15 | Employee Contributions | $ 150,000 | |||
| 2011-09-09 | Employer Contributions | $ 5,000 | |||
| 2011-09-09 | Employee Contributions | $ 5,000 | |||
| 2010-09-14 | Employer Contributions | $ 200,650 | |||
| 2010-09-14 | Employee Contributions | $ 200,650 |
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