401k Plan data: DAVID L. LIPSKY RETIREMENT PLAN plan

DAVID L. LIPSKY RETIREMENT PLAN 401k Plan overview

Plan Name	DAVID L. LIPSKY RETIREMENT PLAN
Plan identification number	001

DAVID L. LIPSKY RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID L. LIPSKY has sponsored the creation of one or more 401k plans.

Company Name: DAVID L. LIPSKY

Employer identification number (EIN): 464244013

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. LIPSKY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 DAVID LIPSKY
001 2016-01-01 DAVID LIPSKY
001 2015-01-01 DAVID LIPSKY
001 2014-01-01 DAVID LIPSKY

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	DAVID LIPSKY
001	2016-01-01	DAVID LIPSKY
001	2015-01-01	DAVID LIPSKY
001	2014-01-01	DAVID LIPSKY

Plan Statistics for DAVID L. LIPSKY RETIREMENT PLAN

401k plan membership statisitcs for DAVID L. LIPSKY RETIREMENT PLAN

Measure Date Value
2017: DAVID L. LIPSKY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID L. LIPSKY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID L. LIPSKY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID L. LIPSKY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2017: DAVID L. LIPSKY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID L. LIPSKY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID L. LIPSKY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID L. LIPSKY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on DAVID L. LIPSKY RETIREMENT PLAN

Measure	Date	Value
2017 : DAVID L. LIPSKY RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-01-31	$0
Total plan liabilities at end of year	2017-01-31	$0
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$0
Expenses. Total of all expenses incurred	2017-01-31	$2,742
Benefits paid (including direct rollovers)	2017-01-31	$0
Total plan assets at end of year	2017-01-31	$0
Total plan assets at beginning of year	2017-01-31	$2,742
Value of fidelity bond covering the plan	2017-01-31	$15,000
Total contributions received or receivable from participants	2017-01-31	$0
Expenses. Other expenses not covered elsewhere	2017-01-31	$0
Contributions received from other sources (not participants or employers)	2017-01-31	$0
Other income received	2017-01-31	$0
Net income (gross income less expenses)	2017-01-31	$-2,742
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$2,742
Total contributions received or receivable from employer(s)	2017-01-31	$0
Value of certain deemed distributions of participant loans	2017-01-31	$0
Value of corrective distributions	2017-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$2,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : DAVID L. LIPSKY RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$178
Expenses. Total of all expenses incurred	2016-12-31	$2,242
Benefits paid (including direct rollovers)	2016-12-31	$2,192
Total plan assets at end of year	2016-12-31	$2,742
Total plan assets at beginning of year	2016-12-31	$4,806
Value of fidelity bond covering the plan	2016-12-31	$15,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$178
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-2,064
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,742
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,806
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DAVID L. LIPSKY RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,986
Expenses. Total of all expenses incurred	2015-12-31	$3,466
Benefits paid (including direct rollovers)	2015-12-31	$466
Total plan assets at end of year	2015-12-31	$4,806
Total plan assets at beginning of year	2015-12-31	$6,286
Value of fidelity bond covering the plan	2015-12-31	$15,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-514
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,480
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,806
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,286
Total contributions received or receivable from employer(s)	2015-12-31	$2,500
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAVID L. LIPSKY RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$9,293
Expenses. Total of all expenses incurred	2014-12-31	$429,007
Benefits paid (including direct rollovers)	2014-12-31	$428,957
Total plan assets at end of year	2014-12-31	$6,286
Total plan assets at beginning of year	2014-12-31	$426,000
Value of fidelity bond covering the plan	2014-12-31	$15,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$9,293
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-419,714
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,286
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$426,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for DAVID L. LIPSKY RETIREMENT PLAN

2017: DAVID L. LIPSKY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID L. LIPSKY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID L. LIPSKY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID L. LIPSKY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID L. LIPSKY
Employer identification number (EIN):	464244013
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages