401k Plan data: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

LIPMAN HEARNE, INC. has sponsored the creation of one or more 401k plans.

Company Name: LIPMAN HEARNE, INC.

Employer identification number (EIN): 363555275

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DONNA VAN DE WATER MICHELLE WOLFE 2018-07-25
002 2016-01-01 DONNA VAN DE WATER MICHELLE WOLFE 2017-09-14

Plan Statistics for LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 30
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 44
Number of participants with account balances 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 44
Number of participants with account balances 2021-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 48
Number of participants with account balances 2020-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 49
Number of participants with account balances 2019-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 36
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 50
Number of participants with account balances 2018-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 43
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 4
Total of all active and inactive participants 2017-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 47
Number of participants with account balances 2017-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38
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 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2023: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	30
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	44
Number of participants with account balances	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	44
Number of participants with account balances	2021-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	48
Number of participants with account balances	2020-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	49
Number of participants with account balances	2019-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	36
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	50
Number of participants with account balances	2018-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	43
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	4
Total of all active and inactive participants	2017-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	47
Number of participants with account balances	2017-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38
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	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$133,345
Total income from all sources	2023-12-31	$134,005
Expenses. Total of all expenses incurred	2023-12-31	$157,674
Benefits paid (including direct rollovers)	2023-12-31	$157,674
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$157,014
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$17,041
Net income (gross income less expenses)	2023-12-31	$-23,669
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$23,669
Assets. Value of employer securities	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$116,964
2022 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$133,345
Total plan liabilities at beginning of year	2022-12-31	$150,011
Total income from all sources	2022-12-31	$175,291
Expenses. Total of all expenses incurred	2022-12-31	$2,624
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$157,014
Total plan assets at beginning of year	2022-12-31	$1,013
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$2,624
Other income received	2022-12-31	$156,000
Net income (gross income less expenses)	2022-12-31	$172,667
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$23,669
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$-148,998
Assets. Value of employer securities	2022-12-31	$117,000
Total contributions received or receivable from employer(s)	2022-12-31	$19,291
2021 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$150,011
Total plan liabilities at beginning of year	2021-12-31	$166,678
Total income from all sources	2021-12-31	$-786,887
Expenses. Total of all expenses incurred	2021-12-31	$7,446
Benefits paid (including direct rollovers)	2021-12-31	$4,279
Total plan assets at end of year	2021-12-31	$1,013
Total plan assets at beginning of year	2021-12-31	$812,013
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$3,167
Other income received	2021-12-31	$-811,000
Net income (gross income less expenses)	2021-12-31	$-794,333
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$-148,998
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$645,335
Assets. Value of employer securities	2021-12-31	$1,000
Total contributions received or receivable from employer(s)	2021-12-31	$24,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$166,678
Total plan liabilities at beginning of year	2020-12-31	$183,343
Total income from all sources	2020-12-31	$-1,363,775
Expenses. Total of all expenses incurred	2020-12-31	$5,558
Benefits paid (including direct rollovers)	2020-12-31	$2,075
Total plan assets at end of year	2020-12-31	$812,013
Total plan assets at beginning of year	2020-12-31	$2,198,011
Value of fidelity bond covering the plan	2020-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$3,483
Other income received	2020-12-31	$-1,386,000
Net income (gross income less expenses)	2020-12-31	$-1,369,333
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$645,335
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,014,668
Assets. Value of employer securities	2020-12-31	$812,000
Total contributions received or receivable from employer(s)	2020-12-31	$22,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$183,343
Total plan liabilities at beginning of year	2019-12-31	$200,003
Total income from all sources	2019-12-31	$713,706
Expenses. Total of all expenses incurred	2019-12-31	$5,039
Benefits paid (including direct rollovers)	2019-12-31	$1,239
Total plan assets at end of year	2019-12-31	$2,198,011
Total plan assets at beginning of year	2019-12-31	$1,506,004
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,800
Other income received	2019-12-31	$692,000
Net income (gross income less expenses)	2019-12-31	$708,667
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,014,668
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,306,001
Assets. Value of employer securities	2019-12-31	$2,198,000
Total contributions received or receivable from employer(s)	2019-12-31	$21,706
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$200,003
Total plan liabilities at beginning of year	2018-12-31	$216,666
Total income from all sources	2018-12-31	$-1,701,216
Expenses. Total of all expenses incurred	2018-12-31	$4,117
Total plan assets at end of year	2018-12-31	$1,506,004
Total plan assets at beginning of year	2018-12-31	$3,228,000
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$4,117
Other income received	2018-12-31	$-1,722,000
Net income (gross income less expenses)	2018-12-31	$-1,705,333
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,306,001
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,011,334
Assets. Value of employer securities	2018-12-31	$1,506,000
Total contributions received or receivable from employer(s)	2018-12-31	$20,784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$216,666
Total plan liabilities at beginning of year	2017-12-31	$233,333
Total income from all sources	2017-12-31	$834,100
Expenses. Total of all expenses incurred	2017-12-31	$4,433
Total plan assets at end of year	2017-12-31	$3,228,000
Total plan assets at beginning of year	2017-12-31	$2,415,000
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,433
Other income received	2017-12-31	$813,000
Net income (gross income less expenses)	2017-12-31	$829,667
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,011,334
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,181,667
Assets. Value of employer securities	2017-12-31	$3,228,000
Total contributions received or receivable from employer(s)	2017-12-31	$21,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$233,333
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$2,183,450
Expenses. Total of all expenses incurred	2016-12-31	$1,783
Total plan assets at end of year	2016-12-31	$2,415,000
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,783
Other income received	2016-12-31	$2,165,000
Net income (gross income less expenses)	2016-12-31	$2,181,667
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,181,667
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$2,415,000
Total contributions received or receivable from employer(s)	2016-12-31	$18,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: LIPMAN HEARNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	LIPMAN HEARNE, INC.
Employer identification number (EIN):	363555275
NAIC Classification:	541800