Kenneth Lipper LLC
Plan context: KENNETH LIPPER LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-1848209 • New York, NY • 15 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$219,226
2020 Contributions
$21,788
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 2 | 0 | $0 | $21,788 | - |
| Kenneth Lipper LLC Profit Sharing Plan | - | 0 | $0 | $0 | - |
| KENNETH LIPPER LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $21,788 | - |
| 2019 | 2 | 3 | $219,226 | $38,000 | $12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%. |
| Kenneth Lipper LLC Profit Sharing Plan | - | 3 | $145,159 | $0 | - |
| KENNETH LIPPER LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $74,067 | $38,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2018 | 3 | 3 | $190,704 | $60,492 | $20,164iApproximate average salary by contribution assumption: employee only about $504,100 at 4% or $336,067 at 6%; with 50% employer match about $336,067 at 4% or $224,044 at 6%; with 100% employer match about $252,050 at 4% or $168,033 at 6%. |
| Kenneth Lipper LLC Profit Sharing Plan | - | 3 | $133,304 | $0 | - |
| KENNETH LIPPER LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $28,700 | $30,246 | $15,123iApproximate average salary by contribution assumption: employee only about $378,075 at 4% or $252,050 at 6%; with 50% employer match about $252,050 at 4% or $168,033 at 6%; with 100% employer match about $189,038 at 4% or $126,025 at 6%. |
| KENNETH LIPPER LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $28,700 | $30,246 | $15,123iApproximate average salary by contribution assumption: employee only about $378,075 at 4% or $252,050 at 6%; with 50% employer match about $252,050 at 4% or $168,033 at 6%; with 100% employer match about $189,038 at 4% or $126,025 at 6%. |
| 2017 | 1 | 3 | $389,143 | $0 | - |
| Kenneth Lipper LLC Profit Sharing Plan | - | 3 | $389,143 | $0 | - |
| 2016 | 1 | 2 | $321,477 | $0 | - |
| Kenneth Lipper LLC Profit Sharing Plan | - | 2 | $321,477 | $0 | - |
| 2015 | 1 | 2 | $310,069 | $0 | - |
| Kenneth Lipper LLC Profit Sharing Plan | - | 2 | $310,069 | $0 | - |
| 2014 | 1 | 0 | $336,645 | $0 | - |
| Kenneth Lipper LLC Profit Sharing Plan | - | 0 | $336,645 | $0 | - |
| 2013 | 2 | 2 | $260,432 | $0 | - |
| Kenneth Lipper LLC Profit Sharing Plan | - | 2 | $260,432 | $0 | - |
| KENNETH LIPPER DEFINED BENEFIT PLAN | - | 0 | - | - | - |
| 2012 | 1 | 2 | $3,287,682 | $0 | - |
| KENNETH LIPPER DEFINED BENEFIT PLAN | - | 2 | $3,287,682 | - | - |
| 2011 | 1 | 3 | $3,572,108 | $894,464 | $298,155iApproximate average salary by contribution assumption: employee only about $7,453,867 at 4% or $4,969,244 at 6%; with 50% employer match about $4,969,244 at 4% or $3,312,830 at 6%; with 100% employer match about $3,726,933 at 4% or $2,484,622 at 6%. |
| KENNETH LIPPER DEFINED BENEFIT PLAN | - | 3 | $3,572,108 | $894,464 | $298,155iApproximate average salary by contribution assumption: employee only about $7,453,867 at 4% or $4,969,244 at 6%; with 50% employer match about $4,969,244 at 4% or $3,312,830 at 6%; with 100% employer match about $3,726,933 at 4% or $2,484,622 at 6%. |