Civic Intelligence

Richard L. Lipton CPA & Associates LLC

Plan context: Lipton CPA 401(K) Plan

EIN 54-2068037 • Morris Plains, NJ • 22 filings • 4 plans

18 Friar RoadMorris Plains, NJ 07950
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,245,684

2024 Contributions

$85,010

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,245,684$1,622,842$0200420152024YearValue
$3,245,684Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200420142024YearValue
3Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$3,245,684$85,010$28,337iApproximate average salary by contribution assumption: employee only about $708,417 at 4% or $472,278 at 6%; with 50% employer match about $472,278 at 4% or $314,852 at 6%; with 100% employer match about $354,208 at 4% or $236,139 at 6%.
Lipton CPA 401(K) Plan-3$3,245,684$85,010$28,337iApproximate average salary by contribution assumption: employee only about $708,417 at 4% or $472,278 at 6%; with 50% employer match about $472,278 at 4% or $314,852 at 6%; with 100% employer match about $354,208 at 4% or $236,139 at 6%.
202314$2,654,569$99,625$24,906iApproximate average salary by contribution assumption: employee only about $622,656 at 4% or $415,104 at 6%; with 50% employer match about $415,104 at 4% or $276,736 at 6%; with 100% employer match about $311,328 at 4% or $207,552 at 6%.
Lipton CPA 401(K) Plan-4$2,654,569$99,625$24,906iApproximate average salary by contribution assumption: employee only about $622,656 at 4% or $415,104 at 6%; with 50% employer match about $415,104 at 4% or $276,736 at 6%; with 100% employer match about $311,328 at 4% or $207,552 at 6%.
202214$2,288,085$121,595$30,399iApproximate average salary by contribution assumption: employee only about $759,969 at 4% or $506,646 at 6%; with 50% employer match about $506,646 at 4% or $337,764 at 6%; with 100% employer match about $379,984 at 4% or $253,323 at 6%.
Lipton CPA 401(K) Plan-4$2,288,085$121,595$30,399iApproximate average salary by contribution assumption: employee only about $759,969 at 4% or $506,646 at 6%; with 50% employer match about $506,646 at 4% or $337,764 at 6%; with 100% employer match about $379,984 at 4% or $253,323 at 6%.
202114$2,226,777$111,419$27,855iApproximate average salary by contribution assumption: employee only about $696,369 at 4% or $464,246 at 6%; with 50% employer match about $464,246 at 4% or $309,497 at 6%; with 100% employer match about $348,184 at 4% or $232,123 at 6%.
Lipton CPA 401(K) Plan-4$2,226,777$111,419$27,855iApproximate average salary by contribution assumption: employee only about $696,369 at 4% or $464,246 at 6%; with 50% employer match about $464,246 at 4% or $309,497 at 6%; with 100% employer match about $348,184 at 4% or $232,123 at 6%.
202014$1,966,902$109,013$27,253iApproximate average salary by contribution assumption: employee only about $681,331 at 4% or $454,221 at 6%; with 50% employer match about $454,221 at 4% or $302,814 at 6%; with 100% employer match about $340,666 at 4% or $227,110 at 6%.
Lipton CPA 401(K) Plan-4$1,966,902$109,013$27,253iApproximate average salary by contribution assumption: employee only about $681,331 at 4% or $454,221 at 6%; with 50% employer match about $454,221 at 4% or $302,814 at 6%; with 100% employer match about $340,666 at 4% or $227,110 at 6%.
201914$1,206,589$107,529$26,882iApproximate average salary by contribution assumption: employee only about $672,056 at 4% or $448,038 at 6%; with 50% employer match about $448,038 at 4% or $298,692 at 6%; with 100% employer match about $336,028 at 4% or $224,019 at 6%.
Lipton CPA 401(K) Plan-4$1,206,589$107,529$26,882iApproximate average salary by contribution assumption: employee only about $672,056 at 4% or $448,038 at 6%; with 50% employer match about $448,038 at 4% or $298,692 at 6%; with 100% employer match about $336,028 at 4% or $224,019 at 6%.
201814$1,378,238$105,155$26,289iApproximate average salary by contribution assumption: employee only about $657,219 at 4% or $438,146 at 6%; with 50% employer match about $438,146 at 4% or $292,097 at 6%; with 100% employer match about $328,609 at 4% or $219,073 at 6%.
Lipton CPA 401(K) Plan-4$1,378,238$105,155$26,289iApproximate average salary by contribution assumption: employee only about $657,219 at 4% or $438,146 at 6%; with 50% employer match about $438,146 at 4% or $292,097 at 6%; with 100% employer match about $328,609 at 4% or $219,073 at 6%.
201713$1,163,354$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Lipton CPA 401(K) Plan-3$1,163,354$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201613$1,075,139$104,016$34,672iApproximate average salary by contribution assumption: employee only about $866,800 at 4% or $577,867 at 6%; with 50% employer match about $577,867 at 4% or $385,244 at 6%; with 100% employer match about $433,400 at 4% or $288,933 at 6%.
Lipton CPA 401(K) Plan-3$1,075,139$104,016$34,672iApproximate average salary by contribution assumption: employee only about $866,800 at 4% or $577,867 at 6%; with 50% employer match about $577,867 at 4% or $385,244 at 6%; with 100% employer match about $433,400 at 4% or $288,933 at 6%.
201514$882,269$117,571$29,393iApproximate average salary by contribution assumption: employee only about $734,819 at 4% or $489,879 at 6%; with 50% employer match about $489,879 at 4% or $326,586 at 6%; with 100% employer match about $367,409 at 4% or $244,940 at 6%.
Lipton CPA 401(K) Plan-4$882,269$117,571$29,393iApproximate average salary by contribution assumption: employee only about $734,819 at 4% or $489,879 at 6%; with 50% employer match about $489,879 at 4% or $326,586 at 6%; with 100% employer match about $367,409 at 4% or $244,940 at 6%.
201414$699,893$105,781$26,445iApproximate average salary by contribution assumption: employee only about $661,131 at 4% or $440,754 at 6%; with 50% employer match about $440,754 at 4% or $293,836 at 6%; with 100% employer match about $330,566 at 4% or $220,377 at 6%.
Lipton CPA 401(K) Plan-4$699,893$105,781$26,445iApproximate average salary by contribution assumption: employee only about $661,131 at 4% or $440,754 at 6%; with 50% employer match about $440,754 at 4% or $293,836 at 6%; with 100% employer match about $330,566 at 4% or $220,377 at 6%.
201313$558,930$100,871$33,624iApproximate average salary by contribution assumption: employee only about $840,592 at 4% or $560,394 at 6%; with 50% employer match about $560,394 at 4% or $373,596 at 6%; with 100% employer match about $420,296 at 4% or $280,197 at 6%.
Lipton CPA 401(K) Plan-3$558,930$100,871$33,624iApproximate average salary by contribution assumption: employee only about $840,592 at 4% or $560,394 at 6%; with 50% employer match about $560,394 at 4% or $373,596 at 6%; with 100% employer match about $420,296 at 4% or $280,197 at 6%.
201213$435,113$101,063$33,688iApproximate average salary by contribution assumption: employee only about $842,192 at 4% or $561,461 at 6%; with 50% employer match about $561,461 at 4% or $374,307 at 6%; with 100% employer match about $421,096 at 4% or $280,731 at 6%.
Lipton CPA 401(K) Plan-3$435,113$101,063$33,688iApproximate average salary by contribution assumption: employee only about $842,192 at 4% or $561,461 at 6%; with 50% employer match about $561,461 at 4% or $374,307 at 6%; with 100% employer match about $421,096 at 4% or $280,731 at 6%.
201113$303,216$100,634$33,545iApproximate average salary by contribution assumption: employee only about $838,617 at 4% or $559,078 at 6%; with 50% employer match about $559,078 at 4% or $372,719 at 6%; with 100% employer match about $419,308 at 4% or $279,539 at 6%.
Lipton CPA 401(K) Plan-3$303,216$100,634$33,545iApproximate average salary by contribution assumption: employee only about $838,617 at 4% or $559,078 at 6%; with 50% employer match about $559,078 at 4% or $372,719 at 6%; with 100% employer match about $419,308 at 4% or $279,539 at 6%.
201013$186,445$92,155$30,718iApproximate average salary by contribution assumption: employee only about $767,958 at 4% or $511,972 at 6%; with 50% employer match about $511,972 at 4% or $341,315 at 6%; with 100% employer match about $383,979 at 4% or $255,986 at 6%.
Lipton CPA 401(K) Plan-3$186,445$92,155$30,718iApproximate average salary by contribution assumption: employee only about $767,958 at 4% or $511,972 at 6%; with 50% employer match about $511,972 at 4% or $341,315 at 6%; with 100% employer match about $383,979 at 4% or $255,986 at 6%.
200923$92,266$92,266$30,755iApproximate average salary by contribution assumption: employee only about $768,883 at 4% or $512,589 at 6%; with 50% employer match about $512,589 at 4% or $341,726 at 6%; with 100% employer match about $384,442 at 4% or $256,294 at 6%.
Lipton CPA 401(K) Plan-3$92,266$92,266$30,755iApproximate average salary by contribution assumption: employee only about $768,883 at 4% or $512,589 at 6%; with 50% employer match about $512,589 at 4% or $341,726 at 6%; with 100% employer match about $384,442 at 4% or $256,294 at 6%.
RICHARD L LIPTON & ASSOCIATES PROFIT SHARING PLAN-0---
200813$496,524$89,535$29,845iApproximate average salary by contribution assumption: employee only about $746,125 at 4% or $497,417 at 6%; with 50% employer match about $497,417 at 4% or $331,611 at 6%; with 100% employer match about $373,063 at 4% or $248,708 at 6%.
RICHARD L. LIPTON & ASSOCIATES PROFIT SHARING PLAN-3$496,524$89,535$29,845iApproximate average salary by contribution assumption: employee only about $746,125 at 4% or $497,417 at 6%; with 50% employer match about $497,417 at 4% or $331,611 at 6%; with 100% employer match about $373,063 at 4% or $248,708 at 6%.
200713$0$0-
RICHARD L. LIPTON & ASSOCIATES PROFIT SHARING PLAN-3---
200613$405,798$77,950$25,983iApproximate average salary by contribution assumption: employee only about $649,583 at 4% or $433,056 at 6%; with 50% employer match about $433,056 at 4% or $288,704 at 6%; with 100% employer match about $324,792 at 4% or $216,528 at 6%.
RICHARD L. LIPTON & ASSOCIATES PROFIT SHARING PLAN-3$405,798$77,950$25,983iApproximate average salary by contribution assumption: employee only about $649,583 at 4% or $433,056 at 6%; with 50% employer match about $433,056 at 4% or $288,704 at 6%; with 100% employer match about $324,792 at 4% or $216,528 at 6%.
200513$310,858$76,770$25,590iApproximate average salary by contribution assumption: employee only about $639,750 at 4% or $426,500 at 6%; with 50% employer match about $426,500 at 4% or $284,333 at 6%; with 100% employer match about $319,875 at 4% or $213,250 at 6%.
RICHARD L. LIPTON & ASSOCIATES PROFIT SHARING PLAN-3$310,858$76,770$25,590iApproximate average salary by contribution assumption: employee only about $639,750 at 4% or $426,500 at 6%; with 50% employer match about $426,500 at 4% or $284,333 at 6%; with 100% employer match about $319,875 at 4% or $213,250 at 6%.
200413$219,205$70,921$23,640iApproximate average salary by contribution assumption: employee only about $591,008 at 4% or $394,006 at 6%; with 50% employer match about $394,006 at 4% or $262,670 at 6%; with 100% employer match about $295,504 at 4% or $197,003 at 6%.
RICHARD L. LIPTON & ASSOCIATES PROFIT SHARING PLAN-3$219,205$70,921$23,640iApproximate average salary by contribution assumption: employee only about $591,008 at 4% or $394,006 at 6%; with 50% employer match about $394,006 at 4% or $262,670 at 6%; with 100% employer match about $295,504 at 4% or $197,003 at 6%.