Lippa Insurance Services, Inc.

Form 5500

LIPPA INSURANCE SERVICES, INC.

332 Forest Ave Suite 6, Laguna Beach, Ca 92651 (949) 376-6311 EIN:33-0395964 Plan Admin:David Lippa

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN Plan #004 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,922,905 / $2,073,790	2022	LIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN - Plan #004	3 / 3	$1,922,905 / $2,073,790
2022	Plan NameLIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,475,979 / $1,397,233	2022	LIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #003	3 / 3	$1,475,979 / $1,397,233
2021	Plan NameLIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN Plan #004 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,766,345 / $1,922,905	2021	LIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN - Plan #004	3 / 3	$1,766,345 / $1,922,905
2021	Plan NameLIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,392,367 / $1,475,979	2021	LIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #003	3 / 3	$1,392,367 / $1,475,979
2020	Plan NameLIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN Plan #004 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,674,646 / $1,766,345	2020	LIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN - Plan #004	4 / 3	$1,674,646 / $1,766,345
2020	Plan NameLIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY5 / 3 Assets BOY/EOY$1,894,218 / $1,392,367	2020	LIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #003	5 / 3	$1,894,218 / $1,392,367
2019	Plan NameLIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,722,221 / $1,894,218	2019	LIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #003	3 / 3	$1,722,221 / $1,894,218
2019	Plan NameLIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN Plan #004 Participants BOY/EOY3 / 2 Assets BOY/EOY$1,473,037 / $1,674,646	2019	LIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN - Plan #004	3 / 2	$1,473,037 / $1,674,646