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  5. LIPSEY AND ASSOCIATES, INC.

LIPSEY AND ASSOCIATES, INC.

Company Details

Entity Name: LIPSEY AND ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 23 Jun 1986 (39 years ago)
Document Number: J20418
FEI/EIN Number 592691698
Address: 4339 ORTEGA FOREST DR., JACKSONVILLE, FL, 32210, US
Mail Address: 4339 ORTEGA FOREST DR., JACKSONVILLE, FL, 32210, US
ZIP code: 32210
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIPSEY AND ASSOCIATES, INC. 401(K) PLAN 2012 592691698 2014-06-20 LIPSEY AND ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Signature of
Role Plan administrator
Date 2014-06-20
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-20
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
LIPSEY AND ASSOCIATES, INC. 401(K) PLAN 2012 592691698 2014-02-07 LIPSEY AND ASSOCIATES, INC. 2
Three-digit plan number (PN) 002
Effective date of plan 2006-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Signature of
Role Plan administrator
Date 2014-02-07
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-02-07
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
LIPSEY AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2011 592691698 2013-12-16 LIPSEY AND ASSOCIATES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Plan administrator’s name and address
Administrator’s EIN 592691698
Plan administrator’s name LIPSEY AND ASSOCIATES, INC.
Plan administrator’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210
Administrator’s telephone number 9043982168

Signature of
Role Plan administrator
Date 2013-12-16
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-12-16
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
LIPSEY AND ASSOCIATES, INC. 401(K) PLAN 2011 592691698 2013-04-18 LIPSEY AND ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Plan administrator’s name and address
Administrator’s EIN 592691698
Plan administrator’s name LIPSEY AND ASSOCIATES, INC.
Plan administrator’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210
Administrator’s telephone number 9043982168

Signature of
Role Plan administrator
Date 2013-04-18
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-04-18
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
LIPSEY AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2010 592691698 2012-04-27 LIPSEY AND ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Plan administrator’s name and address
Administrator’s EIN 592691698
Plan administrator’s name LIPSEY AND ASSOCIATES, INC.
Plan administrator’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210
Administrator’s telephone number 9043982168

Signature of
Role Plan administrator
Date 2012-04-27
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-04-27
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
LIPSEY AND ASSOCIATES, INC. 401(K) PLAN 2010 592691698 2012-04-27 LIPSEY AND ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Plan administrator’s name and address
Administrator’s EIN 592691698
Plan administrator’s name LIPSEY AND ASSOCIATES, INC.
Plan administrator’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210
Administrator’s telephone number 9043982168

Signature of
Role Plan administrator
Date 2012-04-27
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-04-27
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
LIPSEY AND ASSOCIATES, INC. 401(K) PLAN 2009 592691698 2011-09-09 LIPSEY AND ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Plan administrator’s name and address
Administrator’s EIN 592691698
Plan administrator’s name LIPSEY AND ASSOCIATES, INC.
Plan administrator’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210
Administrator’s telephone number 9043982168

Signature of
Role Plan administrator
Date 2011-09-09
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-09-09
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
LIPSEY AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2009 592691698 2011-09-09 LIPSEY AND ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-12-01
Business code 541990
Sponsor’s telephone number 9043982168
Plan sponsor’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210

Plan administrator’s name and address
Administrator’s EIN 592691698
Plan administrator’s name LIPSEY AND ASSOCIATES, INC.
Plan administrator’s address 4339 ORTEGA FOREST DRIVE, JACKSONVILLE, FL, 32210
Administrator’s telephone number 9043982168

Signature of
Role Plan administrator
Date 2011-09-09
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-09-09
Name of individual signing RICHARD LIPSEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CECILIA BRYANT, P.A. Agent

Secretary

Name Role Address
LIPSEY RICHARD Secretary 4339 ORTEGA FOREST DR, JACKSONVILLE, FL, 32210

Treasurer

Name Role Address
LIPSEY RICHARD Treasurer 4339 ORTEGA FOREST DR, JACKSONVILLE, FL, 32210

Vice President

Name Role Address
BRYANT CECILIA Vice President 4339 ORTEGA FOREST DR., JACKSONVILLE, FL, 32210

President

Name Role Address
LIPSEY RICHARD President 4339 ORTEGA FOREST DR, JACKSONVILLE, FL, 32210

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2019-03-24 No data No data

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Related by address

No related companies by address

Date of last update: 02 Jan 2025

Sources: Florida Department of State

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