Original filing (PDF)20250922142039NAL0004816401001

LIBERTA & MILO LLP

Name: LIBERTA & MILO LLP — LIBERTA & MILO LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: LIBERTA & MILO LLP

Form 5500-SF

FILING_RECEIVED

LIBERTA & MILO LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$960K

Net assets (EOY)

$960K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIBERTA & MILO LLP.

Plan sponsor

Name

LIBERTA & MILO LLP

EIN

11-2876516all filings

Address

1044 NORTHERN BLVD. SUITE 307 · ROSLYN, NY · 11576

Phone

(516) 484-7560

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KLEIN & RIZZO, INC.

KLEIN & RIZZO, INC. 401K RETIREMENT PLAN

$960K · 9 participants

GOLDMAN, CLEARFIELD & OCAMPO, LLP

GOLDMAN, CLEARFIELD & OCAMPO, LLP 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST

$960K · 9 participants

FARRAR, GATES & GREEN, LLC

FARRAR, GATES & GREEN LLC 401(K) PLAN

$959K · 7 participants

HARTLEY, HELMS & CARVER LLC

HARTLEY, HELMS & CARVER LLC 401(K) P/S PLAN

$961K · 7 participants

EISNER ASSOCIATES, LTD.

EISNER ASSOCIATES DEFINED CONTRIBUTION PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.