Original filing (PDF)20251008051544NAL0012960370001

THE LIEB GROUP LLC

Name: THE LIEB GROUP LLC — LIEB GROUP LLP PROFIT SHARING PENSION PLAN, Form 5500 (2024)
Creator: THE LIEB GROUP LLC

Form 5500-SF

FILING_RECEIVED

LIEB GROUP LLP PROFIT SHARING PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$194K

Net assets (EOY)

$194K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LIEB GROUP LLC.

Plan sponsor

Name

THE LIEB GROUP LLC

EIN

13-4197418

Address

358 5TH AVE RM 305 · NEW YORK, NY · 100010574

Phone

(917) 723-9020

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

2025-10-08

Pension benefit codes

2D · Offset of another plan

2E · Profit-sharing

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

IMTIAZ AHMAD CPA INC.

IMTIAZ AHMAD CPA INC. 401(K) PLAN

$194K · 3 participants

ERIC MCGLOTHEN,LLC

ERIC MCGLOTHEN,LLC 401(K) P/S PLAN

$194K · 4 participants

UNITED CERTIFIED SERVICES CORPORATION

UNITED CERTIFIED SERVICES CORPORATION 401(K) PLAN

$194K · 4 participants

ELIZABETH N BARTLETT CPA LLC

ELIZABETH N BARTLETT CPA LLC 401K PLAN

$194K · 6 participants

BILARDO & ASSOCIATES LLC

BILARDO & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST