Original filing (PDF)20251229132624NAL0010219939001

LIBERTY IGA LLC

Name: LIBERTY IGA LLC — LIBERTY IGA LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: LIBERTY IGA LLC

Form 5500-SF

FILING_RECEIVED

LIBERTY IGA LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 LIBERTY IGA LLC.

Plan sponsor

Name

LIBERTY IGA LLC

EIN

20-3708299

Address

150 LIBERTY SQUARE US HIGHWAY 127 · LIBERTY, KY · 42539

Phone

(606) 787-6262

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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 Supermarkets & Other Grocery Stores plans

SOUTHERN CALIFORNIA CROWN MARKET

CROWN VALLEY MARKET PLACE 401K PLAN

$7K · 24 participants

ARNOLD A SEITTER

ARNOLD A SEITTER MCF BENEFIT PLAN

$7K · 4 participants

EL TORITO MEAT MARKET WOODBURN, LLC

EL TORITO MEAT MARKET WOODBURN 401(K) PLAN

$8K · 39 participants

SAN JUAN SUPER MARKET INC

SAN JUAN SUPER MARKET INC 401(K) PLAN

$8K · 12 participants

ONE MARKET SQUARE LLC

ONE MARKET SQUARE LLC 401(K) PROFIT SHARING PLAN & TRUST