How big is Gibbs Financial Group, LLC's plan?

Gibbs Financial Group, LLC's plan reported $396K in assets and 2 participants for 2024.

Original filing (PDF)20250930154234NAL0019641010001

Gibbs Financial Group, LLC

Name: Gibbs Financial Group, LLC — Gibbs Financial Group, Form 5500 (2024)
Creator: Gibbs Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gibbs Financial Group 401(k) Plan

401(k) retirement plan · Gibbs Financial Group, LLC's Gibbs Financial Group 401(k) Plan held $396K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

People on this filing

TARA Evans, for TAG Resources signed Gibbs Financial Group, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gibbs Financial Group, LLC's EIN is 46-5432407.

EIN 46-5432407

Plan number 001

Plan year 2024

ACK ID 20250930154234NAL0019641010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gibbs Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gibbs Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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