Original filing (PDF)20250827114654NAL0009527233001

GIBBS FINANCIAL GROUP, LLC

Name: GIBBS FINANCIAL GROUP, LLC — GIBBS FINANCIAL GROUP CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: GIBBS FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

GIBBS FINANCIAL GROUP CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

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 GIBBS FINANCIAL GROUP, LLC.

Plan sponsor

Name

GIBBS FINANCIAL GROUP, LLC

EIN

46-5432407all filings

Address

3980 OLD MILTON PARKWAY · ALPHARETTA, GA · 30005

Phone

(678) 694-8770

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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 Finance & Insurance plans

R.H. BASTIAANS & ASSOCIATES

R.H. BASTIAANS & ASSOCIATES 401(K) RETIREMENT PLAN

$608K · 3 participants

FIRST ASSOCIATED INVESTMENT ADVISORS, INC.

TEBERG COMPANIES 401(K) PLAN

$608K · 3 participants

RB WILLIAMS CO., INC. DBA KEIRETSU FORUM

KEIRETSU FORUM 401(K) RETIREMENT PLAN

$609K · 3 participants

ASSEMBLY POINTE FINANCIAL

ASSEMBLY POINTE FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

$608K · 5 participants

DAVID V BARSE

DAVID V BARSE 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.