Original filing (PDF)20231031220025NAL0014621265001

Holberg Financial, Inc.

Name: Holberg Financial, Inc. — Holberg Financial, Inc., Form 5500 (2022)
Creator: Holberg Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holberg Financial, Inc. 401(k) Plan

401(k) retirement plan · Holberg Financial, Inc.'s Holberg Financial, Inc. 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Holberg Financial, Inc.'s EIN is 47-3621162.

EIN 47-3621162

Plan number 001

Plan year 2022

ACK ID 20231031220025NAL0014621265001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Holberg Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Holberg Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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