Original filing (PDF)20241112083533NAL0026138672001

STEWART G. LIEBLING, P.A.

Name: STEWART G. LIEBLING, P.A. — STEWART G. LIEBLING, P.A. CASH BALANCE PLAN, Form 5500 (2022)
Creator: STEWART G. LIEBLING, P.A.

Form 5500-SF

FILING_RECEIVED

STEWART G. LIEBLING, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 11.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 11.9 months past the 10.5-month grace window.

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 STEWART G. LIEBLING, P.A..

Plan sponsor

Name

STEWART G. LIEBLING, P.A.

EIN

65-0096875

Address

12991 SW 71 AVE · MIAMI, FL · 33156

Phone

(305) 663-5313

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-11-12

Pension benefit codes

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

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