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THE LOAN BROKERS GROUP, INC. — THE LOAN BROKERS GROUP, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260129174013NAL0005946129001
THE LOAN BROKERS GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE LOAN BROKERS GROUP, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.4 mo
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE LOAN BROKERS GROUP, INC.
.
Find decision makers
Plan sponsor
Name
THE LOAN BROKERS GROUP, INC.
EIN
71-0894760
Address
13252 GARDEN GROVE BLVD., STE. 126 · GARDEN GROVE, CA · 92843
Phone
(714) 281-8682
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-29
Pension benefit codes
1A · Pay-related DB formula
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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100
Knocking points off
Filed 2.4 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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