Original filing (PDF)20260310214611NAL0004702624001

LIBERTY FORGE, INC.

Name: LIBERTY FORGE, INC. — LIBERTY FORGE, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LIBERTY FORGE, INC.

Form 5500-SF

FILING_RECEIVED

LIBERTY FORGE, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY FORGE, INC..

Plan sponsor

Name

LIBERTY FORGE, INC.

EIN

74-1806813

Address

1507 FORT WORTH STREET · LIBERTY, TX · 77575

Phone

(936) 641-9648

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-10

Pension benefit codes

2E · Profit-sharing

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 Manufacturing plans

JOLIN MACHINING CORP.

JOLIN MACHINING CORP. 401(K) PLAN

$1.3M · 5 participants

UNIVERSAL FORMATIONS, INC.

UNIVERSAL FORMATIONS INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 7 participants

FOX VALLEY STAMPING

FOX VALLEY STAMPING SAFE HARBOR 401(K) PLAN

$1.3M · 10 participants

HAWKEYE SHEET METAL, INC.

HAWKEYE SHEET METAL, INC. 401(K) PLAN

$1.2M · 12 participants

OLSON FABRICATION, INC.

OLSON FABRICATION, INC. 401(K) PLAN

$1.3M · 27 participants