How big is Liberty Benefits Group DBA LBG Advisors' plan?

Liberty Benefits Group DBA LBG Advisors' plan reported $1.2M in assets and 8 participants for 2025.

Original filing (PDF)20260415112630NAL0026128464001

Liberty Benefits Group DBA LBG Advisors

Name: Liberty Benefits Group DBA LBG Advisors — Form 5500 Plan 001 (2025)
Creator: Liberty Benefits Group DBA LBG Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liberty Benefits Group DBA LBG Advisors 401(k) Plan

401(k) retirement plan · Liberty Benefits Group DBA LBG Advisors' Liberty Benefits Group DBA LBG Advisors 401(k) Plan held $1.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

RON Kirkpatrick signed Liberty Benefits Group DBA LBG Advisors' 2025 Form 5500 as plan administrator.

RON Kirkpatrick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Liberty Benefits Group DBA LBG Advisors' EIN is 92-0193732.

EIN 92-0193732

Plan number 001

Plan year 2025

ACK ID 20260415112630NAL0026128464001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Liberty Benefits Group DBA LBG Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Liberty Benefits Group DBA LBG Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIBERTY BENEFITS GROUP DBA LBG ADVISORS.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score