Assets by plan
Share of aggregate retirement assets
Filings through .
Gibbs Financial Group, LLC
EIN 46-5432407Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$1.7M assets
Health & Benefits
0
Participants
32
3980 OLD MILTON PARKWAY - ALPHARETTA, GA 30005678-694-8770
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.7M assets / 32 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
GIBBS FINANCIAL GROUP CASH BALANCE PENSION PLAN
Cash balance
Assets$1.1M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
GIBBS FINANCIAL GROUP 401(K) PLAN
401(k)
Assets$537K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GIBBS FINANCIAL GROUP PROFIT SHARING PLAN
Profit-sharing
Assets$117K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | GIBBS FINANCIAL GROUP CASH BALANCE PENSION PLAN | Cash balance | $1.1M | 9 | 2025 |
| #001 | GIBBS FINANCIAL GROUP 401(K) PLAN | 401(k) | $537K | 10 | 2025 |
| #002 | GIBBS FINANCIAL GROUP PROFIT SHARING PLAN | Profit-sharing | $117K | 13 | 2025 |
- #003 · Cash balance · 20259
- #001 · 401(k) · 202510
- #002 · Profit-sharing · 202513
Retirement plans