2023 Form 5500 filing — Liberty Bancshares, Inc. Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726152034NAL0009111859001) for Liberty Bancshares, Inc. Employee Stock Ownership Plan, reported by Liberty Bancshares, Inc. under EIN 34-1545356 and plan number 002. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726152034NAL0009111859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Bancshares, Inc.
- EIN
- 34-1545356
- Plan number
- 002
- Location
- Ada, OH
- Participants
- 80
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,134,567
- Net assets (EOY)
- $3,134,567
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $473,658
- Benefits paid
- $3,728,165
- Administrative expenses
- $11,375
- Total expenses
- $3,760,507
- Net increase / (decrease)
- -$3,286,849
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $227 | $0 |