2023 Form 5500 filing — The Liberty Lines 401(K)
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 20241011154155NAL0022249825001) for The Liberty Lines 401(K), reported by Liberty Lines Transit, Inc. under EIN 13-3096342 and plan number 002. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154155NAL0022249825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Lines Transit, Inc.
- EIN
- 13-3096342
- Plan number
- 002
- Location
- Yonkers, NY
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,249,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,249,279
- Employer contributions
- $0
- Participant contributions
- $2,840,743
- Total income / additions
- $7,299,636
- Benefits paid
- $3,012,684
- Administrative expenses
- $8,038
- Total expenses
- $3,197,851
- Net increase / (decrease)
- $4,101,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $6,250 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,788 | $0 |