2023 Form 5500 filing — Liberty Resources Retirement 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 20241014145311NAL0015146211001) for Liberty Resources Retirement Plan, reported by Liberty Management Services, Inc. under EIN 41-2262515 and plan number 001. It reports 1,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145311NAL0015146211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Management Services, Inc.
- EIN
- 41-2262515
- Plan number
- 001
- Location
- East Syracuse, NY
- Participants
- 1,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,727,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,727,940
- Employer contributions
- $319,385
- Participant contributions
- $2,242,903
- Total income / additions
- $5,391,277
- Benefits paid
- $1,563,305
- Administrative expenses
- $215,422
- Total expenses
- $1,795,296
- Net increase / (decrease)
- $3,595,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $215,421 | $0 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $48,893 |
| Mml Investors Services LLC | OTHER SERVICES | $0 | $5,800 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |