2023 Form 5500 filing — The Liberty Company 401(K) 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 20241015115133NAL0014531315001) for The Liberty Company 401(K) Plan, reported by The Liberty Company Insurance Brokers, Inc. under EIN 27-0063026 and plan number 001. It reports 793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115133NAL0014531315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Liberty Company Insurance Brokers, Inc.
- EIN
- 27-0063026
- Plan number
- 001
- Location
- Woodland Hills, CA
- Participants
- 793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,273,082
- Total liabilities (EOY)
- $750
- Net assets (EOY)
- $23,272,332
- Employer contributions
- $774,853
- Participant contributions
- $2,992,639
- Total income / additions
- $8,362,418
- Benefits paid
- $2,703,216
- Administrative expenses
- $104,282
- Total expenses
- $2,815,678
- Net increase / (decrease)
- $5,546,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $41,599 | not reported in the loaded dataset |
| Advanced Retirement Solutions | INVESTMENT ADVISOR | $37,347 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,541 | not reported in the loaded dataset |
| Leading Retirement Solutions | CONTRACT ADMIN | $7,500 | not reported in the loaded dataset |