2023 Form 5500 filing — Liberty Diversified International, Inc. 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 20250224142436NAL0016407152001) for Liberty Diversified International, Inc. Retirement Plan, reported by Liberty Diversified Internationl, Inc. under EIN 41-0989362 and plan number 001. It reports 2,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$193.5MReported net assets$193,545,973
Participants2.4K2,406
Provider compensation$247.2K3 Schedule C row(s)$247,186
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250224142436NAL0016407152001
Plan sponsor
Liberty Diversified Internationl, Inc.
EIN
41-0989362
Plan number
001
Location
New Hope, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$193.5M total assets
Net assets$193.5MLiabilities$0
Money in vs. money out
Total income / additions$45M
Total expenses$21.6M
Benefits paid / distributions$21.2M
Contributions
Employer$6.2M
Participant$9.1M
Full reported line items
Total assets (EOY)
$193,545,973
Total liabilities (EOY)
$0
Net assets (EOY)
$193,545,973
Employer contributions
$6,229,769
Participant contributions
$9,141,309
Total income / additions
$44,963,671
Benefits paid
$21,249,417
Administrative expenses
$249,085
Total expenses
$21,629,732
Net increase / (decrease)
$23,333,939
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $178.3K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $56.3K
  3. 3
    OTHER · Direct $12.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250224142436NAL0016407152001 cover?
It is the 2023 Form 5500 filing for Liberty Diversified International, Inc. Retirement Plan, reported by Liberty Diversified Internationl, Inc. (EIN 41-0989362).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages