Future Solutions Retirement Plan — Form 5500 plan (Liberty Excavators, Inc.)
Plain-English plan 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, Future Solutions Retirement Plan is a benefit plan reported by Liberty Excavators, Inc. under EIN 23-2023985 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $16,507,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Excavators, Inc.
- EIN
- 23-2023985
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $16,507,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20240930145354NAL0009629632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,507,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,507,554
- Net assets (BOY)
- $14,424,005
Income & contributions
- Employer contributions
- $517,973
- Participant contributions
- $972,611
- Total contributions
- $1,516,080
- Total income / additions
- $3,963,306
Expenses & distributions
- Benefits paid
- $1,776,922
- Administrative expenses
- $101,193
- Total expenses
- $1,879,757
- Net increase / (decrease)
- $2,083,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $70,106 | $0 | 2023 |
| Legacy Advisors LLC | INVESTMENT ADVISOR | $28,740 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | TPA | $15,872 | $7,166 | 2023 |
| Stambaugh Ness Pc | AUDITOR | $16,700 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Excavators, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Camp Hill, PA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Legacy Advisors LLC — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Stambaugh Ness Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation