Liberty Capital, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Liberty Capital, 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, Liberty Capital, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Liberty Capital, Inc. under EIN 31-1159734 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $23,613,058 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Capital, Inc.
EIN
31-1159734
Plan number
002
Plan type
2
Location
Wilmington, OH
Latest filing year
2023
Participants
178
End-of-year plan assets
$23,613,058

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20251002130351NAL0000351075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,613,058
Total liabilities (EOY)
$0
Net assets (EOY)
$23,613,058
Net assets (BOY)
$21,123,222

Income & contributions

Employer contributions
$134,471
Participant contributions
$475,327
Total contributions
$609,798
Total income / additions
$4,642,698

Expenses & distributions

Benefits paid
$2,102,802
Administrative expenses
$50,060
Total expenses
$2,152,862
Net increase / (decrease)
$2,489,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesCONSULTANT$27,933not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,680$02023

Related Form 5500 pages