Plan5500

Liberty Bancshares, Inc. Employee Stock Ownership Plan — Form 5500 plan (Liberty Bancshares, 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 Bancshares, Inc. Employee Stock Ownership Plan is a benefit plan reported by Liberty Bancshares, Inc. under EIN 34-1545356 and plan number 002. The latest loaded filing year is 2023. The filing reports 80 participants and $3,134,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Bancshares, Inc.
EIN
34-1545356
Plan number
002
Plan type
2
Location
Ada, OH
Latest filing year
2023
Participants
80
End-of-year plan assets
$3,134,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202380I, C20240726152034NAL0009111859001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,134,567
Net assets (EOY)
$3,134,567
Net assets (BOY)
$6,421,416

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$473,658

Expenses & distributions

Benefits paid
$3,728,165
Administrative expenses
$11,375
Total expenses
$3,760,507
Net increase / (decrease)
-$3,286,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Ins & Annuity CoSERVICE PROVIDER$227$02023

Related Form 5500 pages