Liberty Auto Group, Ltd. 401(K) Plan — Form 5500 plan (Liberty Auto Group, Ltd.)
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 Auto Group, Ltd. 401(K) Plan is a benefit plan reported by Liberty Auto Group, Ltd. under EIN 34-1926108 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $22,283,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Auto Group, Ltd.
- EIN
- 34-1926108
- Plan number
- 001
- Plan type
- 2
- Location
- Maple Heights, OH
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $22,283,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20241009112310NAL0018220913002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,283,367
- Net assets (EOY)
- $22,283,367
- Net assets (BOY)
- $19,494,532
Income & contributions
- Employer contributions
- $351,218
- Participant contributions
- $1,601,790
- Total contributions
- $2,012,017
- Total income / additions
- $5,013,511
Expenses & distributions
- Benefits paid
- $2,081,377
- Administrative expenses
- $143,299
- Total expenses
- $2,224,676
- Net increase / (decrease)
- $2,788,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY-PLAN | $67,478 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $60,396 | $0 | 2023 |
| Rea & Associates | AUDIT | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Auto Group, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Maple Heights, OH
- Kestra Advisory Services, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Rea & Associates — Schedule C compensation