Plan5500

Liberty Resources Retirement Plan — Form 5500 plan (Liberty Management Services, 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 Resources Retirement Plan is a benefit plan reported by Liberty Management Services, Inc. under EIN 41-2262515 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,415 participants and $17,727,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Management Services, Inc.
EIN
41-2262515
Plan number
001
Plan type
2
Location
East Syracuse, NY
Latest filing year
2023
Participants
1,415
End-of-year plan assets
$17,727,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,415H, C20241014145311NAL0015146211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,727,940
Total liabilities (EOY)
$0
Net assets (EOY)
$17,727,940
Net assets (BOY)
$14,131,959

Income & contributions

Employer contributions
$319,385
Participant contributions
$2,242,903
Total contributions
$2,793,812
Total income / additions
$5,391,277

Expenses & distributions

Benefits paid
$1,563,305
Administrative expenses
$215,422
Total expenses
$1,795,296
Net increase / (decrease)
$3,595,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$215,421$02023
Mml Insurance Agency LLCOTHER SERVICES$0$48,8932023
Mml Investors Services LLCOTHER SERVICES$0$5,8002023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages