Liberty Lift Solutions, LLC 401(K) Plan — Form 5500 plan (Liberty Lift Solutions LLC)
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 Lift Solutions, LLC 401(K) Plan is a benefit plan reported by Liberty Lift Solutions LLC under EIN 46-1386383 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $16,784,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Lift Solutions LLC
- EIN
- 46-1386383
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $16,784,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241015074518NAL0027776561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,784,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,784,868
- Net assets (BOY)
- $11,925,860
Income & contributions
- Employer contributions
- $1,525,342
- Participant contributions
- $2,366,225
- Total contributions
- $4,117,795
- Total income / additions
- $6,358,355
Expenses & distributions
- Benefits paid
- $1,443,397
- Administrative expenses
- $55,950
- Total expenses
- $1,499,347
- Net increase / (decrease)
- $4,859,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $55,950 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Alger Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison Funds | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Ivy Funds | NONE | $0 | $0 | 2023 |
| Fidelity Funds | NONE | $0 | $0 | 2023 |
| Vanguard Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Lift Solutions LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Alger Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Prudential Jennison Funds — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Ivy Funds — Schedule C compensation
- Fidelity Funds — Schedule C compensation
- Vanguard Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation