Plan5500

Liuna National 401(K) Retirement Savings Plan — Form 5500 plan (Board Of Trustees Of The Liuna National 401k Retirement Savings Plan)

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, Liuna National 401(K) Retirement Savings Plan is a benefit plan reported by Board Of Trustees Of The Liuna National 401k Retirement Savings Plan under EIN 52-6941497 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,205 participants and $162,554,920 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$162.4MPlan net assets, end of year$162,359,137
Participants1.2KCovered participants reported1,205
Assets / participant$134.9KComputed: assets ÷ participants$134,900 (computed)
Provider compensation$164.3K5 Schedule C provider row(s)$164,284
Plan sponsor
Board Of Trustees Of The Liuna National 401k Retirement Savings Plan
EIN
52-6941497
Plan number
001
Plan type
1
Location
Washington, DC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,205 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$162.6M total assets
Net assets$162.4MLiabilities$195.8K
Money in vs. money out
Total income / additions$36M
Total expenses$10.5M
Benefits paid / distributions$10.1M
Contributions
Employer$3.9M
Participant$7.8M
Full reported line items

Net assets

Total assets (EOY)
$162,554,920
Total liabilities (EOY)
$195,783
Net assets (EOY)
$162,359,137
Net assets (BOY)
$136,883,402

Income & contributions

Employer contributions
$3,874,073
Participant contributions
$7,788,142
Total contributions
$12,964,505
Total income / additions
$35,979,533

Expenses & distributions

Benefits paid
$10,132,644
Administrative expenses
$371,154
Total expenses
$10,503,798
Net increase / (decrease)
$25,475,735
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    John Hancock Retirement Plan Svcs$82.2K
    NONE · Direct $82.2K · Indirect $0
  2. 2
    Segal Advisors, Inc Dba Segal Marco$40K
    NONE · Direct $40K
  3. 3
    The Law Offices Of James S. Ray$18.7K
    NONE · Direct $18.7K
  4. 4
    Calibre Cpa Group Pllc$13.8K
    NONE · Direct $13.8K
  5. 5
    Bank Of New York Mellon$9.7K
    NONE · Direct $9.7K

What to inspect next

Frequently asked questions

Who sponsors the Liuna National 401(K) Retirement Savings Plan?
Liuna National 401(K) Retirement Savings Plan is reported as sponsored by Board Of Trustees Of The Liuna National 401k Retirement Savings Plan (EIN 52-6941497, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Liuna National 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for Liuna National 401(K) Retirement Savings Plan is 2023.
How many participants does Liuna National 401(K) Retirement Savings Plan report?
Liuna National 401(K) Retirement Savings Plan reports 1,205 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Liuna National 401(K) Retirement Savings Plan?
Liuna National 401(K) Retirement Savings Plan reports $162,554,920 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages