Liberty Management Non-Union Employee Stock Ownership 401(K)Plan — Form 5500 plan (Liberty Behavioral Management Group, 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 Management Non-Union Employee Stock Ownership 401(K)Plan is a benefit plan reported by Liberty Behavioral Management Group, Inc. under EIN 81-5260872 and plan number 003. The latest loaded filing year is 2023. The filing reports 288 participants and $13,531,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Behavioral Management Group, Inc.
- EIN
- 81-5260872
- Plan number
- 003
- Plan type
- 2
- Location
- Glenville, NY
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $13,531,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20251021133238NAL0000938961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,531,994
- Total liabilities (EOY)
- $31,937
- Net assets (EOY)
- $13,500,057
- Net assets (BOY)
- $27,836,962
Income & contributions
- Employer contributions
- $234,047
- Participant contributions
- $738,474
- Total contributions
- $972,521
- Total income / additions
- -$11,308,768
Expenses & distributions
- Benefits paid
- $2,937,723
- Administrative expenses
- $106,543
- Total expenses
- $3,047,070
- Net increase / (decrease)
- -$14,355,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $48,919 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $37,631 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Dba Futureplan | TPA | $20,018 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Behavioral Management Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Glenville, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Ascensus Holdings Dba Futureplan — Schedule C compensation