Plan5500

Liberty, UT Form 5500 retirement and benefit plan filings

City Form 5500 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, UT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $315,035 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Liberty

  • 1 loaded plans hold $315K in reported assets across 1 sponsors.
  • The largest, Aspen Transit, Inc. 401(K) Plan, holds 100% of reported Liberty plan assets.
  • Plans cover 8 participants — about 8 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$315KSummed across loaded plans$315,035
Total reported assets$315K$315,035
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$315K total assets
Net assets$315KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$106.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$106.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Liberty, UT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Liberty market comparison

Largest plan share of assets100%Aspen Transit, Inc. 401(K) Plan
Participants per plan8Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Liberty

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Aspen Transit, Inc. 401(K) Plan$315K
    Aspen Transit, Inc. · 2023

Largest plans in Liberty → · Liberty plans by participants → · Liberty plans with financial data → · Liberty plans with provider compensation → · $1B+ plans in Liberty →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Liberty, UT?
1 plan(s) reported by 1 sponsor(s) are loaded for Liberty, UT.

Related Form 5500 pages