Plan5500

Liberty Pumps — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Pumps (EIN 16-0909438) is a plan sponsor located in Bergen, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-0909438
Location
Bergen, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Liberty Pumps

  • 3 loaded plans hold $86.9M in reported assets.
  • The largest, Liberty Pumps Employee Stock Ownership Plan, holds 67% of this company's reported plan assets.
  • Plans cover 1,084 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.4MSummed across loaded plans$81,373,683
Total reported assets$86.9M$86,915,350
Total reported participants1.1K1,084
Total reported liabilities$5.5M$5,541,667

Reported net position

Reported assets = net assets + liabilities (summed)$86.9M total assets
Net assets$81.4MLiabilities$5.5M
Contributions & income
Employer contributions$2.8M
Participant contributions$1.9M
Total income / additions$18.6M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.9M
Net increase / (decrease)$14.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets67%Liberty Pumps Employee Stock Ownership Plan
Participants per plan361Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Liberty Pumps Employee Stock Ownership Plan$58.4M
    Plan #003 · 365 participants · 2023
  2. 2
    Liberty Pumps Profit Sharing 401(K) Plan$28.5M
    Plan #002 · 368 participants · 2023
  3. 3
    Liberty Pumps Welfare Benefit Plannot reported in the loaded dataset
    Plan #530 · 351 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Liberty Pumps. Open one for its full reported snapshot.

  1. 2023
    Liberty Pumps Welfare Benefit Plan351 participants · 2Sch C
    View filing →
  2. 2023
    Liberty Pumps Profit Sharing 401(K) Plan368 participants · 2Sch HSch C
    View filing →
  3. 2023
    Liberty Pumps Employee Stock Ownership Plan365 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Liberty Pumps report on Form 5500?
Liberty Pumps (EIN 16-0909438) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Liberty Pumps?
The Employer Identification Number (EIN) reported for Liberty Pumps is 16-0909438.
What is the latest Form 5500 filing year for Liberty Pumps?
The latest loaded Form 5500 filing year for Liberty Pumps is 2023.

Related Form 5500 pages