Plan5500

Liberty Self Storage, LLC — 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 Self Storage, LLC (EIN 20-1030537) is a plan sponsor located in Covington, LA 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
20-1030537
Location
Covington, LA
Loaded plans
1
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 Self Storage, LLC

  • 1 loaded plans hold $4.1M in reported assets.
  • The largest, Bennett Brothers Profit Sharing And Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 29 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,147,362
Total reported assets$4.1M$4,147,362
Total reported participants29
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities—
Contributions & income
Employer contributions$45.6K
Participant contributions$51.1K
Total income / additions$392.7K
Expenses & distributions
Benefits paid / distributions$20K
Total expenses$30.8K
Net increase / (decrease)$361.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 assets100%Bennett Brothers Profit Sharing And Savings Plan
Participants per plan29Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bennett Brothers Profit Sharing And Savings Plan$4.1M
    Plan #001 · 29 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 Self Storage, LLC. Open one for its full reported snapshot.

  1. 2023
    Bennett Brothers Profit Sharing And Savings Plan29 participants · 2Sch ISch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Liberty Self Storage, LLC report on Form 5500?
Liberty Self Storage, LLC (EIN 20-1030537) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Liberty Self Storage, LLC?
The Employer Identification Number (EIN) reported for Liberty Self Storage, LLC is 20-1030537.
What is the latest Form 5500 filing year for Liberty Self Storage, LLC?
The latest loaded Form 5500 filing year for Liberty Self Storage, LLC is 2023.

Related Form 5500 pages