Plan5500

Board Of Trustees Of The Liuna National 401k Retirement Savings Plan — 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, Board Of Trustees Of The Liuna National 401k Retirement Savings Plan (EIN 52-6941497) is a plan sponsor located in Washington, DC 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
52-6941497
Location
Washington, DC
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 Board Of Trustees Of The Liuna National 401k Retirement Savings Plan

  • 1 loaded plans hold $162.6M in reported assets.
  • The largest, Liuna National 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,205 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$162.4MSummed across loaded plans$162,359,137
Total reported assets$162.6M$162,554,920
Total reported participants1.2K1,205
Total reported liabilities$195.8K$195,783

Reported net position

Reported assets = net assets + liabilities (summed)$162.6M total assets
Net assets$162.4MLiabilities$195.8K
Contributions & income
Employer contributions$3.9M
Participant contributions$7.8M
Total income / additions$36M
Expenses & distributions
Benefits paid / distributions$10.1M
Total expenses$10.5M
Net increase / (decrease)$25.5M

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%Liuna National 401(K) Retirement Savings Plan
Participants per plan1,205Average 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
    Liuna National 401(K) Retirement Savings Plan$162.6M
    Plan #001 · 1,205 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 Board Of Trustees Of The Liuna National 401k Retirement Savings Plan. Open one for its full reported snapshot.

  1. 2023
    Liuna National 401(K) Retirement Savings Plan1,205 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustees Of The Liuna National 401k Retirement Savings Plan report on Form 5500?
Board Of Trustees Of The Liuna National 401k Retirement Savings Plan (EIN 52-6941497) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustees Of The Liuna National 401k Retirement Savings Plan?
The Employer Identification Number (EIN) reported for Board Of Trustees Of The Liuna National 401k Retirement Savings Plan is 52-6941497.
What is the latest Form 5500 filing year for Board Of Trustees Of The Liuna National 401k Retirement Savings Plan?
The latest loaded Form 5500 filing year for Board Of Trustees Of The Liuna National 401k Retirement Savings Plan is 2023.

Related Form 5500 pages