How many benefit plans does Liberty Bank N.A. report on Form 5500?

Liberty Bank N.A. (EIN 85-3193604) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Liberty Bank N.A.?

The Employer Identification Number (EIN) reported for Liberty Bank N.A. is 85-3193604.

What is the latest Form 5500 filing year for Liberty Bank N.A.?

The latest loaded Form 5500 filing year for Liberty Bank N.A. is 2023.

Liberty Bank N.A. — 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 Bank N.A. (EIN 85-3193604) is a plan sponsor located in Irvine, CA 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: 85-3193604
Location: Irvine, CA
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 Bank N.A.

1 loaded plans hold $17.6K in reported assets.
The largest, Liberty Bank N.A., holds 100% of this company's reported plan assets.
Plans cover 16 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3KSummed across loaded plans$2,266

Total reported assets$17.6K$17,606

Total reported participants16

Total reported liabilities$10.6K$10,563

Reported net position

Reported assets = net assets + liabilities (summed)$17.6K total assets

Net assets$2.3KLiabilities$10.6K

Contributions & income

Employer contributionsNot reported

Participant contributions$10.1K

Total income / additions$12.8K

Expenses & distributions

Benefits paid / distributions$10.6K

Total expenses$10.6K

Net increase / (decrease)$2.3K

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 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%Liberty Bank N.A.

Participants per plan16Average 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
Liberty Bank N.A.$17.6K
Plan #501 · 16 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 Bank N.A.. Open one for its full reported snapshot.

2023
Liberty Bank N.A.16 participants · 2Sch I
View filing →
2023
Liberty Bank N.A.15 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Liberty Bank N.A. report on Form 5500?: Liberty Bank N.A. (EIN 85-3193604) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Liberty Bank N.A.?: The Employer Identification Number (EIN) reported for Liberty Bank N.A. is 85-3193604.
What is the latest Form 5500 filing year for Liberty Bank N.A.?: The latest loaded Form 5500 filing year for Liberty Bank N.A. is 2023.