2023 Form 5500 filing — Team Liberty 401k Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606152207NAL0039231104001) for Team Liberty 401k Profit Sharing Plan & Trust, reported by Team Liberty under EIN 81-1188152 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6KReported net assets$4,607

Participants5

Provider compensation$81 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240606152207NAL0039231104001
Plan sponsor: Team Liberty
EIN: 81-1188152
Plan number: 001
Location: Greenwood Village, CO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6K total assets

Net assets$4.6KLiabilities$0

Money in vs. money out

Total income / additions$4.6K

Total expenses$8

Benefits paid / distributions$0

Contributions

Employer$0

Participant$4.2K

Full reported line items

Total assets (EOY): $4,607
Total liabilities (EOY): $0
Net assets (EOY): $4,607
Employer contributions: $0
Participant contributions: $4,154
Total income / additions: $4,615
Benefits paid: $0
Administrative expenses: $8
Total expenses: $8
Net increase / (decrease): $4,607

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Paychex, Inc$8
INVESTMENT ADVISORY · Direct $8

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606152207NAL0039231104001 cover?: It is the 2023 Form 5500 filing for Team Liberty 401k Profit Sharing Plan & Trust, reported by Team Liberty (EIN 81-1188152).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).