2023 Form 5500 filing — Liberation Programs, Inc. 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 20240806051328NAL0001922497001) for Liberation Programs, Inc. 401k Profit Sharing Plan & Trust, reported by Liberation Programs, Inc. under EIN 06-0867006 and plan number 001. It reports 180 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)$3.9MReported net assets$3,932,415
Participants180
Provider compensation$19.5K3 Schedule C row(s)$19,543
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806051328NAL0001922497001
Plan sponsor
Liberation Programs, Inc.
EIN
06-0867006
Plan number
001
Location
Bridgeport, CT
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$215.5K
Benefits paid / distributions$191.5K
Contributions
Employer$138.7K
Participant$492.5K
Full reported line items
Total assets (EOY)
$3,932,415
Total liabilities (EOY)
$0
Net assets (EOY)
$3,932,415
Employer contributions
$138,670
Participant contributions
$492,512
Total income / additions
$1,173,530
Benefits paid
$191,486
Administrative expenses
$19,305
Total expenses
$215,507
Net increase / (decrease)
$958,023
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $13.3K · Indirect $238
  2. 2
    RECORD KEEPER · Direct $6K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806051328NAL0001922497001 cover?
It is the 2023 Form 5500 filing for Liberation Programs, Inc. 401k Profit Sharing Plan & Trust, reported by Liberation Programs, Inc. (EIN 06-0867006).
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).

Related Form 5500 pages