2023 Form 5500 filing — Liberty Pumps Profit Sharing 401(K) Plan

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 20240813140739NAL0023023986001) for Liberty Pumps Profit Sharing 401(K) Plan, reported by Liberty Pumps under EIN 16-0909438 and plan number 002. It reports 368 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)$28.5MReported net assets$28,548,336
Participants368
Provider compensation$89.9K2 Schedule C row(s)$89,935
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240813140739NAL0023023986001
Plan sponsor
Liberty Pumps
EIN
16-0909438
Plan number
002
Location
Bergen, NY
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)$28.5M total assets
Net assets$28.5MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$746.9K
Participant$1.9M
Full reported line items
Total assets (EOY)
$28,548,336
Total liabilities (EOY)
$0
Net assets (EOY)
$28,548,336
Employer contributions
$746,933
Participant contributions
$1,858,949
Total income / additions
$6,917,358
Benefits paid
$2,860,252
Administrative expenses
$89,935
Total expenses
$2,950,187
Net increase / (decrease)
$3,967,171
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $47.1K · Indirect $0
  2. 2
    ADVISOR · Direct $42.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240813140739NAL0023023986001 cover?
It is the 2023 Form 5500 filing for Liberty Pumps Profit Sharing 401(K) Plan, reported by Liberty Pumps (EIN 16-0909438).
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