2023 Form 5500 filing — Liberty Hill Equity Partners 401(K) Profit Sharing 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 20240917102828NAL0003835248001) for Liberty Hill Equity Partners 401(K) Profit Sharing Plan, reported by River Trading Company, Ltd. under EIN 41-1729898 and plan number 001. It reports 233 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)$23.4MReported net assets$23,407,299
Participants233
Provider compensation$44.3K2 Schedule C row(s)$44,318
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917102828NAL0003835248001
Plan sponsor
River Trading Company, Ltd.
EIN
41-1729898
Plan number
001
Location
Cincinnati, OH
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)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$1M
Participant$955.6K
Full reported line items
Total assets (EOY)
$23,407,299
Total liabilities (EOY)
$0
Net assets (EOY)
$23,407,299
Employer contributions
$1,012,915
Participant contributions
$955,636
Total income / additions
$4,982,247
Benefits paid
$2,400,163
Administrative expenses
$45,665
Total expenses
$2,445,828
Net increase / (decrease)
$2,536,419
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $26K
  2. 2
    RECORDKEEPER · Direct $18.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917102828NAL0003835248001 cover?
It is the 2023 Form 5500 filing for Liberty Hill Equity Partners 401(K) Profit Sharing Plan, reported by River Trading Company, Ltd. (EIN 41-1729898).
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