2023 Form 5500 filing — Liberty Investments 1819, Inc. Retirement 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 20240920065244NAL0012497104001) for Liberty Investments 1819, Inc. Retirement Plan, reported by Liberty Investments 1819, Inc. under EIN 93-2542612 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31KReported net assets$30,983
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240920065244NAL0012497104001
Plan sponsor
Liberty Investments 1819, Inc.
EIN
93-2542612
Plan number
001
Location
Sheridan, WY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$31K total assets
Net assets$31KLiabilities
Money in vs. money out
Total income / additions$31K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$30,983
Net assets (EOY)
$30,983
Total income / additions
$30,983
Total expenses
$0
Net increase / (decrease)
$30,983

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920065244NAL0012497104001 cover?
It is the 2023 Form 5500 filing for Liberty Investments 1819, Inc. Retirement Plan, reported by Liberty Investments 1819, Inc. (EIN 93-2542612).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages