2023 Form 5500 filing — Liberty Electric, LLC 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 20240927091725NAL0002023345001) for Liberty Electric, LLC 401(K) Plan, reported by Liberty Electric, LLC under EIN 45-3437017 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,515,780
Participants49
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927091725NAL0002023345001
Plan sponsor
Liberty Electric, LLC
EIN
45-3437017
Plan number
001
Location
Memphis, TN
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$410.4K
Total expenses$42.4K
Benefits paid / distributions$40.7K
Contributions
Employer$0
Participant$79.1K
Full reported line items
Total assets (EOY)
$2,515,780
Total liabilities (EOY)
$0
Net assets (EOY)
$2,515,780
Employer contributions
$0
Participant contributions
$79,097
Total income / additions
$410,428
Benefits paid
$40,702
Administrative expenses
$1,718
Total expenses
$42,420
Net increase / (decrease)
$368,008

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927091725NAL0002023345001 cover?
It is the 2023 Form 5500 filing for Liberty Electric, LLC 401(K) Plan, reported by Liberty Electric, LLC (EIN 45-3437017).
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