2023 Form 5500 filing — Future Solutions 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 20240930145354NAL0009629632001) for Future Solutions Retirement Plan, reported by Liberty Excavators, Inc. under EIN 23-2023985 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930145354NAL0009629632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Excavators, Inc.
- EIN
- 23-2023985
- Plan number
- 001
- Location
- Camp Hill, PA
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,507,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,507,554
- Employer contributions
- $517,973
- Participant contributions
- $972,611
- Total income / additions
- $3,963,306
- Benefits paid
- $1,776,922
- Administrative expenses
- $101,193
- Total expenses
- $1,879,757
- Net increase / (decrease)
- $2,083,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $70,106 | $0 |
| Legacy Advisors LLC | INVESTMENT ADVISOR | $28,740 | not reported in the loaded dataset |
| Pa Retirement Solutions, Inc. | TPA | $15,872 | $7,166 |
| Stambaugh Ness Pc | AUDITOR | $16,700 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,259 | not reported in the loaded dataset |