2023 Form 5500 filing — Liberty Auto Group, Ltd. 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 20241009112310NAL0018220913002) for Liberty Auto Group, Ltd. 401(K) Plan, reported by Liberty Auto Group, Ltd. under EIN 34-1926108 and plan number 001. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112310NAL0018220913002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Auto Group, Ltd.
- EIN
- 34-1926108
- Plan number
- 001
- Location
- Maple Heights, OH
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,283,367
- Net assets (EOY)
- $22,283,367
- Employer contributions
- $351,218
- Participant contributions
- $1,601,790
- Total income / additions
- $5,013,511
- Benefits paid
- $2,081,377
- Administrative expenses
- $143,299
- Total expenses
- $2,224,676
- Net increase / (decrease)
- $2,788,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY-PLAN | $67,478 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $60,396 | $0 |
| Rea & Associates | AUDIT | $15,500 | not reported in the loaded dataset |