2023 Form 5500 filing — Liberty Lines Transit, Inc. Pension 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 20241011180013NAL0023376497001) for Liberty Lines Transit, Inc. Pension Plan, reported by Liberty Lines Transit, Inc. under EIN 13-3096342 and plan number 001. It reports 148 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)$10.4MReported net assets$10,413,387
Participants148
Provider compensation$31.2K1 Schedule C row(s)$31,181
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011180013NAL0023376497001
Plan sponsor
Liberty Lines Transit, Inc.
EIN
13-3096342
Plan number
001
Location
Yonkers, NY
Received date
not reported in the loaded dataset
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$10,413,387
Total liabilities (EOY)
$0
Net assets (EOY)
$10,413,387
Employer contributions
$0
Participant contributions
$0
Total income / additions
$1,393,201
Benefits paid
$1,059,021
Administrative expenses
$31,196
Total expenses
$1,090,217
Net increase / (decrease)
$302,984

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pcs - ConnecticutBROKER$31,181$0

Related Form 5500 pages