2023 Form 5500 filing — Liberty Christian School 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 20241014175216NAL0013712339001) for Liberty Christian School 401(K) Plan, reported by Liberty Educational Ministries Incorporated under EIN 75-2316143 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175216NAL0013712339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Educational Ministries Incorporated
- EIN
- 75-2316143
- Plan number
- 001
- Location
- Argyle, TX
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,778,694
- Net assets (EOY)
- $9,778,694
- Employer contributions
- $347,395
- Participant contributions
- $839,824
- Total income / additions
- $2,632,873
- Benefits paid
- $817,420
- Administrative expenses
- $39,870
- Total expenses
- $875,159
- Net increase / (decrease)
- $1,757,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $22,139 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,725 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $6 | $8,614 |