2023 Form 5500 filing — Liberty Lift Solutions, 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 20241015074518NAL0027776561001) for Liberty Lift Solutions, LLC 401(K) Plan, reported by Liberty Lift Solutions LLC under EIN 46-1386383 and plan number 001. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074518NAL0027776561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Lift Solutions LLC
- EIN
- 46-1386383
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,784,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,784,868
- Employer contributions
- $1,525,342
- Participant contributions
- $2,366,225
- Total income / additions
- $6,358,355
- Benefits paid
- $1,443,397
- Administrative expenses
- $55,950
- Total expenses
- $1,499,347
- Net increase / (decrease)
- $4,859,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $55,950 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Alger Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Prudential Jennison Funds | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Ivy Funds | NONE | $0 | $0 |
| Fidelity Funds | NONE | $0 | $0 |
| Vanguard Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |