2023 Form 5500 filing — Libertas Copper, LLC Retirement Savings 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 20241015121007NAL0028344545001) for Libertas Copper, LLC Retirement Savings Plan, reported by Libertas Copper, LLC under EIN 45-3636909 and plan number 002. It reports 184 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)$12.6MReported net assets$12,630,742
Participants184
Provider compensation$15.5K2 Schedule C row(s)$15,498
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015121007NAL0028344545001
Plan sponsor
Libertas Copper, LLC
EIN
45-3636909
Plan number
002
Location
Leetsdale, PA
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$300.4K
Participant$677.5K
Full reported line items
Total assets (EOY)
$12,630,742
Total liabilities (EOY)
$0
Net assets (EOY)
$12,630,742
Employer contributions
$300,449
Participant contributions
$677,505
Total income / additions
$3,315,974
Benefits paid
$3,428,798
Administrative expenses
$15,498
Total expenses
$3,444,296
Net increase / (decrease)
-$128,322

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$11,335$0
Fort Pitt Capital GroupNONE$4,163not reported in the loaded dataset

Related Form 5500 pages