2023 Form 5500 filing — Ld & Qhd 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 20241015144555NAL0056744370001) for Ld & Qhd 401(K) Plan, reported by Liberty Doctors, LLC under EIN 45-3367409 and plan number 001. It reports 261 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)$4.9MReported net assets$4,874,121
Participants261
Provider compensation$14.8K1 Schedule C row(s)$14,771
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015144555NAL0056744370001
- Plan sponsor
- Liberty Doctors, LLC
- EIN
- 45-3367409
- Plan number
- 001
- Location
- North Charleston, SC
- 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)$4.9M total assets
Net assets$4.9MLiabilities$7.3K
Full reported line items
- Total assets (EOY)
- $4,881,428
- Total liabilities (EOY)
- $7,307
- Net assets (EOY)
- $4,874,121
- Employer contributions
- $369,426
- Participant contributions
- $664,443
- Total income / additions
- $1,597,520
- Benefits paid
- $419,229
- Administrative expenses
- $6,496
- Total expenses
- $425,725
- Net increase / (decrease)
- $1,171,795
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates, Inc. | BROKER/DEALER | $0 | $14,771 |