2023 Form 5500 filing — Liberty Management Non-Union Employee Stock Ownership 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 20251021133238NAL0000938961001) for Liberty Management Non-Union Employee Stock Ownership 401(K)Plan, reported by Liberty Behavioral Management Group, Inc. under EIN 81-5260872 and plan number 003. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251021133238NAL0000938961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Behavioral Management Group, Inc.
- EIN
- 81-5260872
- Plan number
- 003
- Location
- Glenville, NY
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,531,994
- Total liabilities (EOY)
- $31,937
- Net assets (EOY)
- $13,500,057
- Employer contributions
- $234,047
- Participant contributions
- $738,474
- Total income / additions
- -$11,308,768
- Benefits paid
- $2,937,723
- Administrative expenses
- $106,543
- Total expenses
- $3,047,070
- Net increase / (decrease)
- -$14,355,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $48,919 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $37,631 | not reported in the loaded dataset |
| Ascensus Holdings Dba Futureplan | TPA | $20,018 | not reported in the loaded dataset |