The Liberty Lines 401(K) — Form 5500 plan (Liberty Lines Transit, Inc.)

Plain-English plan 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, The Liberty Lines 401(K) is a benefit plan reported by Liberty Lines Transit, Inc. under EIN 13-3096342 and plan number 002. The latest loaded filing year is 2023. The filing reports 750 participants and $33,249,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Lines Transit, Inc.
EIN
13-3096342
Plan number
002
Plan type
2
Location
Yonkers, NY
Latest filing year
2023
Participants
750
End-of-year plan assets
$33,249,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023750H, C20241011154155NAL0022249825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,249,279
Total liabilities (EOY)
$0
Net assets (EOY)
$33,249,279
Net assets (BOY)
$29,147,494

Income & contributions

Employer contributions
$0
Participant contributions
$2,840,743
Total contributions
$2,924,996
Total income / additions
$7,299,636

Expenses & distributions

Benefits paid
$3,012,684
Administrative expenses
$8,038
Total expenses
$3,197,851
Net increase / (decrease)
$4,101,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$6,250not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$1,788$02023

Related Form 5500 pages