The Liberty Company 401(K) Plan — Form 5500 plan (The Liberty Company Insurance Brokers, 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 Company 401(K) Plan is a benefit plan reported by The Liberty Company Insurance Brokers, Inc. under EIN 27-0063026 and plan number 001. The latest loaded filing year is 2023. The filing reports 793 participants and $23,273,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Liberty Company Insurance Brokers, Inc.
- EIN
- 27-0063026
- Plan number
- 001
- Plan type
- 2
- Location
- Woodland Hills, CA
- Latest filing year
- 2023
- Participants
- 793
- End-of-year plan assets
- $23,273,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 793 | H, C | 20241015115133NAL0014531315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,273,082
- Total liabilities (EOY)
- $750
- Net assets (EOY)
- $23,272,332
- Net assets (BOY)
- $17,057,073
Income & contributions
- Employer contributions
- $774,853
- Participant contributions
- $2,992,639
- Total contributions
- $5,044,103
- Total income / additions
- $8,362,418
Expenses & distributions
- Benefits paid
- $2,703,216
- Administrative expenses
- $104,282
- Total expenses
- $2,815,678
- Net increase / (decrease)
- $5,546,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $41,599 | not reported in the loaded dataset | 2023 |
| Advanced Retirement Solutions | INVESTMENT ADVISOR | $37,347 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,541 | not reported in the loaded dataset | 2023 |
| Leading Retirement Solutions | CONTRACT ADMIN | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Liberty Company Insurance Brokers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Woodland Hills, CA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Advanced Retirement Solutions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leading Retirement Solutions — Schedule C compensation