Cf & K 401(K) Profit Sharing Plan — Form 5500 plan (Liberty Casting Company, LLC)

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, Cf & K 401(K) Profit Sharing Plan is a benefit plan reported by Liberty Casting Company, LLC under EIN 45-0508423 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $12,715,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Casting Company, LLC
EIN
45-0508423
Plan number
001
Plan type
3
Location
Delaware, OH
Latest filing year
2023
Participants
222
End-of-year plan assets
$12,715,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20241001100440NAL0012081344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,715,109
Net assets (EOY)
$12,715,109
Net assets (BOY)
$12,041,064

Income & contributions

Employer contributions
$337,306
Participant contributions
$660,326
Total contributions
$1,144,313
Total income / additions
$2,894,630

Expenses & distributions

Benefits paid
$2,167,519
Administrative expenses
$53,066
Total expenses
$2,220,585
Net increase / (decrease)
$674,045

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesADVISOR$36,937not reported in the loaded dataset2023
Transamerica Financial Life Ins CoRECORDKEEPER$16,129$02023

Related Form 5500 pages