Ld & Qhd 401(K) Plan — Form 5500 plan (Liberty Doctors, 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, Ld & Qhd 401(K) Plan is a benefit plan reported by Liberty Doctors, LLC under EIN 45-3367409 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $4,881,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Doctors, LLC
EIN
45-3367409
Plan number
001
Plan type
2
Location
North Charleston, SC
Latest filing year
2023
Participants
261
End-of-year plan assets
$4,881,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241015144555NAL0056744370001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,881,428
Total liabilities (EOY)
$7,307
Net assets (EOY)
$4,874,121
Net assets (BOY)
$3,702,326

Income & contributions

Employer contributions
$369,426
Participant contributions
$664,443
Total contributions
$1,046,152
Total income / additions
$1,597,520

Expenses & distributions

Benefits paid
$419,229
Administrative expenses
$6,496
Total expenses
$425,725
Net increase / (decrease)
$1,171,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Royal Alliance Associates, Inc.BROKER/DEALER$0$14,7712023

Related Form 5500 pages