Libertas Copper, LLC Retirement Savings Plan — Form 5500 plan (Libertas Copper, 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, Libertas Copper, LLC Retirement Savings Plan is a benefit plan reported by Libertas Copper, LLC under EIN 45-3636909 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $12,630,742 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,630,742
Participants184Covered participants reported
Assets / participant$68.6KComputed: assets ÷ participants$68,645 (computed)
Provider compensation$15.5K2 Schedule C provider row(s)$15,498
Plan sponsor
Libertas Copper, LLC
EIN
45-3636909
Plan number
002
Plan type
2
Location
Leetsdale, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241015121007NAL0028344545001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$300.4K
Participant$677.5K
Full reported line items

Net assets

Total assets (EOY)
$12,630,742
Total liabilities (EOY)
$0
Net assets (EOY)
$12,630,742
Net assets (BOY)
$12,599,889

Income & contributions

Employer contributions
$300,449
Participant contributions
$677,505
Total contributions
$1,396,241
Total income / additions
$3,315,974

Expenses & distributions

Benefits paid
$3,428,798
Administrative expenses
$15,498
Total expenses
$3,444,296
Net increase / (decrease)
-$128,322
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets27%Computed ratio
Benefits paid ÷ total income103%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$11,335$02023
Fort Pitt Capital GroupNONE$4,163not reported in the loaded dataset2023

Related Form 5500 pages