Liberty Admin Services, LLC 401(K) Retirement Plan — Form 5500 plan (Liberty Admin Services, 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, Liberty Admin Services, LLC 401(K) Retirement Plan is a benefit plan reported by Liberty Admin Services, LLC under EIN 46-2384470 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $13,289,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Admin Services, LLC
EIN
46-2384470
Plan number
001
Plan type
2
Location
Mercer Island, WA
Latest filing year
2023
Participants
294
End-of-year plan assets
$13,289,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20250213050645NAL0038835312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,289,676
Total liabilities (EOY)
$0
Net assets (EOY)
$13,289,676
Net assets (BOY)
$11,287,020

Income & contributions

Employer contributions
$246,201
Participant contributions
$1,145,811
Total contributions
$1,548,576
Total income / additions
$3,345,879

Expenses & distributions

Benefits paid
$1,292,694
Administrative expenses
$38,891
Total expenses
$1,343,223
Net increase / (decrease)
$2,002,656

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$32,314$02023
Adp, Inc.RECORD KEEPER$6,576$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages