Liberty Christian School 401(K) Plan — Form 5500 plan (Liberty Educational Ministries Incorporated)
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 Christian School 401(K) Plan is a benefit plan reported by Liberty Educational Ministries Incorporated under EIN 75-2316143 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $9,778,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Educational Ministries Incorporated
- EIN
- 75-2316143
- Plan number
- 001
- Plan type
- 2
- Location
- Argyle, TX
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $9,778,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241014175216NAL0013712339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,778,694
- Net assets (EOY)
- $9,778,694
- Net assets (BOY)
- $8,020,980
Income & contributions
- Employer contributions
- $347,395
- Participant contributions
- $839,824
- Total contributions
- $1,187,219
- Total income / additions
- $2,632,873
Expenses & distributions
- Benefits paid
- $817,420
- Administrative expenses
- $39,870
- Total expenses
- $875,159
- Net increase / (decrease)
- $1,757,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $22,139 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,725 | $0 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $6 | $8,614 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Educational Ministries Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Argyle, TX
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation