Liberty Safe 401(K) Plan — Form 5500 plan (Liberty Safe & Security Products, Inc.)

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 Safe 401(K) Plan is a benefit plan reported by Liberty Safe & Security Products, Inc. under EIN 94-2813526 and plan number 003. The latest loaded filing year is 2023. The filing reports 489 participants and $9,734,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Safe & Security Products, Inc.
EIN
94-2813526
Plan number
003
Plan type
2
Location
Payson, UT
Latest filing year
2023
Participants
489
End-of-year plan assets
$9,734,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023489H, C20241015144348NAL0049979088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,734,727
Total liabilities (EOY)
$0
Net assets (EOY)
$9,734,727
Net assets (BOY)
$8,043,991

Income & contributions

Employer contributions
$283,857
Participant contributions
$624,212
Total contributions
$1,592,922
Total income / additions
$2,930,750

Expenses & distributions

Benefits paid
$1,183,034
Administrative expenses
$36,682
Total expenses
$1,240,014
Net increase / (decrease)
$1,690,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$32,450$02023
Empower Advisory Group, LLCINVESTMENT MGMT$4,232not reported in the loaded dataset2023

Related Form 5500 pages