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LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameLIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST
Plan identification number 001

LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIBERTY SYSTEMS, L L C has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY SYSTEMS, L L C
Employer identification number (EIN):760833043
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01MATT WAUGH
0012014-01-01MATT WAUGH
0012013-01-01MATT WAUGH
0012012-01-01MATT WAUGH
0012011-01-01MATT WAUGH
0012010-01-01MATT WAUGH
0012009-01-01KEN GIBSON

Plan Statistics for LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST

401k plan membership statisitcs for LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST

Measure Date Value
2015: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
2010: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST

Measure Date Value
2015 : LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-278,958
Expenses. Total of all expenses incurred2015-12-31$272,587
Benefits paid (including direct rollovers)2015-12-31$270,599
Total plan assets at end of year2015-12-31$769,821
Total plan assets at beginning of year2015-12-31$1,321,366
Expenses. Other expenses not covered elsewhere2015-12-31$1,988
Other income received2015-12-31$-350,605
Net income (gross income less expenses)2015-12-31$-551,545
Net plan assets at end of year (total assets less liabilities)2015-12-31$769,821
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,321,366
Total contributions received or receivable from employer(s)2015-12-31$71,647
2014 : LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$94,259
Expenses. Total of all expenses incurred2014-12-31$5,981
Total plan assets at end of year2014-12-31$1,321,366
Total plan assets at beginning of year2014-12-31$1,233,088
Expenses. Other expenses not covered elsewhere2014-12-31$5,981
Other income received2014-12-31$24,702
Net income (gross income less expenses)2014-12-31$88,278
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,321,366
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,233,088
Total contributions received or receivable from employer(s)2014-12-31$69,557
2013 : LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$228,742
Expenses. Total of all expenses incurred2013-12-31$4,424
Total plan assets at end of year2013-12-31$1,233,088
Total plan assets at beginning of year2013-12-31$1,008,770
Expenses. Other expenses not covered elsewhere2013-12-31$4,424
Other income received2013-12-31$128,990
Net income (gross income less expenses)2013-12-31$224,318
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,233,088
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,008,770
Total contributions received or receivable from employer(s)2013-12-31$99,752
2012 : LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$210,378
Expenses. Total of all expenses incurred2012-12-31$9,385
Benefits paid (including direct rollovers)2012-12-31$4,782
Total plan assets at end of year2012-12-31$1,008,770
Total plan assets at beginning of year2012-12-31$807,777
Expenses. Other expenses not covered elsewhere2012-12-31$4,603
Other income received2012-12-31$87,206
Net income (gross income less expenses)2012-12-31$200,993
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,008,770
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$807,777
Total contributions received or receivable from employer(s)2012-12-31$123,172
2011 : LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$187,071
Expenses. Total of all expenses incurred2011-12-31$7,210
Total plan assets at end of year2011-12-31$807,777
Total plan assets at beginning of year2011-12-31$627,916
Total contributions received or receivable from participants2011-12-31$33,000
Expenses. Other expenses not covered elsewhere2011-12-31$7,210
Contributions received from other sources (not participants or employers)2011-12-31$124,836
Other income received2011-12-31$-50,538
Net income (gross income less expenses)2011-12-31$179,861
Net plan assets at end of year (total assets less liabilities)2011-12-31$807,777
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$627,916
Total contributions received or receivable from employer(s)2011-12-31$79,773
2010 : LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$190,962
Expenses. Total of all expenses incurred2010-12-31$3,947
Total plan assets at end of year2010-12-31$627,916
Total plan assets at beginning of year2010-12-31$440,901
Total contributions received or receivable from participants2010-12-31$33,000
Expenses. Other expenses not covered elsewhere2010-12-31$3,947
Other income received2010-12-31$82,627
Net income (gross income less expenses)2010-12-31$187,015
Net plan assets at end of year (total assets less liabilities)2010-12-31$627,916
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$440,901
Total contributions received or receivable from employer(s)2010-12-31$75,335

Form 5500 Responses for LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST

2015: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIBERTY SYSTEMS, LLC RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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