LIBERTY BANK N.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIBERTY BANK N.A.
401k plan membership statisitcs for LIBERTY BANK N.A.
| Measure | Date | Value |
|---|
| 2023: LIBERTY BANK N.A. 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-03-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-03-01 | 13 |
| Total of all active and inactive participants | 2023-03-01 | 13 |
| Total participants | 2023-03-01 | 13 |
| 2022: LIBERTY BANK N.A. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-03-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 8 |
| Total of all active and inactive participants | 2022-03-01 | 8 |
| Total participants | 2022-03-01 | 8 |
| 2021: LIBERTY BANK N.A. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 3 |
| Total of all active and inactive participants | 2021-03-01 | 3 |
| Total participants | 2021-03-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : LIBERTY BANK N.A. 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-08-31 | $10,563 |
| Total income from all sources | 2023-08-31 | $12,829 |
| Expenses. Total of all expenses incurred | 2023-08-31 | $10,563 |
| Benefits paid (including direct rollovers) | 2023-08-31 | $10,563 |
| Total plan assets at end of year | 2023-08-31 | $12,829 |
| Value of fidelity bond covering the plan | 2023-08-31 | $5,000 |
| Total contributions received or receivable from participants | 2023-08-31 | $10,098 |
| Contributions received from other sources (not participants or employers) | 2023-08-31 | $2,731 |
| Net income (gross income less expenses) | 2023-08-31 | $2,266 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $2,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $0 |
| Total plan liabilities at end of year | 2023-02-28 | $16,377 |
| Total income from all sources | 2023-02-28 | $16,246 |
| Expenses. Total of all expenses incurred | 2023-02-28 | $16,377 |
| Benefits paid (including direct rollovers) | 2023-02-28 | $16,377 |
| Total plan assets at end of year | 2023-02-28 | $16,246 |
| Value of fidelity bond covering the plan | 2023-02-28 | $5,000 |
| Total contributions received or receivable from participants | 2023-02-28 | $15,696 |
| Contributions received from other sources (not participants or employers) | 2023-02-28 | $550 |
| Net income (gross income less expenses) | 2023-02-28 | $-131 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $-131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $0 |
| 2022 : LIBERTY BANK N.A. 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-02-28 | $6,470 |
| Total income from all sources | 2022-02-28 | $5,958 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $6,470 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $6,470 |
| Total plan assets at end of year | 2022-02-28 | $5,958 |
| Value of fidelity bond covering the plan | 2022-02-28 | $5,000 |
| Total contributions received or receivable from participants | 2022-02-28 | $5,958 |
| Net income (gross income less expenses) | 2022-02-28 | $-512 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $-512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $0 |
| 2023: LIBERTY BANK N.A. 2023 form 5500 responses |
|---|
| 2023-03-01 | Type of plan entity | Single employer plan |
| 2023-03-01 | Submission has been amended | No |
| 2023-03-01 | This submission is the final filing | No |
| 2023-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-03-01 | Plan is a collectively bargained plan | No |
| 2023-03-01 | Plan funding arrangement – Trust | Yes |
| 2023-03-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LIBERTY BANK N.A. 2022 form 5500 responses |
|---|
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | Submission has been amended | No |
| 2022-03-01 | This submission is the final filing | No |
| 2022-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-03-01 | Plan is a collectively bargained plan | No |
| 2022-03-01 | Plan funding arrangement – Trust | Yes |
| 2022-03-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LIBERTY BANK N.A. 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | First time form 5500 has been submitted | Yes |
| 2021-03-01 | Submission has been amended | No |
| 2021-03-01 | This submission is the final filing | No |
| 2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-03-01 | Plan is a collectively bargained plan | No |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
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