401k Plan data: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST plan

LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST
Plan identification number	002

LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. has sponsored the creation of one or more 401k plans.

Company Name: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC.

Employer identification number (EIN): 411628151

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ROBIN GOHMAN
002 2016-01-01 ROBIN GOHMAN
002 2015-01-01 ROBIN GOHMAN
002 2014-01-01 KEVEN DUNLAP
002 2013-01-01 KEVEN DUNLAP
002 2012-01-01 KEVEN DUNLAP
002 2011-01-01 KEVEN DUNLAP
002 2009-01-01 KEVEN DUNLAP

Plan Statistics for LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST

Measure Date Value
2023: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 47
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 11
Total of all active and inactive participants 2023-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 58
Number of participants with account balances 2023-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 23
Total of all active and inactive participants 2022-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 71
Number of participants with account balances 2022-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 47
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 55
Number of participants with account balances 2021-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 51
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 42
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 53
Number of participants with account balances 2019-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 47
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 59
Number of participants with account balances 2018-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 48
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 61
Number of participants with account balances 2017-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 35
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 45
Number of participants with account balances 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 45
Number of participants with account balances 2015-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 40
Number of participants with account balances 2013-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	47
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	11
Total of all active and inactive participants	2023-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	58
Number of participants with account balances	2023-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	23
Total of all active and inactive participants	2022-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	71
Number of participants with account balances	2022-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	47
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	55
Number of participants with account balances	2021-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	51
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	42
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	53
Number of participants with account balances	2019-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	47
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	59
Number of participants with account balances	2018-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	48
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	61
Number of participants with account balances	2017-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	35
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	45
Number of participants with account balances	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	45
Number of participants with account balances	2015-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	40
Number of participants with account balances	2013-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST

Measure	Date	Value
2023 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,321,445
Expenses. Total of all expenses incurred	2023-12-31	$1,131,338
Benefits paid (including direct rollovers)	2023-12-31	$1,097,424
Total plan assets at end of year	2023-12-31	$6,978,394
Total plan assets at beginning of year	2023-12-31	$6,788,287
Value of fidelity bond covering the plan	2023-12-31	$1,500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$238,995
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,016,026
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$190,107
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,978,394
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,788,287
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$66,424
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$33,914
2022 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-866,614
Expenses. Total of all expenses incurred	2022-12-31	$859,167
Benefits paid (including direct rollovers)	2022-12-31	$820,161
Total plan assets at end of year	2022-12-31	$6,788,287
Total plan assets at beginning of year	2022-12-31	$8,514,068
Value of fidelity bond covering the plan	2022-12-31	$1,500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$211,517
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,140,205
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,725,781
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,788,287
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,514,068
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$62,074
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$39,006
2021 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,415,211
Expenses. Total of all expenses incurred	2021-12-31	$422,802
Benefits paid (including direct rollovers)	2021-12-31	$391,106
Total plan assets at end of year	2021-12-31	$8,514,068
Total plan assets at beginning of year	2021-12-31	$7,521,659
Value of fidelity bond covering the plan	2021-12-31	$1,500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$251,272
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,101,783
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$992,409
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,514,068
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,521,659
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$62,156
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$31,696
2020 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,145,854
Expenses. Total of all expenses incurred	2020-12-31	$66,029
Benefits paid (including direct rollovers)	2020-12-31	$50,380
Total plan assets at end of year	2020-12-31	$7,521,659
Total plan assets at beginning of year	2020-12-31	$6,441,834
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$250,903
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$831,784
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,079,825
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,521,659
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,441,834
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$63,167
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,649
2019 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,410,497
Expenses. Total of all expenses incurred	2019-12-31	$534,030
Benefits paid (including direct rollovers)	2019-12-31	$517,899
Total plan assets at end of year	2019-12-31	$6,441,834
Total plan assets at beginning of year	2019-12-31	$5,565,367
Value of fidelity bond covering the plan	2019-12-31	$1,500,000
Total contributions received or receivable from participants	2019-12-31	$219,055
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$2,439
Other income received	2019-12-31	$1,128,372
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$876,467
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,441,834
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,565,367
Total contributions received or receivable from employer(s)	2019-12-31	$60,631
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$818
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,313
2018 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-74,730
Expenses. Total of all expenses incurred	2018-12-31	$549,202
Benefits paid (including direct rollovers)	2018-12-31	$533,943
Total plan assets at end of year	2018-12-31	$5,565,367
Total plan assets at beginning of year	2018-12-31	$6,189,299
Value of fidelity bond covering the plan	2018-12-31	$1,500,000
Total contributions received or receivable from participants	2018-12-31	$197,347
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$3,588
Other income received	2018-12-31	$-361,396
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-623,932
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,565,367
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,189,299
Total contributions received or receivable from employer(s)	2018-12-31	$85,731
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15,259
2017 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,036,778
Expenses. Total of all expenses incurred	2017-12-31	$280,015
Benefits paid (including direct rollovers)	2017-12-31	$271,643
Total plan assets at end of year	2017-12-31	$6,189,299
Total plan assets at beginning of year	2017-12-31	$5,432,536
Value of fidelity bond covering the plan	2017-12-31	$1,500,000
Total contributions received or receivable from participants	2017-12-31	$179,069
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$805,531
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$756,763
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,189,299
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,432,536
Total contributions received or receivable from employer(s)	2017-12-31	$52,178
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,372
2016 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$448,684
Expenses. Total of all expenses incurred	2016-12-31	$69,917
Benefits paid (including direct rollovers)	2016-12-31	$69,917
Total plan assets at end of year	2016-12-31	$5,432,536
Total plan assets at beginning of year	2016-12-31	$5,053,769
Value of fidelity bond covering the plan	2016-12-31	$1,500,000
Total contributions received or receivable from participants	2016-12-31	$183,401
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$234,583
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$378,767
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,432,536
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,053,769
Total contributions received or receivable from employer(s)	2016-12-31	$30,700
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$282,735
Expenses. Total of all expenses incurred	2015-12-31	$84,576
Benefits paid (including direct rollovers)	2015-12-31	$69,238
Total plan assets at end of year	2015-12-31	$5,053,769
Total plan assets at beginning of year	2015-12-31	$4,855,610
Value of fidelity bond covering the plan	2015-12-31	$1,500,000
Total contributions received or receivable from participants	2015-12-31	$187,244
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$70,739
Other income received	2015-12-31	$-25,915
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$198,159
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,053,769
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,855,610
Total contributions received or receivable from employer(s)	2015-12-31	$50,667
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$15,338
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$427,874
Expenses. Total of all expenses incurred	2014-12-31	$38,901
Benefits paid (including direct rollovers)	2014-12-31	$24,351
Total plan assets at end of year	2014-12-31	$4,855,610
Total plan assets at beginning of year	2014-12-31	$4,466,637
Value of fidelity bond covering the plan	2014-12-31	$1,500,000
Total contributions received or receivable from participants	2014-12-31	$208,411
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$112
Other income received	2014-12-31	$171,214
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$388,973
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,855,610
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,466,637
Total contributions received or receivable from employer(s)	2014-12-31	$48,137
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$14,550
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$760,951
Expenses. Total of all expenses incurred	2013-12-31	$408,432
Benefits paid (including direct rollovers)	2013-12-31	$408,432
Total plan assets at end of year	2013-12-31	$4,466,637
Total plan assets at beginning of year	2013-12-31	$4,114,118
Value of fidelity bond covering the plan	2013-12-31	$1,500,000
Total contributions received or receivable from participants	2013-12-31	$235,840
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$4,871
Other income received	2013-12-31	$466,366
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$352,519
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,466,637
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,114,118
Total contributions received or receivable from employer(s)	2013-12-31	$53,874
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$563,282
Expenses. Total of all expenses incurred	2012-12-31	$30,984
Benefits paid (including direct rollovers)	2012-12-31	$17,769
Total plan assets at end of year	2012-12-31	$4,114,118
Total plan assets at beginning of year	2012-12-31	$3,581,820
Value of fidelity bond covering the plan	2012-12-31	$1,500,000
Total contributions received or receivable from participants	2012-12-31	$238,065
Other income received	2012-12-31	$274,005
Net income (gross income less expenses)	2012-12-31	$532,298
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,114,118
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,581,820
Total contributions received or receivable from employer(s)	2012-12-31	$51,212
Value of corrective distributions	2012-12-31	$13,190
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$191,071
Expenses. Total of all expenses incurred	2011-12-31	$194,577
Benefits paid (including direct rollovers)	2011-12-31	$185,898
Total plan assets at end of year	2011-12-31	$3,581,820
Total plan assets at beginning of year	2011-12-31	$3,585,326
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Total contributions received or receivable from participants	2011-12-31	$200,363
Other income received	2011-12-31	$-55,609
Net income (gross income less expenses)	2011-12-31	$-3,506
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,581,820
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,585,326
Total contributions received or receivable from employer(s)	2011-12-31	$46,317
Value of corrective distributions	2011-12-31	$8,674
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$613,782
Expenses. Total of all expenses incurred	2010-12-31	$3,054
Benefits paid (including direct rollovers)	2010-12-31	$3,054
Total plan assets at end of year	2010-12-31	$3,585,326
Total plan assets at beginning of year	2010-12-31	$2,974,598
Value of fidelity bond covering the plan	2010-12-31	$1,500,000
Total contributions received or receivable from participants	2010-12-31	$197,564
Other income received	2010-12-31	$367,920
Net income (gross income less expenses)	2010-12-31	$610,728
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,585,326
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,974,598
Total contributions received or receivable from employer(s)	2010-12-31	$48,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST

2023: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC.
Employer identification number (EIN):	411628151
NAIC Classification:	522120
NAIC Description:	Savings Institutions