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LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameLIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

LIBERTY CAPITAL GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY CAPITAL GROUP INC
Employer identification number (EIN):202517362
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVEN CUBELLIS2024-07-10 STEVEN CUBELLIS2024-07-10
0012022-01-01STEVEN CUBELLIS2023-05-18 STEVEN CUBELLIS2023-05-18
0012021-01-01STEVEN CUBELLIS2022-04-12 STEVEN CUBELLIS2022-04-12
0012020-01-01STEVEN CUBELLIS2021-05-06 STEVEN CUBELLIS2021-05-06
0012019-01-01STEVEN CUBELLIS2020-07-21 STEVEN CUBELLIS2020-07-21
0012018-01-01STEVEN CUBELLIS2019-07-25
0012017-01-01STEVEN CUBELLIS2018-06-27
0012016-01-01STEVEN CUBELLIS2017-09-28
0012015-01-01DAVID DARCO2016-06-22
0012014-01-01DAVID DARCO2015-10-15
0012013-01-01DAVID D'ARCO
0012012-01-01LIBERTY CAPITAL GROUP INC
0012011-01-01LIBERTY CAPITAL GROUP INC
0012010-01-01LIBERTY CAPITAL GROUP INC

Financial Data on LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-03699915
Net assets as of the end of the plan year2025-06-032470562
Total assets as of the beginning of the plan year2025-06-032785621
Value of plan covered by a fidelity bond2025-06-03280000
Participant contributions to plan in this plan year2025-06-03100200
Other expenses paid from plan in this plan year2025-06-030
Other income to plan in this plan year2025-06-03177898
Plan net income in this plan year2025-06-03-315059
Net assets as of the end of the plan year2025-06-032470562
Net assets as of the beginning of the plan year2025-06-032785621
Employer contributions to plan in this plan year2025-06-03106758
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-030
2024 : LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-100
Net assets as of the end of the plan year2024-07-102785621
Total assets as of the beginning of the plan year2024-07-102330285
Value of plan covered by a fidelity bond2024-07-102750000
Participant contributions to plan in this plan year2024-07-1090000
Other expenses paid from plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-10282550
Plan net income in this plan year2024-07-10455336
Net assets as of the end of the plan year2024-07-102785621
Net assets as of the beginning of the plan year2024-07-102330285
Employer contributions to plan in this plan year2024-07-1082786
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-100
2022 : LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-120
Net assets as of the end of the plan year2022-04-122379906
Total assets as of the beginning of the plan year2022-04-121954331
Value of plan covered by a fidelity bond2022-04-12130000
Participant contributions to plan in this plan year2022-04-12104000
Other expenses paid from plan in this plan year2022-04-120
Other income to plan in this plan year2022-04-12203075
Plan net income in this plan year2022-04-12425575
Net assets as of the end of the plan year2022-04-122379906
Net assets as of the beginning of the plan year2022-04-121954331
Employer contributions to plan in this plan year2022-04-12118500
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-120
2013 : LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$169,310
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$267,950
Total plan assets at beginning of year2013-12-31$98,640
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$63,500
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$26,176
Net income (gross income less expenses)2013-12-31$169,310
Net plan assets at end of year (total assets less liabilities)2013-12-31$267,950
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$98,640
Total contributions received or receivable from employer(s)2013-12-31$79,634
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$90,822
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$98,640
Total plan assets at beginning of year2012-12-31$7,818
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$56,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,580
Net income (gross income less expenses)2012-12-31$90,822
Net plan assets at end of year (total assets less liabilities)2012-12-31$98,640
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,818
Total contributions received or receivable from employer(s)2012-12-31$31,742
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$7,818
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$7,818
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$8,050
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-232
Net income (gross income less expenses)2011-12-31$7,818
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,818
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$0
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$0
Other income received2010-12-31$0
Net income (gross income less expenses)2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Assets. Value of participant loans2010-12-31$0

Form 5500 Responses for LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST

2013: LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIBERTY CAPITAL GROUP INC 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number224471
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number224471
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number224471
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number224471
Policy instance 1

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