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LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 401k Plan overview

Plan NameLIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN
Plan identification number 001

LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name:LIBERTY CAPITAL MANAGEMENT, INC
Employer identification number (EIN):330767666
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-09-13
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-10-06
0012022-01-01TARA EVANS, FOR TAG RESOURCES2024-09-03
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MICHAEL CIAURI2015-10-12
0012013-01-01MICHAEL CIAURI JOHN LEWIS2014-07-28
0012012-01-01MICHAEL CIAURI JOHN LEWIS2013-07-11
0012011-01-01MICHAEL CIAURI JOHN LEWIS2012-07-30
0012009-01-01MICHAEL CIAURI JOHN LEWIS2010-07-15

Financial Data on LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN

Measure Date Value
2025 : LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-1112419
Net assets as of the end of the plan year2025-04-11137679
Total assets as of the beginning of the plan year2025-04-11119624
Value of plan covered by a fidelity bond2025-04-11500000
Participant contributions to plan in this plan year2025-04-1111907
Value of participant loans at end of plan year2025-04-119793
Other income to plan in this plan year2025-04-1115598
Plan net income in this plan year2025-04-1118055
Net assets as of the end of the plan year2025-04-11137679
Net assets as of the beginning of the plan year2025-04-11119624
Employer contributions to plan in this plan year2025-04-112969
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-111451
2024 : LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-13143390
Net assets as of the end of the plan year2024-09-13119624
Total assets as of the beginning of the plan year2024-09-1318282
Value of plan covered by a fidelity bond2024-09-13500000
Participant contributions to plan in this plan year2024-09-1314070
Value of participant loans at end of plan year2024-09-1317361
Other income to plan in this plan year2024-09-13227345
Plan net income in this plan year2024-09-13101342
Net assets as of the end of the plan year2024-09-13119624
Net assets as of the beginning of the plan year2024-09-1318282
Employer contributions to plan in this plan year2024-09-133317
Fees paid to broker by Benefit Provider2024-09-1373
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-131795
2013 : LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$37,419
Expenses. Total of all expenses incurred2013-12-31$1,919
Total plan assets at end of year2013-12-31$130,929
Total plan assets at beginning of year2013-12-31$95,429
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$8,763
Other income received2013-12-31$26,776
Net income (gross income less expenses)2013-12-31$35,500
Net plan assets at end of year (total assets less liabilities)2013-12-31$130,929
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$95,429
Total contributions received or receivable from employer(s)2013-12-31$1,880
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,919
2012 : LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$11,055
Expenses. Total of all expenses incurred2012-12-31$1,909
Total plan assets at end of year2012-12-31$95,429
Total plan assets at beginning of year2012-12-31$74,527
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$9,086
Net income (gross income less expenses)2012-12-31$9,146
Net plan assets at end of year (total assets less liabilities)2012-12-31$95,429
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$74,527
Total contributions received or receivable from employer(s)2012-12-31$1,969
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,909
2011 : LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2011 401k financial data
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$11,288
Expenses. Total of all expenses incurred2011-12-31$769
Total plan assets at end of year2011-12-31$74,527
Total plan assets at beginning of year2011-12-31$68,825
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$1,886
Net income (gross income less expenses)2011-12-31$10,519
Net plan assets at end of year (total assets less liabilities)2011-12-31$74,527
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$68,825
Total contributions received or receivable from employer(s)2011-12-31$9,402
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$769
2010 : LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$13,342
Expenses. Total of all expenses incurred2010-12-31$4,365
Benefits paid (including direct rollovers)2010-12-31$3,794
Total plan assets at end of year2010-12-31$68,825
Total plan assets at beginning of year2010-12-31$50,026
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$11,265
Net income (gross income less expenses)2010-12-31$8,977
Net plan assets at end of year (total assets less liabilities)2010-12-31$68,825
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$50,026
Total contributions received or receivable from employer(s)2010-12-31$2,077
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$571

Form 5500 Responses for LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN

2013: LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIBERTY CAPITAL MANAGEMENT, INC 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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