Logo

LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 401k Plan overview

Plan NameLIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN
Plan identification number 001

LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

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):383088163
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about LIBERTY CAPITAL MANAGEMENT, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0946825

More information about LIBERTY CAPITAL MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01KEN CARBAUGH
0012022-01-01
0012022-01-01KEN CARBAUGH
0012021-01-01
0012021-01-01KEN CARBAUGH
0012020-01-01
0012019-01-01
0012018-01-01KEN CARBAUGH KEN CARBAUGH2019-04-15
0012017-01-01KEN CARBAUGH KEN CARBAUGH2018-05-01
0012016-01-01ROBERT D. FOSTER ROBERT D. FOSTER2017-04-29
0012015-01-01ROBERT D. FOSTER ROBERT D. FOSTER2016-04-10
0012014-01-01ROBERT D. FOSTER ROBERT D. FOSTER2015-06-04
0012013-01-01ROBERT D. FOSTER ROBERT D. FOSTER2014-03-18
0012012-01-01ROBERT D. FOSTER ROBERT D. FOSTER2013-04-21
0012011-01-01ROBERT D. FOSTER ROBERT D. FOSTER2012-05-01
0012009-01-01ROBERT D. FOSTER ROBERT D. FOSTER2010-06-24

Financial Data on LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN

Measure Date Value
2025 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-15-1436405
Total expenses incurred by plan in this plan year2025-07-150
Net assets as of the end of the plan year2025-07-150
Total assets as of the beginning of the plan year2025-07-151012596
Participant contributions to plan in this plan year2025-07-157500
Other income to plan in this plan year2025-07-15416309
Plan net income in this plan year2025-07-15423809
Net assets as of the end of the plan year2025-07-150
Net assets as of the beginning of the plan year2025-07-151012596
2023 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$360,909
Expenses. Total of all expenses incurred2023-12-31$1,702,483
Benefits paid (including direct rollovers)2023-12-31$1,702,483
Total plan assets at end of year2023-12-31$1,012,596
Total plan assets at beginning of year2023-12-31$2,354,170
Total contributions received or receivable from participants2023-12-31$87,000
Other income received2023-12-31$251,427
Net income (gross income less expenses)2023-12-31$-1,341,574
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,012,596
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,354,170
Total contributions received or receivable from employer(s)2023-12-31$22,482
2022 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-454,516
Total plan assets at end of year2022-12-31$2,354,170
Total plan assets at beginning of year2022-12-31$2,808,686
Total contributions received or receivable from participants2022-12-31$74,500
Other income received2022-12-31$-549,908
Net income (gross income less expenses)2022-12-31$-454,516
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,354,170
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,808,686
Total contributions received or receivable from employer(s)2022-12-31$20,892
2021 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$701,429
Total plan assets at end of year2021-12-31$2,808,686
Total plan assets at beginning of year2021-12-31$2,107,257
Total contributions received or receivable from participants2021-12-31$71,500
Other income received2021-12-31$610,286
Net income (gross income less expenses)2021-12-31$701,429
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,808,686
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,107,257
Total contributions received or receivable from employer(s)2021-12-31$19,643
2020 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$427,089
Expenses. Total of all expenses incurred2020-12-31$2,507
Benefits paid (including direct rollovers)2020-12-31$2,507
Total plan assets at end of year2020-12-31$2,107,257
Total plan assets at beginning of year2020-12-31$1,682,675
Total contributions received or receivable from participants2020-12-31$71,500
Other income received2020-12-31$335,041
Net income (gross income less expenses)2020-12-31$424,582
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,107,257
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,682,675
Total contributions received or receivable from employer(s)2020-12-31$20,548
2019 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$473,426
Total plan assets at end of year2019-12-31$1,682,675
Total plan assets at beginning of year2019-12-31$1,209,249
Total contributions received or receivable from participants2019-12-31$81,000
Other income received2019-12-31$370,560
Net income (gross income less expenses)2019-12-31$473,426
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,682,675
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,209,249
Total contributions received or receivable from employer(s)2019-12-31$21,866
2018 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$70,542
Expenses. Total of all expenses incurred2018-12-31$1,557,769
Benefits paid (including direct rollovers)2018-12-31$1,557,769
Total plan assets at end of year2018-12-31$1,209,249
Total plan assets at beginning of year2018-12-31$2,696,476
Total contributions received or receivable from participants2018-12-31$79,500
Other income received2018-12-31$-32,229
Net income (gross income less expenses)2018-12-31$-1,487,227
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,209,249
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,696,476
Total contributions received or receivable from employer(s)2018-12-31$23,271
2017 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$594,096
Total plan assets at end of year2017-12-31$2,696,476
Total plan assets at beginning of year2017-12-31$2,102,380
Total contributions received or receivable from participants2017-12-31$112,800
Other income received2017-12-31$455,340
Net income (gross income less expenses)2017-12-31$594,096
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,696,476
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,102,380
Total contributions received or receivable from employer(s)2017-12-31$25,956
2016 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$138,053
Expenses. Total of all expenses incurred2016-12-31$3,653
Benefits paid (including direct rollovers)2016-12-31$3,653
Total plan assets at end of year2016-12-31$2,102,380
Total plan assets at beginning of year2016-12-31$1,967,980
Total contributions received or receivable from participants2016-12-31$58,400
Other income received2016-12-31$60,091
Net income (gross income less expenses)2016-12-31$134,400
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,102,380
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,967,980
Total contributions received or receivable from employer(s)2016-12-31$19,562
2015 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$185,927
Expenses. Total of all expenses incurred2015-12-31$1,064,010
Benefits paid (including direct rollovers)2015-12-31$1,064,010
Total plan assets at end of year2015-12-31$1,967,980
Total plan assets at beginning of year2015-12-31$2,846,063
Total contributions received or receivable from participants2015-12-31$65,000
Other income received2015-12-31$96,065
Net income (gross income less expenses)2015-12-31$-878,083
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,967,980
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,846,063
Total contributions received or receivable from employer(s)2015-12-31$24,862
2014 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$401,978
Expenses. Total of all expenses incurred2014-12-31$35,500
Benefits paid (including direct rollovers)2014-12-31$35,500
Total plan assets at end of year2014-12-31$2,846,063
Total plan assets at beginning of year2014-12-31$2,479,585
Total contributions received or receivable from participants2014-12-31$61,600
Other income received2014-12-31$318,129
Net income (gross income less expenses)2014-12-31$366,478
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,846,063
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,479,585
Total contributions received or receivable from employer(s)2014-12-31$22,249
2013 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$607,072
Expenses. Total of all expenses incurred2013-12-31$1,021
Benefits paid (including direct rollovers)2013-12-31$1,021
Total plan assets at end of year2013-12-31$2,479,585
Total plan assets at beginning of year2013-12-31$1,873,534
Total contributions received or receivable from participants2013-12-31$64,400
Other income received2013-12-31$524,027
Net income (gross income less expenses)2013-12-31$606,051
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,479,585
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,873,534
Total contributions received or receivable from employer(s)2013-12-31$18,645
2012 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$242,950
Total plan assets at end of year2012-12-31$1,873,534
Total plan assets at beginning of year2012-12-31$1,630,584
Total contributions received or receivable from participants2012-12-31$64,800
Other income received2012-12-31$162,238
Net income (gross income less expenses)2012-12-31$242,950
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,873,534
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,630,584
Total contributions received or receivable from employer(s)2012-12-31$15,912
2011 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$73,386
Total plan assets at end of year2011-12-31$1,630,584
Total plan assets at beginning of year2011-12-31$1,557,198
Total contributions received or receivable from participants2011-12-31$64,458
Other income received2011-12-31$-8,281
Net income (gross income less expenses)2011-12-31$73,386
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,630,584
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,557,198
Total contributions received or receivable from employer(s)2011-12-31$17,209
2010 : LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$280,079
Expenses. Total of all expenses incurred2010-12-31$254,208
Benefits paid (including direct rollovers)2010-12-31$254,208
Total plan assets at end of year2010-12-31$1,557,198
Total plan assets at beginning of year2010-12-31$1,531,327
Total contributions received or receivable from participants2010-12-31$61,800
Other income received2010-12-31$202,097
Net income (gross income less expenses)2010-12-31$25,871
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,557,198
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,531,327
Total contributions received or receivable from employer(s)2010-12-31$16,182

Form 5500 Responses for LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN

2023: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 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 CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 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 CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 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 CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 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 CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1