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LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameLIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN
Plan identification number 002

LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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 FEDERAL SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY FEDERAL SAVINGS BANK
Employer identification number (EIN):730326130
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-07-01
0022016-07-01
0022016-07-01 ANDY CAMPBELL2018-01-30
0022016-01-01
0022015-07-01
0022014-07-01DOUG PARKER
0022013-07-01DOUG PARKER
0022012-07-01ROGER L AUSTIN
0022011-07-01ROGER L AUSTIN
0022009-07-01ROGER L AUSTIN

Plan Statistics for LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN

Measure Date Value
2017: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0123
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-010
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0115
Total number of active participants reported on line 7a of the Form 55002016-07-0117
Total of all active and inactive participants2016-07-0117
Total participants2016-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Total of all active and inactive participants2016-01-0117
Total participants2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0116
Total number of active participants reported on line 7a of the Form 55002015-07-0115
Total of all active and inactive participants2015-07-0115
Total participants2015-07-0115
Number of participants with account balances2015-07-0115
2014: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0119
Total number of active participants reported on line 7a of the Form 55002014-07-0114
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-015
Total of all active and inactive participants2014-07-0121
Total participants2014-07-0121
Number of participants with account balances2014-07-0119
2013: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0119
Total number of active participants reported on line 7a of the Form 55002013-07-0114
Number of retired or separated participants receiving benefits2013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-015
Total of all active and inactive participants2013-07-0122
Total participants2013-07-0122
Number of participants with account balances2013-07-0119
2012: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0121
Total number of active participants reported on line 7a of the Form 55002012-07-0114
Number of other retired or separated participants entitled to future benefits2012-07-015
Total of all active and inactive participants2012-07-0119
Total participants2012-07-0119
Number of participants with account balances2012-07-0119
2011: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0120
Total number of active participants reported on line 7a of the Form 55002011-07-0116
Number of other retired or separated participants entitled to future benefits2011-07-015
Total of all active and inactive participants2011-07-0121
Total participants2011-07-0121
Number of participants with account balances2011-07-0121
2009: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0113
Total number of active participants reported on line 7a of the Form 55002009-07-0113
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-0114
Total participants2009-07-0114
Number of participants with account balances2009-07-0114

Financial Data on LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN

Measure Date Value
2018 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$84,838
Expenses. Total of all expenses incurred2018-06-30$716,003
Benefits paid (including direct rollovers)2018-06-30$713,316
Total plan assets at end of year2018-06-30$0
Total plan assets at beginning of year2018-06-30$631,165
Value of fidelity bond covering the plan2018-06-30$100,000
Total contributions received or receivable from participants2018-06-30$35,501
Other income received2018-06-30$33,012
Net income (gross income less expenses)2018-06-30$-631,165
Net plan assets at end of year (total assets less liabilities)2018-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$631,165
Total contributions received or receivable from employer(s)2018-06-30$16,325
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$2,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$130,907
Expenses. Total of all expenses incurred2017-06-30$55,621
Benefits paid (including direct rollovers)2017-06-30$55,621
Total plan assets at end of year2017-06-30$631,165
Total plan assets at beginning of year2017-06-30$555,879
Total contributions received or receivable from participants2017-06-30$37,492
Other income received2017-06-30$76,672
Net income (gross income less expenses)2017-06-30$75,286
Net plan assets at end of year (total assets less liabilities)2017-06-30$631,165
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$555,879
Total contributions received or receivable from employer(s)2017-06-30$16,743
2016 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$130,907
Expenses. Total of all expenses incurred2016-12-31$55,621
Benefits paid (including direct rollovers)2016-12-31$55,621
Total plan assets at end of year2016-12-31$631,165
Total plan assets at beginning of year2016-12-31$555,879
Total contributions received or receivable from participants2016-12-31$37,492
Other income received2016-12-31$76,672
Net income (gross income less expenses)2016-12-31$75,286
Net plan assets at end of year (total assets less liabilities)2016-12-31$631,165
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$555,879
Total contributions received or receivable from employer(s)2016-12-31$16,743
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$61,234
Expenses. Total of all expenses incurred2016-06-30$185
Benefits paid (including direct rollovers)2016-06-30$185
Total plan assets at end of year2016-06-30$555,879
Total plan assets at beginning of year2016-06-30$494,830
Total contributions received or receivable from participants2016-06-30$40,899
Other income received2016-06-30$2,876
Net income (gross income less expenses)2016-06-30$61,049
Net plan assets at end of year (total assets less liabilities)2016-06-30$555,879
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$494,830
Total contributions received or receivable from employer(s)2016-06-30$17,459
2015 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$87,107
Expenses. Total of all expenses incurred2015-06-30$145,360
Benefits paid (including direct rollovers)2015-06-30$145,360
Total plan assets at end of year2015-06-30$494,830
Total plan assets at beginning of year2015-06-30$553,083
Total contributions received or receivable from participants2015-06-30$52,059
Other income received2015-06-30$16,079
Net income (gross income less expenses)2015-06-30$-58,253
Net plan assets at end of year (total assets less liabilities)2015-06-30$494,830
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$553,083
Total contributions received or receivable from employer(s)2015-06-30$18,969
2014 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$159,450
Expenses. Total of all expenses incurred2014-06-30$31,224
Benefits paid (including direct rollovers)2014-06-30$31,224
Total plan assets at end of year2014-06-30$553,083
Total plan assets at beginning of year2014-06-30$424,857
Total contributions received or receivable from participants2014-06-30$61,426
Other income received2014-06-30$76,536
Net income (gross income less expenses)2014-06-30$128,226
Net plan assets at end of year (total assets less liabilities)2014-06-30$553,083
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$424,857
Total contributions received or receivable from employer(s)2014-06-30$21,488
2013 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$107,991
Expenses. Total of all expenses incurred2013-06-30$18,478
Benefits paid (including direct rollovers)2013-06-30$18,478
Total plan assets at end of year2013-06-30$424,857
Total plan assets at beginning of year2013-06-30$335,344
Total contributions received or receivable from participants2013-06-30$48,984
Other income received2013-06-30$36,666
Net income (gross income less expenses)2013-06-30$89,513
Net plan assets at end of year (total assets less liabilities)2013-06-30$424,857
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$335,344
Total contributions received or receivable from employer(s)2013-06-30$22,341
2012 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-06-30$59,454
Expenses. Total of all expenses incurred2012-06-30$7,119
Benefits paid (including direct rollovers)2012-06-30$7,119
Total plan assets at end of year2012-06-30$335,344
Total plan assets at beginning of year2012-06-30$283,009
Total contributions received or receivable from participants2012-06-30$47,537
Other income received2012-06-30$-5,072
Net income (gross income less expenses)2012-06-30$52,335
Net plan assets at end of year (total assets less liabilities)2012-06-30$335,344
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$283,009
Total contributions received or receivable from employer(s)2012-06-30$16,989
2011 : LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$91,237
Expenses. Total of all expenses incurred2011-06-30$9,638
Benefits paid (including direct rollovers)2011-06-30$9,638
Total plan assets at end of year2011-06-30$283,009
Total plan assets at beginning of year2011-06-30$201,410
Total contributions received or receivable from participants2011-06-30$62,260
Other income received2011-06-30$24,620
Net income (gross income less expenses)2011-06-30$81,599
Net plan assets at end of year (total assets less liabilities)2011-06-30$283,009
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$201,410
Total contributions received or receivable from employer(s)2011-06-30$4,357

Form 5500 Responses for LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN

2017: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: LIBERTY FEDERAL SAVINGS BANK EMPLOYEE 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number132933
Policy instance 1
Insurance contract or identification number132933
Number of Individuals Covered0
Insurance policy start date2017-12-29
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,263
Total amount of fees paid to insurance companyUSD $180
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,616
Amount paid for insurance broker fees180
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?5
Insurance broker nameH BECK

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