Civic Intelligence

First Liberty Financial Group LLC

Plan context: First Liberty Financial Group LLC 401(K) Plan

EIN 01-0639308 • Owensboro, KY • 14 filings • 3 plans

3000 Alvey Park Drive W.Ste. 9Owensboro, KY 42303
Current Snapshot

Latest Year

2017

2017 Participants

23

2017 Assets

$729,010

2017 Contributions

$610,358

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,292,952$1,146,476$0200620122016YearValue
$729,010Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

98490200620112016YearValue
23Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$0-
First Liberty Financial Group LLC 401(K) Plan-0$0$0-
2016223$729,010$610,358$26,537iApproximate average salary by contribution assumption: employee only about $663,433 at 4% or $442,288 at 6%; with 50% employer match about $442,288 at 4% or $294,859 at 6%; with 100% employer match about $331,716 at 4% or $221,144 at 6%.
First Liberty Financial Group LLC 401(K) Plan-23$364,505$305,179$13,269iApproximate average salary by contribution assumption: employee only about $331,716 at 4% or $221,144 at 6%; with 50% employer match about $221,144 at 4% or $147,429 at 6%; with 100% employer match about $165,858 at 4% or $110,572 at 6%.
First Liberty Financial Group LLC 401(K) Plan-23$364,505$305,179$13,269iApproximate average salary by contribution assumption: employee only about $331,716 at 4% or $221,144 at 6%; with 50% employer match about $221,144 at 4% or $147,429 at 6%; with 100% employer match about $165,858 at 4% or $110,572 at 6%.
2015253$2,292,952$631,096$11,907iApproximate average salary by contribution assumption: employee only about $297,687 at 4% or $198,458 at 6%; with 50% employer match about $198,458 at 4% or $132,305 at 6%; with 100% employer match about $148,843 at 4% or $99,229 at 6%.
First Liberty Financial Group LLC 401(K) Plan-53$1,146,476$315,548$5,954iApproximate average salary by contribution assumption: employee only about $148,843 at 4% or $99,229 at 6%; with 50% employer match about $99,229 at 4% or $66,153 at 6%; with 100% employer match about $74,422 at 4% or $49,614 at 6%.
First Liberty Financial Group LLC 401(K) Plan-53$1,146,476$315,548$5,954iApproximate average salary by contribution assumption: employee only about $148,843 at 4% or $99,229 at 6%; with 50% employer match about $99,229 at 4% or $66,153 at 6%; with 100% employer match about $74,422 at 4% or $49,614 at 6%.
2014149$989,226$169,927$3,468iApproximate average salary by contribution assumption: employee only about $86,697 at 4% or $57,798 at 6%; with 50% employer match about $57,798 at 4% or $38,532 at 6%; with 100% employer match about $43,349 at 4% or $28,899 at 6%.
First Liberty Financial Group LLC 401(K) Plan-49$989,226$169,927$3,468iApproximate average salary by contribution assumption: employee only about $86,697 at 4% or $57,798 at 6%; with 50% employer match about $57,798 at 4% or $38,532 at 6%; with 100% employer match about $43,349 at 4% or $28,899 at 6%.
2013154$999,826$210,488$3,898iApproximate average salary by contribution assumption: employee only about $97,448 at 4% or $64,965 at 6%; with 50% employer match about $64,965 at 4% or $43,310 at 6%; with 100% employer match about $48,724 at 4% or $32,483 at 6%.
First Liberty Financial Group LLC 401(K) Plan-54$999,826$210,488$3,898iApproximate average salary by contribution assumption: employee only about $97,448 at 4% or $64,965 at 6%; with 50% employer match about $64,965 at 4% or $43,310 at 6%; with 100% employer match about $48,724 at 4% or $32,483 at 6%.
2012162$997,140$187,448$3,023iApproximate average salary by contribution assumption: employee only about $75,584 at 4% or $50,389 at 6%; with 50% employer match about $50,389 at 4% or $33,593 at 6%; with 100% employer match about $37,792 at 4% or $25,195 at 6%.
First Liberty Financial Group LLC 401(K) Plan-62$997,140$187,448$3,023iApproximate average salary by contribution assumption: employee only about $75,584 at 4% or $50,389 at 6%; with 50% employer match about $50,389 at 4% or $33,593 at 6%; with 100% employer match about $37,792 at 4% or $25,195 at 6%.
2011198$1,269,125$1,133,321$11,565iApproximate average salary by contribution assumption: employee only about $289,113 at 4% or $192,742 at 6%; with 50% employer match about $192,742 at 4% or $128,494 at 6%; with 100% employer match about $144,556 at 4% or $96,371 at 6%.
First Liberty Financial Group LLC 401(K) Plan-98$1,269,125$1,133,321$11,565iApproximate average salary by contribution assumption: employee only about $289,113 at 4% or $192,742 at 6%; with 50% employer match about $192,742 at 4% or $128,494 at 6%; with 100% employer match about $144,556 at 4% or $96,371 at 6%.
2010131$390,470$115,885$3,738iApproximate average salary by contribution assumption: employee only about $93,456 at 4% or $62,304 at 6%; with 50% employer match about $62,304 at 4% or $41,536 at 6%; with 100% employer match about $46,728 at 4% or $31,152 at 6%.
First Liberty Financial Group LLC 401(K) Plan-31$390,470$115,885$3,738iApproximate average salary by contribution assumption: employee only about $93,456 at 4% or $62,304 at 6%; with 50% employer match about $62,304 at 4% or $41,536 at 6%; with 100% employer match about $46,728 at 4% or $31,152 at 6%.
2009137$330,219$92,220$2,492iApproximate average salary by contribution assumption: employee only about $62,311 at 4% or $41,541 at 6%; with 50% employer match about $41,541 at 4% or $27,694 at 6%; with 100% employer match about $31,155 at 4% or $20,770 at 6%.
First Liberty Financial Group LLC 401(K) Plan-37$330,219$92,220$2,492iApproximate average salary by contribution assumption: employee only about $62,311 at 4% or $41,541 at 6%; with 50% employer match about $41,541 at 4% or $27,694 at 6%; with 100% employer match about $31,155 at 4% or $20,770 at 6%.
2008145$0$0-
First Liberty Financial Group LLC 401(K) Plan-45---
2007131$0$0-
First Liberty Financial Group LLC 401(K) Plan-31---
2006141$155,584$144,038$3,513iApproximate average salary by contribution assumption: employee only about $87,828 at 4% or $58,552 at 6%; with 50% employer match about $58,552 at 4% or $39,035 at 6%; with 100% employer match about $43,914 at 4% or $29,276 at 6%.
First Liberty Financial Group LLC 401(K) Plan-41$155,584$144,038$3,513iApproximate average salary by contribution assumption: employee only about $87,828 at 4% or $58,552 at 6%; with 50% employer match about $58,552 at 4% or $39,035 at 6%; with 100% employer match about $43,914 at 4% or $29,276 at 6%.