Civic Intelligence

Libertystreet Financial Group

Plan context: Libertystreet Financial Group

EIN 06-1702363 • Carlsbad, CA • 5 filings • 4 plans

5962 LA Place Court Suite 210Carlsbad, CA 92008
Current Snapshot

Latest Year

2010

2010 Participants

9

2010 Assets

$83,607

2010 Contributions

$22,664

Historical Graphs

Total Assets Over Time

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

$86,909$43,455$0200520082010YearValue
$83,607Latest year 2010

Participants Over Time

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

43220200520082010YearValue
9Latest year 2010

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
201019$83,607$22,664$2,518iApproximate average salary by contribution assumption: employee only about $62,956 at 4% or $41,970 at 6%; with 50% employer match about $41,970 at 4% or $27,980 at 6%; with 100% employer match about $31,478 at 4% or $20,985 at 6%.
Libertystreet Financial Group-9$83,607$22,664$2,518iApproximate average salary by contribution assumption: employee only about $62,956 at 4% or $41,970 at 6%; with 50% employer match about $41,970 at 4% or $27,980 at 6%; with 100% employer match about $31,478 at 4% or $20,985 at 6%.
200917$65,885$13,842$1,977iApproximate average salary by contribution assumption: employee only about $49,436 at 4% or $32,957 at 6%; with 50% employer match about $32,957 at 4% or $21,971 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%.
Libertystreet Financial Group-7$65,885$13,842$1,977iApproximate average salary by contribution assumption: employee only about $49,436 at 4% or $32,957 at 6%; with 50% employer match about $32,957 at 4% or $21,971 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%.
2008143$86,909$16,113$375iApproximate average salary by contribution assumption: employee only about $9,368 at 4% or $6,245 at 6%; with 50% employer match about $6,245 at 4% or $4,164 at 6%; with 100% employer match about $4,684 at 4% or $3,123 at 6%.
Libertystreet Financial Group-43$86,909$16,113$375iApproximate average salary by contribution assumption: employee only about $9,368 at 4% or $6,245 at 6%; with 50% employer match about $6,245 at 4% or $4,164 at 6%; with 100% employer match about $4,684 at 4% or $3,123 at 6%.
2006127$68,225$64,243$2,379iApproximate average salary by contribution assumption: employee only about $59,484 at 4% or $39,656 at 6%; with 50% employer match about $39,656 at 4% or $26,437 at 6%; with 100% employer match about $29,742 at 4% or $19,828 at 6%.
Libertystreet Financial Group-27$68,225$64,243$2,379iApproximate average salary by contribution assumption: employee only about $59,484 at 4% or $39,656 at 6%; with 50% employer match about $39,656 at 4% or $26,437 at 6%; with 100% employer match about $29,742 at 4% or $19,828 at 6%.
2005129$685$675$23iApproximate average salary by contribution assumption: employee only about $582 at 4% or $388 at 6%; with 50% employer match about $388 at 4% or $259 at 6%; with 100% employer match about $291 at 4% or $194 at 6%.
LIBERTYSTREET FINANCIAL GROUP 401K PROFIT SHARING PLAN & TRUST-29$685$675$23iApproximate average salary by contribution assumption: employee only about $582 at 4% or $388 at 6%; with 50% employer match about $388 at 4% or $259 at 6%; with 100% employer match about $291 at 4% or $194 at 6%.