LIEBERMAN RESEARCH GROUP
Plan context: Lieberman Inc. 401(K) Plan
EIN 11-2576076 • Great Neck, NY • 26 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
119
2025 Assets
$11,211,951
2025 Contributions
$1,125,641
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 119 | $11,211,951 | $1,125,641 | $9,459iApproximate average salary by contribution assumption: employee only about $236,479 at 4% or $157,653 at 6%; with 50% employer match about $157,653 at 4% or $105,102 at 6%; with 100% employer match about $118,240 at 4% or $78,826 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 119 | $11,211,951 | $1,125,641 | $9,459iApproximate average salary by contribution assumption: employee only about $236,479 at 4% or $157,653 at 6%; with 50% employer match about $157,653 at 4% or $105,102 at 6%; with 100% employer match about $118,240 at 4% or $78,826 at 6%. |
| 2024 | 1 | 111 | $9,525,073 | $960,981 | $8,657iApproximate average salary by contribution assumption: employee only about $216,437 at 4% or $144,291 at 6%; with 50% employer match about $144,291 at 4% or $96,194 at 6%; with 100% employer match about $108,219 at 4% or $72,146 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 111 | $9,525,073 | $960,981 | $8,657iApproximate average salary by contribution assumption: employee only about $216,437 at 4% or $144,291 at 6%; with 50% employer match about $144,291 at 4% or $96,194 at 6%; with 100% employer match about $108,219 at 4% or $72,146 at 6%. |
| 2023 | 1 | 98 | $8,161,345 | $848,020 | $8,653iApproximate average salary by contribution assumption: employee only about $216,332 at 4% or $144,221 at 6%; with 50% employer match about $144,221 at 4% or $96,147 at 6%; with 100% employer match about $108,166 at 4% or $72,111 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 98 | $8,161,345 | $848,020 | $8,653iApproximate average salary by contribution assumption: employee only about $216,332 at 4% or $144,221 at 6%; with 50% employer match about $144,221 at 4% or $96,147 at 6%; with 100% employer match about $108,166 at 4% or $72,111 at 6%. |
| 2022 | 1 | 88 | $7,075,743 | $1,374,370 | $15,618iApproximate average salary by contribution assumption: employee only about $390,446 at 4% or $260,297 at 6%; with 50% employer match about $260,297 at 4% or $173,532 at 6%; with 100% employer match about $195,223 at 4% or $130,149 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 88 | $7,075,743 | $1,374,370 | $15,618iApproximate average salary by contribution assumption: employee only about $390,446 at 4% or $260,297 at 6%; with 50% employer match about $260,297 at 4% or $173,532 at 6%; with 100% employer match about $195,223 at 4% or $130,149 at 6%. |
| 2021 | 1 | 66 | $7,153,782 | $476,175 | $7,215iApproximate average salary by contribution assumption: employee only about $180,369 at 4% or $120,246 at 6%; with 50% employer match about $120,246 at 4% or $80,164 at 6%; with 100% employer match about $90,185 at 4% or $60,123 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 66 | $7,153,782 | $476,175 | $7,215iApproximate average salary by contribution assumption: employee only about $180,369 at 4% or $120,246 at 6%; with 50% employer match about $120,246 at 4% or $80,164 at 6%; with 100% employer match about $90,185 at 4% or $60,123 at 6%. |
| 2020 | 1 | 67 | $6,340,396 | $495,345 | $7,393iApproximate average salary by contribution assumption: employee only about $184,830 at 4% or $123,220 at 6%; with 50% employer match about $123,220 at 4% or $82,147 at 6%; with 100% employer match about $92,415 at 4% or $61,610 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 67 | $6,340,396 | $495,345 | $7,393iApproximate average salary by contribution assumption: employee only about $184,830 at 4% or $123,220 at 6%; with 50% employer match about $123,220 at 4% or $82,147 at 6%; with 100% employer match about $92,415 at 4% or $61,610 at 6%. |
| 2019 | 1 | 65 | $5,097,798 | $415,661 | $6,395iApproximate average salary by contribution assumption: employee only about $159,870 at 4% or $106,580 at 6%; with 50% employer match about $106,580 at 4% or $71,053 at 6%; with 100% employer match about $79,935 at 4% or $53,290 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 65 | $5,097,798 | $415,661 | $6,395iApproximate average salary by contribution assumption: employee only about $159,870 at 4% or $106,580 at 6%; with 50% employer match about $106,580 at 4% or $71,053 at 6%; with 100% employer match about $79,935 at 4% or $53,290 at 6%. |
| 2018 | 1 | 63 | $4,274,654 | $658,377 | $10,450iApproximate average salary by contribution assumption: employee only about $261,261 at 4% or $174,174 at 6%; with 50% employer match about $174,174 at 4% or $116,116 at 6%; with 100% employer match about $130,630 at 4% or $87,087 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 63 | $4,274,654 | $658,377 | $10,450iApproximate average salary by contribution assumption: employee only about $261,261 at 4% or $174,174 at 6%; with 50% employer match about $174,174 at 4% or $116,116 at 6%; with 100% employer match about $130,630 at 4% or $87,087 at 6%. |
| 2017 | 1 | 68 | $4,339,890 | $503,574 | $7,406iApproximate average salary by contribution assumption: employee only about $185,138 at 4% or $123,425 at 6%; with 50% employer match about $123,425 at 4% or $82,283 at 6%; with 100% employer match about $92,569 at 4% or $61,713 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 68 | $4,339,890 | $503,574 | $7,406iApproximate average salary by contribution assumption: employee only about $185,138 at 4% or $123,425 at 6%; with 50% employer match about $123,425 at 4% or $82,283 at 6%; with 100% employer match about $92,569 at 4% or $61,713 at 6%. |
| 2016 | 1 | 62 | $3,557,795 | $565,454 | $9,120iApproximate average salary by contribution assumption: employee only about $228,006 at 4% or $152,004 at 6%; with 50% employer match about $152,004 at 4% or $101,336 at 6%; with 100% employer match about $114,003 at 4% or $76,002 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 62 | $3,557,795 | $565,454 | $9,120iApproximate average salary by contribution assumption: employee only about $228,006 at 4% or $152,004 at 6%; with 50% employer match about $152,004 at 4% or $101,336 at 6%; with 100% employer match about $114,003 at 4% or $76,002 at 6%. |
| 2015 | 1 | 51 | $2,741,030 | $375,966 | $7,372iApproximate average salary by contribution assumption: employee only about $184,297 at 4% or $122,865 at 6%; with 50% employer match about $122,865 at 4% or $81,910 at 6%; with 100% employer match about $92,149 at 4% or $61,432 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 51 | $2,741,030 | $375,966 | $7,372iApproximate average salary by contribution assumption: employee only about $184,297 at 4% or $122,865 at 6%; with 50% employer match about $122,865 at 4% or $81,910 at 6%; with 100% employer match about $92,149 at 4% or $61,432 at 6%. |
| 2014 | 1 | 45 | $2,899,121 | $466,679 | $10,371iApproximate average salary by contribution assumption: employee only about $259,266 at 4% or $172,844 at 6%; with 50% employer match about $172,844 at 4% or $115,229 at 6%; with 100% employer match about $129,633 at 4% or $86,422 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 45 | $2,899,121 | $466,679 | $10,371iApproximate average salary by contribution assumption: employee only about $259,266 at 4% or $172,844 at 6%; with 50% employer match about $172,844 at 4% or $115,229 at 6%; with 100% employer match about $129,633 at 4% or $86,422 at 6%. |
| 2013 | 1 | 35 | $2,482,560 | $266,981 | $7,628iApproximate average salary by contribution assumption: employee only about $190,701 at 4% or $127,134 at 6%; with 50% employer match about $127,134 at 4% or $84,756 at 6%; with 100% employer match about $95,350 at 4% or $63,567 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 35 | $2,482,560 | $266,981 | $7,628iApproximate average salary by contribution assumption: employee only about $190,701 at 4% or $127,134 at 6%; with 50% employer match about $127,134 at 4% or $84,756 at 6%; with 100% employer match about $95,350 at 4% or $63,567 at 6%. |
| 2012 | 1 | 32 | $2,390,894 | $255,735 | $7,992iApproximate average salary by contribution assumption: employee only about $199,793 at 4% or $133,195 at 6%; with 50% employer match about $133,195 at 4% or $88,797 at 6%; with 100% employer match about $99,896 at 4% or $66,598 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 32 | $2,390,894 | $255,735 | $7,992iApproximate average salary by contribution assumption: employee only about $199,793 at 4% or $133,195 at 6%; with 50% employer match about $133,195 at 4% or $88,797 at 6%; with 100% employer match about $99,896 at 4% or $66,598 at 6%. |
| 2011 | 1 | 33 | $1,955,445 | $349,082 | $10,578iApproximate average salary by contribution assumption: employee only about $264,456 at 4% or $176,304 at 6%; with 50% employer match about $176,304 at 4% or $117,536 at 6%; with 100% employer match about $132,228 at 4% or $88,152 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 33 | $1,955,445 | $349,082 | $10,578iApproximate average salary by contribution assumption: employee only about $264,456 at 4% or $176,304 at 6%; with 50% employer match about $176,304 at 4% or $117,536 at 6%; with 100% employer match about $132,228 at 4% or $88,152 at 6%. |
| 2010 | 1 | 33 | $1,857,326 | $193,769 | $5,872iApproximate average salary by contribution assumption: employee only about $146,795 at 4% or $97,863 at 6%; with 50% employer match about $97,863 at 4% or $65,242 at 6%; with 100% employer match about $73,397 at 4% or $48,932 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 33 | $1,857,326 | $193,769 | $5,872iApproximate average salary by contribution assumption: employee only about $146,795 at 4% or $97,863 at 6%; with 50% employer match about $97,863 at 4% or $65,242 at 6%; with 100% employer match about $73,397 at 4% or $48,932 at 6%. |
| 2009 | 1 | 30 | $1,632,727 | $137,177 | $4,573iApproximate average salary by contribution assumption: employee only about $114,314 at 4% or $76,209 at 6%; with 50% employer match about $76,209 at 4% or $50,806 at 6%; with 100% employer match about $57,157 at 4% or $38,105 at 6%. |
| Lieberman Inc. 401(K) Plan | - | 30 | $1,632,727 | $137,177 | $4,573iApproximate average salary by contribution assumption: employee only about $114,314 at 4% or $76,209 at 6%; with 50% employer match about $76,209 at 4% or $50,806 at 6%; with 100% employer match about $57,157 at 4% or $38,105 at 6%. |
| 2008 | 1 | 22 | $0 | $0 | - |
| Lieberman Inc. 401(K) Plan | - | 22 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Lieberman Research East 401K Plan | - | 23 | - | - | - |
| 2005 | 1 | 0 | $0 | $165,591 | - |
| Lieberman Research East 401K Plan | - | 0 | - | $165,591 | - |
| 2004 | 1 | 50 | $1,218,683 | $166,086 | $3,322iApproximate average salary by contribution assumption: employee only about $83,043 at 4% or $55,362 at 6%; with 50% employer match about $55,362 at 4% or $36,908 at 6%; with 100% employer match about $41,522 at 4% or $27,681 at 6%. |
| Lieberman Research East 401K Plan | - | 50 | $1,218,683 | $166,086 | $3,322iApproximate average salary by contribution assumption: employee only about $83,043 at 4% or $55,362 at 6%; with 50% employer match about $55,362 at 4% or $36,908 at 6%; with 100% employer match about $41,522 at 4% or $27,681 at 6%. |
| 2003 | 1 | 52 | $1,041,268 | $187,191 | $3,600iApproximate average salary by contribution assumption: employee only about $89,996 at 4% or $59,997 at 6%; with 50% employer match about $59,997 at 4% or $39,998 at 6%; with 100% employer match about $44,998 at 4% or $29,999 at 6%. |
| Lieberman Research East 401K Plan | - | 52 | $1,041,268 | $187,191 | $3,600iApproximate average salary by contribution assumption: employee only about $89,996 at 4% or $59,997 at 6%; with 50% employer match about $59,997 at 4% or $39,998 at 6%; with 100% employer match about $44,998 at 4% or $29,999 at 6%. |
| 2002 | 1 | 64 | $732,047 | $127,345 | $1,990iApproximate average salary by contribution assumption: employee only about $49,744 at 4% or $33,163 at 6%; with 50% employer match about $33,163 at 4% or $22,109 at 6%; with 100% employer match about $24,872 at 4% or $16,581 at 6%. |
| Lieberman Research East 401K Plan | - | 64 | $732,047 | $127,345 | $1,990iApproximate average salary by contribution assumption: employee only about $49,744 at 4% or $33,163 at 6%; with 50% employer match about $33,163 at 4% or $22,109 at 6%; with 100% employer match about $24,872 at 4% or $16,581 at 6%. |
| 2001 | 1 | 96 | $0 | $0 | - |
| Lieberman Research East 401K Plan | - | 96 | - | - | - |
| 2000 | 1 | 76 | $869,896 | $184,739 | $2,431iApproximate average salary by contribution assumption: employee only about $60,769 at 4% or $40,513 at 6%; with 50% employer match about $40,513 at 4% or $27,009 at 6%; with 100% employer match about $30,385 at 4% or $20,256 at 6%. |
| Lieberman Research East 401K Plan | - | 76 | $869,896 | $184,739 | $2,431iApproximate average salary by contribution assumption: employee only about $60,769 at 4% or $40,513 at 6%; with 50% employer match about $40,513 at 4% or $27,009 at 6%; with 100% employer match about $30,385 at 4% or $20,256 at 6%. |
| 1999 | 1 | 45 | $741,768 | $154,414 | $3,431iApproximate average salary by contribution assumption: employee only about $85,786 at 4% or $57,190 at 6%; with 50% employer match about $57,190 at 4% or $38,127 at 6%; with 100% employer match about $42,893 at 4% or $28,595 at 6%. |
| Lieberman Research East 401K Plan | - | 45 | $741,768 | $154,414 | $3,431iApproximate average salary by contribution assumption: employee only about $85,786 at 4% or $57,190 at 6%; with 50% employer match about $57,190 at 4% or $38,127 at 6%; with 100% employer match about $42,893 at 4% or $28,595 at 6%. |