Civic Intelligence

CARPEZZI-LIEBERT GROUP INC. DBA CLG FINANCIAL

Plan context: CARPEZZI-LIEBERT GROUP 401(K) PLAN

EIN 13-2972629 • Nanuet, NY • 13 filings • 4 plans

172 Main StreetNanuet, NY 10954
Current Snapshot

Latest Year

2013

2013 Participants

28

2013 Assets

$3,071,438

2013 Contributions

$266,833

Historical Graphs

Total Assets Over Time

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

$3,071,438$1,535,719$0200320082013YearValue
$3,071,438Latest year 2013

Participants Over Time

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

36180200320082013YearValue
28Latest year 2013

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
2013128$3,071,438$266,833$9,530iApproximate average salary by contribution assumption: employee only about $238,244 at 4% or $158,829 at 6%; with 50% employer match about $158,829 at 4% or $105,886 at 6%; with 100% employer match about $119,122 at 4% or $79,415 at 6%.
CARPEZZI-LIEBERT GROUP 401(K) PLAN-28$3,071,438$266,833$9,530iApproximate average salary by contribution assumption: employee only about $238,244 at 4% or $158,829 at 6%; with 50% employer match about $158,829 at 4% or $105,886 at 6%; with 100% employer match about $119,122 at 4% or $79,415 at 6%.
2012126$2,530,718$250,854$9,648iApproximate average salary by contribution assumption: employee only about $241,206 at 4% or $160,804 at 6%; with 50% employer match about $160,804 at 4% or $107,203 at 6%; with 100% employer match about $120,603 at 4% or $80,402 at 6%.
CARPEZZI-LIEBERT GROUP 401(K) PLAN-26$2,530,718$250,854$9,648iApproximate average salary by contribution assumption: employee only about $241,206 at 4% or $160,804 at 6%; with 50% employer match about $160,804 at 4% or $107,203 at 6%; with 100% employer match about $120,603 at 4% or $80,402 at 6%.
2011123$2,003,548$234,239$10,184iApproximate average salary by contribution assumption: employee only about $254,608 at 4% or $169,738 at 6%; with 50% employer match about $169,738 at 4% or $113,159 at 6%; with 100% employer match about $127,304 at 4% or $84,869 at 6%.
CARPEZZI-LIEBERT GROUP 401(K) PLAN-23$2,003,548$234,239$10,184iApproximate average salary by contribution assumption: employee only about $254,608 at 4% or $169,738 at 6%; with 50% employer match about $169,738 at 4% or $113,159 at 6%; with 100% employer match about $127,304 at 4% or $84,869 at 6%.
2010126$1,959,740$196,432$7,555iApproximate average salary by contribution assumption: employee only about $188,877 at 4% or $125,918 at 6%; with 50% employer match about $125,918 at 4% or $83,945 at 6%; with 100% employer match about $94,438 at 4% or $62,959 at 6%.
CARPEZZI-LIEBERT GROUP 401(K) PLAN-26$1,959,740$196,432$7,555iApproximate average salary by contribution assumption: employee only about $188,877 at 4% or $125,918 at 6%; with 50% employer match about $125,918 at 4% or $83,945 at 6%; with 100% employer match about $94,438 at 4% or $62,959 at 6%.
2009128$1,577,170$233,298$8,332iApproximate average salary by contribution assumption: employee only about $208,302 at 4% or $138,868 at 6%; with 50% employer match about $138,868 at 4% or $92,579 at 6%; with 100% employer match about $104,151 at 4% or $69,434 at 6%.
CARPEZZI-LIEBERT GROUP 401(K) PLAN-28$1,577,170$233,298$8,332iApproximate average salary by contribution assumption: employee only about $208,302 at 4% or $138,868 at 6%; with 50% employer match about $138,868 at 4% or $92,579 at 6%; with 100% employer match about $104,151 at 4% or $69,434 at 6%.
2008127$1,316,503$233,228$8,638iApproximate average salary by contribution assumption: employee only about $215,952 at 4% or $143,968 at 6%; with 50% employer match about $143,968 at 4% or $95,979 at 6%; with 100% employer match about $107,976 at 4% or $71,984 at 6%.
CARPEZZI-LIEBERT GROUP 401K PLAN-27$1,316,503$233,228$8,638iApproximate average salary by contribution assumption: employee only about $215,952 at 4% or $143,968 at 6%; with 50% employer match about $143,968 at 4% or $95,979 at 6%; with 100% employer match about $107,976 at 4% or $71,984 at 6%.
2007135$1,862,309$231,310$6,609iApproximate average salary by contribution assumption: employee only about $165,221 at 4% or $110,148 at 6%; with 50% employer match about $110,148 at 4% or $73,432 at 6%; with 100% employer match about $82,611 at 4% or $55,074 at 6%.
Carpezzi-Liebert Group 401K Plan-35$1,862,309$231,310$6,609iApproximate average salary by contribution assumption: employee only about $165,221 at 4% or $110,148 at 6%; with 50% employer match about $110,148 at 4% or $73,432 at 6%; with 100% employer match about $82,611 at 4% or $55,074 at 6%.
2006129$1,698,635$235,637$8,125iApproximate average salary by contribution assumption: employee only about $203,135 at 4% or $135,424 at 6%; with 50% employer match about $135,424 at 4% or $90,282 at 6%; with 100% employer match about $101,568 at 4% or $67,712 at 6%.
Carpezzi-Liebert Group 401K Plan-29$1,698,635$235,637$8,125iApproximate average salary by contribution assumption: employee only about $203,135 at 4% or $135,424 at 6%; with 50% employer match about $135,424 at 4% or $90,282 at 6%; with 100% employer match about $101,568 at 4% or $67,712 at 6%.
2005136$1,417,277$251,775$6,994iApproximate average salary by contribution assumption: employee only about $174,844 at 4% or $116,563 at 6%; with 50% employer match about $116,563 at 4% or $77,708 at 6%; with 100% employer match about $87,422 at 4% or $58,281 at 6%.
Carpezzi-Liebert Group 401K Plan-36$1,417,277$251,775$6,994iApproximate average salary by contribution assumption: employee only about $174,844 at 4% or $116,563 at 6%; with 50% employer match about $116,563 at 4% or $77,708 at 6%; with 100% employer match about $87,422 at 4% or $58,281 at 6%.
2004135$1,197,973$244,222$6,978iApproximate average salary by contribution assumption: employee only about $174,444 at 4% or $116,296 at 6%; with 50% employer match about $116,296 at 4% or $77,531 at 6%; with 100% employer match about $87,222 at 4% or $58,148 at 6%.
Carpezzi-Liebert Group 401K Plan-35$1,197,973$244,222$6,978iApproximate average salary by contribution assumption: employee only about $174,444 at 4% or $116,296 at 6%; with 50% employer match about $116,296 at 4% or $77,531 at 6%; with 100% employer match about $87,222 at 4% or $58,148 at 6%.
2003130$967,397$198,735$6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%.
Carpezzi-Liebert Group 401K Plan-30$967,397$198,735$6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%.
200210$0$0-
Carpezzi-Liebert Group 401K Plan-0---
200110$0$0-
Carpezzi-Liebert Group 401K Plan-0---