Civic Intelligence

Liberty Advisors Inc

Plan context: Liberty Advisors Inc 401K Profit Sharing Plan && Trust

EIN 23-2967547 • Philadelphia, PA • 13 filings • 4 plans

Two Commerce Square2001 Market Street, Suite 3820Philadelphia, PA 19103
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$2,832,905

2011 Contributions

$20,092

Historical Graphs

Total Assets Over Time

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

$2,832,905$1,416,453$0199920052010YearValue
$2,832,905Latest year 2010

Participants Over Time

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

630199920052010YearValue
5Latest 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
201110$0$20,092-
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-0$0$20,092-
201015$2,832,905$88,308$17,662iApproximate average salary by contribution assumption: employee only about $441,540 at 4% or $294,360 at 6%; with 50% employer match about $294,360 at 4% or $196,240 at 6%; with 100% employer match about $220,770 at 4% or $147,180 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-5$2,832,905$88,308$17,662iApproximate average salary by contribution assumption: employee only about $441,540 at 4% or $294,360 at 6%; with 50% employer match about $294,360 at 4% or $196,240 at 6%; with 100% employer match about $220,770 at 4% or $147,180 at 6%.
200915$2,522,456$87,361$17,472iApproximate average salary by contribution assumption: employee only about $436,805 at 4% or $291,203 at 6%; with 50% employer match about $291,203 at 4% or $194,136 at 6%; with 100% employer match about $218,403 at 4% or $145,602 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-5$2,522,456$87,361$17,472iApproximate average salary by contribution assumption: employee only about $436,805 at 4% or $291,203 at 6%; with 50% employer match about $291,203 at 4% or $194,136 at 6%; with 100% employer match about $218,403 at 4% or $145,602 at 6%.
200815$1,828,711$134,388$26,878iApproximate average salary by contribution assumption: employee only about $671,940 at 4% or $447,960 at 6%; with 50% employer match about $447,960 at 4% or $298,640 at 6%; with 100% employer match about $335,970 at 4% or $223,980 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-5$1,828,711$134,388$26,878iApproximate average salary by contribution assumption: employee only about $671,940 at 4% or $447,960 at 6%; with 50% employer match about $447,960 at 4% or $298,640 at 6%; with 100% employer match about $335,970 at 4% or $223,980 at 6%.
200715$2,597,045$144,541$28,908iApproximate average salary by contribution assumption: employee only about $722,705 at 4% or $481,803 at 6%; with 50% employer match about $481,803 at 4% or $321,202 at 6%; with 100% employer match about $361,353 at 4% or $240,902 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-5$2,597,045$144,541$28,908iApproximate average salary by contribution assumption: employee only about $722,705 at 4% or $481,803 at 6%; with 50% employer match about $481,803 at 4% or $321,202 at 6%; with 100% employer match about $361,353 at 4% or $240,902 at 6%.
200615$2,357,781$140,888$28,178iApproximate average salary by contribution assumption: employee only about $704,440 at 4% or $469,627 at 6%; with 50% employer match about $469,627 at 4% or $313,084 at 6%; with 100% employer match about $352,220 at 4% or $234,813 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-5$2,357,781$140,888$28,178iApproximate average salary by contribution assumption: employee only about $704,440 at 4% or $469,627 at 6%; with 50% employer match about $469,627 at 4% or $313,084 at 6%; with 100% employer match about $352,220 at 4% or $234,813 at 6%.
200515$1,908,003$132,492$26,498iApproximate average salary by contribution assumption: employee only about $662,460 at 4% or $441,640 at 6%; with 50% employer match about $441,640 at 4% or $294,427 at 6%; with 100% employer match about $331,230 at 4% or $220,820 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-5$1,908,003$132,492$26,498iApproximate average salary by contribution assumption: employee only about $662,460 at 4% or $441,640 at 6%; with 50% employer match about $441,640 at 4% or $294,427 at 6%; with 100% employer match about $331,230 at 4% or $220,820 at 6%.
200415$1,760,119$141,065$28,213iApproximate average salary by contribution assumption: employee only about $705,325 at 4% or $470,217 at 6%; with 50% employer match about $470,217 at 4% or $313,478 at 6%; with 100% employer match about $352,663 at 4% or $235,108 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-5$1,760,119$141,065$28,213iApproximate average salary by contribution assumption: employee only about $705,325 at 4% or $470,217 at 6%; with 50% employer match about $470,217 at 4% or $313,478 at 6%; with 100% employer match about $352,663 at 4% or $235,108 at 6%.
200316$1,404,254$131,478$21,913iApproximate average salary by contribution assumption: employee only about $547,825 at 4% or $365,217 at 6%; with 50% employer match about $365,217 at 4% or $243,478 at 6%; with 100% employer match about $273,913 at 4% or $182,608 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-6$1,404,254$131,478$21,913iApproximate average salary by contribution assumption: employee only about $547,825 at 4% or $365,217 at 6%; with 50% employer match about $365,217 at 4% or $243,478 at 6%; with 100% employer match about $273,913 at 4% or $182,608 at 6%.
200216$964,158$985,821$164,304iApproximate average salary by contribution assumption: employee only about $4,107,588 at 4% or $2,738,392 at 6%; with 50% employer match about $2,738,392 at 4% or $1,825,594 at 6%; with 100% employer match about $2,053,794 at 4% or $1,369,196 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-6$964,158$985,821$164,304iApproximate average salary by contribution assumption: employee only about $4,107,588 at 4% or $2,738,392 at 6%; with 50% employer match about $2,738,392 at 4% or $1,825,594 at 6%; with 100% employer match about $2,053,794 at 4% or $1,369,196 at 6%.
200116$156,008$60,864$10,144iApproximate average salary by contribution assumption: employee only about $253,600 at 4% or $169,067 at 6%; with 50% employer match about $169,067 at 4% or $112,711 at 6%; with 100% employer match about $126,800 at 4% or $84,533 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-6$156,008$60,864$10,144iApproximate average salary by contribution assumption: employee only about $253,600 at 4% or $169,067 at 6%; with 50% employer match about $169,067 at 4% or $112,711 at 6%; with 100% employer match about $126,800 at 4% or $84,533 at 6%.
200014$109,124$52,547$13,137iApproximate average salary by contribution assumption: employee only about $328,419 at 4% or $218,946 at 6%; with 50% employer match about $218,946 at 4% or $145,964 at 6%; with 100% employer match about $164,209 at 4% or $109,473 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-4$109,124$52,547$13,137iApproximate average salary by contribution assumption: employee only about $328,419 at 4% or $218,946 at 6%; with 50% employer match about $218,946 at 4% or $145,964 at 6%; with 100% employer match about $164,209 at 4% or $109,473 at 6%.
199914$65,685$37,201$9,300iApproximate average salary by contribution assumption: employee only about $232,506 at 4% or $155,004 at 6%; with 50% employer match about $155,004 at 4% or $103,336 at 6%; with 100% employer match about $116,253 at 4% or $77,502 at 6%.
Liberty Advisors Inc 401K Profit Sharing Plan && Trust-4$65,685$37,201$9,300iApproximate average salary by contribution assumption: employee only about $232,506 at 4% or $155,004 at 6%; with 50% employer match about $155,004 at 4% or $103,336 at 6%; with 100% employer match about $116,253 at 4% or $77,502 at 6%.