Thomas J. Lieb & Co., Cpas Inc.
Plan context: Thomas J. Lieb & Co., Cpas Inc. 401K Plan
EIN 33-0526484 • Torrance, CA • 35 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$5,342,802
2024 Contributions
$398,396
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 15 | $5,342,802 | $398,396 | $26,560iApproximate average salary by contribution assumption: employee only about $663,993 at 4% or $442,662 at 6%; with 50% employer match about $442,662 at 4% or $295,108 at 6%; with 100% employer match about $331,997 at 4% or $221,331 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 15 | $5,342,802 | $398,396 | $26,560iApproximate average salary by contribution assumption: employee only about $663,993 at 4% or $442,662 at 6%; with 50% employer match about $442,662 at 4% or $295,108 at 6%; with 100% employer match about $331,997 at 4% or $221,331 at 6%. |
| LIEB, CODY & CO., CPA'S CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2023 | 2 | 14 | $4,669,280 | $389,485 | $27,820iApproximate average salary by contribution assumption: employee only about $695,509 at 4% or $463,673 at 6%; with 50% employer match about $463,673 at 4% or $309,115 at 6%; with 100% employer match about $347,754 at 4% or $231,836 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 14 | $4,248,390 | $269,485 | $19,249iApproximate average salary by contribution assumption: employee only about $481,223 at 4% or $320,815 at 6%; with 50% employer match about $320,815 at 4% or $213,877 at 6%; with 100% employer match about $240,612 at 4% or $160,408 at 6%. |
| LIEB, CODY & CO., CPA'S CASH BALANCE PLAN | - | 13 | $420,890 | $120,000 | $9,231iApproximate average salary by contribution assumption: employee only about $230,769 at 4% or $153,846 at 6%; with 50% employer match about $153,846 at 4% or $102,564 at 6%; with 100% employer match about $115,385 at 4% or $76,923 at 6%. |
| 2022 | 2 | 11 | $3,598,418 | $364,122 | $33,102iApproximate average salary by contribution assumption: employee only about $827,550 at 4% or $551,700 at 6%; with 50% employer match about $551,700 at 4% or $367,800 at 6%; with 100% employer match about $413,775 at 4% or $275,850 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 11 | $3,321,544 | $264,122 | $24,011iApproximate average salary by contribution assumption: employee only about $600,277 at 4% or $400,185 at 6%; with 50% employer match about $400,185 at 4% or $266,790 at 6%; with 100% employer match about $300,139 at 4% or $200,092 at 6%. |
| LIEB, CODY & CO., CPA'S CASH BALANCE PLAN | - | 11 | $276,874 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| 2021 | 2 | 11 | $4,081,976 | $339,981 | $30,907iApproximate average salary by contribution assumption: employee only about $772,684 at 4% or $515,123 at 6%; with 50% employer match about $515,123 at 4% or $343,415 at 6%; with 100% employer match about $386,342 at 4% or $257,561 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 11 | $3,878,713 | $239,981 | $21,816iApproximate average salary by contribution assumption: employee only about $545,411 at 4% or $363,608 at 6%; with 50% employer match about $363,608 at 4% or $242,405 at 6%; with 100% employer match about $272,706 at 4% or $181,804 at 6%. |
| LIEB, CODY & CO., CPA'S CASH BALANCE PLAN | - | 11 | $203,263 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| 2020 | 2 | 11 | $3,255,706 | $294,035 | $26,730iApproximate average salary by contribution assumption: employee only about $668,261 at 4% or $445,508 at 6%; with 50% employer match about $445,508 at 4% or $297,005 at 6%; with 100% employer match about $334,131 at 4% or $222,754 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 11 | $3,155,706 | $194,035 | $17,640iApproximate average salary by contribution assumption: employee only about $440,989 at 4% or $293,992 at 6%; with 50% employer match about $293,992 at 4% or $195,995 at 6%; with 100% employer match about $220,494 at 4% or $146,996 at 6%. |
| LIEB, CODY & CO., CPA'S CASH BALANCE PLAN | - | 10 | $100,000 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2019 | 1 | 10 | $2,583,355 | $186,318 | $18,632iApproximate average salary by contribution assumption: employee only about $465,795 at 4% or $310,530 at 6%; with 50% employer match about $310,530 at 4% or $207,020 at 6%; with 100% employer match about $232,898 at 4% or $155,265 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 10 | $2,583,355 | $186,318 | $18,632iApproximate average salary by contribution assumption: employee only about $465,795 at 4% or $310,530 at 6%; with 50% employer match about $310,530 at 4% or $207,020 at 6%; with 100% employer match about $232,898 at 4% or $155,265 at 6%. |
| 2018 | 1 | 9 | $1,956,973 | $162,339 | $18,038iApproximate average salary by contribution assumption: employee only about $450,942 at 4% or $300,628 at 6%; with 50% employer match about $300,628 at 4% or $200,419 at 6%; with 100% employer match about $225,471 at 4% or $150,314 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 9 | $1,956,973 | $162,339 | $18,038iApproximate average salary by contribution assumption: employee only about $450,942 at 4% or $300,628 at 6%; with 50% employer match about $300,628 at 4% or $200,419 at 6%; with 100% employer match about $225,471 at 4% or $150,314 at 6%. |
| 2017 | 1 | 6 | $1,900,514 | $165,676 | $27,613iApproximate average salary by contribution assumption: employee only about $690,317 at 4% or $460,211 at 6%; with 50% employer match about $460,211 at 4% or $306,807 at 6%; with 100% employer match about $345,158 at 4% or $230,106 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 6 | $1,900,514 | $165,676 | $27,613iApproximate average salary by contribution assumption: employee only about $690,317 at 4% or $460,211 at 6%; with 50% employer match about $460,211 at 4% or $306,807 at 6%; with 100% employer match about $345,158 at 4% or $230,106 at 6%. |
| 2016 | 2 | 7 | $1,995,475 | $160,087 | $22,870iApproximate average salary by contribution assumption: employee only about $571,739 at 4% or $381,160 at 6%; with 50% employer match about $381,160 at 4% or $254,106 at 6%; with 100% employer match about $285,870 at 4% or $190,580 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 7 | $1,995,475 | $160,087 | $22,870iApproximate average salary by contribution assumption: employee only about $571,739 at 4% or $381,160 at 6%; with 50% employer match about $381,160 at 4% or $254,106 at 6%; with 100% employer match about $285,870 at 4% or $190,580 at 6%. |
| LIEB, CODY & CO., CPA'S CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2015 | 2 | 6 | $2,447,424 | $327,839 | $54,640iApproximate average salary by contribution assumption: employee only about $1,365,996 at 4% or $910,664 at 6%; with 50% employer match about $910,664 at 4% or $607,109 at 6%; with 100% employer match about $682,998 at 4% or $455,332 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 6 | $1,739,089 | $92,839 | $15,473iApproximate average salary by contribution assumption: employee only about $386,829 at 4% or $257,886 at 6%; with 50% employer match about $257,886 at 4% or $171,924 at 6%; with 100% employer match about $193,415 at 4% or $128,943 at 6%. |
| THOMAS J. LIEB & CO., CPA'S, CASH BALANCE PENSION PLAN | - | 6 | $708,335 | $235,000 | $39,167iApproximate average salary by contribution assumption: employee only about $979,167 at 4% or $652,778 at 6%; with 50% employer match about $652,778 at 4% or $435,185 at 6%; with 100% employer match about $489,583 at 4% or $326,389 at 6%. |
| 2014 | 2 | 6 | $2,174,277 | $396,913 | $66,152iApproximate average salary by contribution assumption: employee only about $1,653,804 at 4% or $1,102,536 at 6%; with 50% employer match about $1,102,536 at 4% or $735,024 at 6%; with 100% employer match about $826,902 at 4% or $551,268 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 5 | $1,680,129 | $121,913 | $24,383iApproximate average salary by contribution assumption: employee only about $609,565 at 4% or $406,377 at 6%; with 50% employer match about $406,377 at 4% or $270,918 at 6%; with 100% employer match about $304,783 at 4% or $203,188 at 6%. |
| THOMAS J. LIEB & CO., CPA'S, CASH BALANCE PENSION PLAN | - | 6 | $494,148 | $275,000 | $45,833iApproximate average salary by contribution assumption: employee only about $1,145,833 at 4% or $763,889 at 6%; with 50% employer match about $763,889 at 4% or $509,259 at 6%; with 100% employer match about $572,917 at 4% or $381,944 at 6%. |
| 2013 | 2 | 6 | $1,683,492 | $328,567 | $54,761iApproximate average salary by contribution assumption: employee only about $1,369,029 at 4% or $912,686 at 6%; with 50% employer match about $912,686 at 4% or $608,457 at 6%; with 100% employer match about $684,515 at 4% or $456,343 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 5 | $1,474,154 | $119,229 | $23,846iApproximate average salary by contribution assumption: employee only about $596,145 at 4% or $397,430 at 6%; with 50% employer match about $397,430 at 4% or $264,953 at 6%; with 100% employer match about $298,073 at 4% or $198,715 at 6%. |
| THOMAS J. LIEB & CO., CPA'S, CASH BALANCE PENSION PLAN | - | 6 | $209,338 | $209,338 | $34,890iApproximate average salary by contribution assumption: employee only about $872,242 at 4% or $581,494 at 6%; with 50% employer match about $581,494 at 4% or $387,663 at 6%; with 100% employer match about $436,121 at 4% or $290,747 at 6%. |
| 2012 | 1 | 5 | $1,150,867 | $84,641 | $16,928iApproximate average salary by contribution assumption: employee only about $423,205 at 4% or $282,137 at 6%; with 50% employer match about $282,137 at 4% or $188,091 at 6%; with 100% employer match about $211,603 at 4% or $141,068 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 5 | $1,150,867 | $84,641 | $16,928iApproximate average salary by contribution assumption: employee only about $423,205 at 4% or $282,137 at 6%; with 50% employer match about $282,137 at 4% or $188,091 at 6%; with 100% employer match about $211,603 at 4% or $141,068 at 6%. |
| 2011 | 1 | 5 | $956,537 | $81,880 | $16,376iApproximate average salary by contribution assumption: employee only about $409,400 at 4% or $272,933 at 6%; with 50% employer match about $272,933 at 4% or $181,956 at 6%; with 100% employer match about $204,700 at 4% or $136,467 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 5 | $956,537 | $81,880 | $16,376iApproximate average salary by contribution assumption: employee only about $409,400 at 4% or $272,933 at 6%; with 50% employer match about $272,933 at 4% or $181,956 at 6%; with 100% employer match about $204,700 at 4% or $136,467 at 6%. |
| 2010 | 1 | 5 | $882,052 | $80,389 | $16,078iApproximate average salary by contribution assumption: employee only about $401,945 at 4% or $267,963 at 6%; with 50% employer match about $267,963 at 4% or $178,642 at 6%; with 100% employer match about $200,973 at 4% or $133,982 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 5 | $882,052 | $80,389 | $16,078iApproximate average salary by contribution assumption: employee only about $401,945 at 4% or $267,963 at 6%; with 50% employer match about $267,963 at 4% or $178,642 at 6%; with 100% employer match about $200,973 at 4% or $133,982 at 6%. |
| 2009 | 1 | 5 | $744,684 | $68,882 | $13,776iApproximate average salary by contribution assumption: employee only about $344,410 at 4% or $229,607 at 6%; with 50% employer match about $229,607 at 4% or $153,071 at 6%; with 100% employer match about $172,205 at 4% or $114,803 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 5 | $744,684 | $68,882 | $13,776iApproximate average salary by contribution assumption: employee only about $344,410 at 4% or $229,607 at 6%; with 50% employer match about $229,607 at 4% or $153,071 at 6%; with 100% employer match about $172,205 at 4% or $114,803 at 6%. |
| 2008 | 1 | 4 | $581,049 | $60,776 | $15,194iApproximate average salary by contribution assumption: employee only about $379,850 at 4% or $253,233 at 6%; with 50% employer match about $253,233 at 4% or $168,822 at 6%; with 100% employer match about $189,925 at 4% or $126,617 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 4 | $581,049 | $60,776 | $15,194iApproximate average salary by contribution assumption: employee only about $379,850 at 4% or $253,233 at 6%; with 50% employer match about $253,233 at 4% or $168,822 at 6%; with 100% employer match about $189,925 at 4% or $126,617 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $628,206 | $53,001 | $13,250iApproximate average salary by contribution assumption: employee only about $331,256 at 4% or $220,838 at 6%; with 50% employer match about $220,838 at 4% or $147,225 at 6%; with 100% employer match about $165,628 at 4% or $110,419 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 4 | $628,206 | $53,001 | $13,250iApproximate average salary by contribution assumption: employee only about $331,256 at 4% or $220,838 at 6%; with 50% employer match about $220,838 at 4% or $147,225 at 6%; with 100% employer match about $165,628 at 4% or $110,419 at 6%. |
| 2005 | 1 | 4 | $604,498 | $57,371 | $14,343iApproximate average salary by contribution assumption: employee only about $358,569 at 4% or $239,046 at 6%; with 50% employer match about $239,046 at 4% or $159,364 at 6%; with 100% employer match about $179,284 at 4% or $119,523 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 4 | $604,498 | $57,371 | $14,343iApproximate average salary by contribution assumption: employee only about $358,569 at 4% or $239,046 at 6%; with 50% employer match about $239,046 at 4% or $159,364 at 6%; with 100% employer match about $179,284 at 4% or $119,523 at 6%. |
| 2004 | 1 | 6 | $520,898 | $47,502 | $7,917iApproximate average salary by contribution assumption: employee only about $197,925 at 4% or $131,950 at 6%; with 50% employer match about $131,950 at 4% or $87,967 at 6%; with 100% employer match about $98,963 at 4% or $65,975 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 6 | $520,898 | $47,502 | $7,917iApproximate average salary by contribution assumption: employee only about $197,925 at 4% or $131,950 at 6%; with 50% employer match about $131,950 at 4% or $87,967 at 6%; with 100% employer match about $98,963 at 4% or $65,975 at 6%. |
| 2003 | 1 | 6 | $452,642 | $37,781 | $6,297iApproximate average salary by contribution assumption: employee only about $157,421 at 4% or $104,947 at 6%; with 50% employer match about $104,947 at 4% or $69,965 at 6%; with 100% employer match about $78,710 at 4% or $52,474 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 6 | $452,642 | $37,781 | $6,297iApproximate average salary by contribution assumption: employee only about $157,421 at 4% or $104,947 at 6%; with 50% employer match about $104,947 at 4% or $69,965 at 6%; with 100% employer match about $78,710 at 4% or $52,474 at 6%. |
| 2002 | 1 | 6 | $370,595 | $33,388 | $5,565iApproximate average salary by contribution assumption: employee only about $139,117 at 4% or $92,744 at 6%; with 50% employer match about $92,744 at 4% or $61,830 at 6%; with 100% employer match about $69,558 at 4% or $46,372 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 6 | $370,595 | $33,388 | $5,565iApproximate average salary by contribution assumption: employee only about $139,117 at 4% or $92,744 at 6%; with 50% employer match about $92,744 at 4% or $61,830 at 6%; with 100% employer match about $69,558 at 4% or $46,372 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 2 | - | - | - |
| 2000 | 1 | 3 | $440,010 | $27,075 | $9,025iApproximate average salary by contribution assumption: employee only about $225,625 at 4% or $150,417 at 6%; with 50% employer match about $150,417 at 4% or $100,278 at 6%; with 100% employer match about $112,813 at 4% or $75,208 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 3 | $440,010 | $27,075 | $9,025iApproximate average salary by contribution assumption: employee only about $225,625 at 4% or $150,417 at 6%; with 50% employer match about $150,417 at 4% or $100,278 at 6%; with 100% employer match about $112,813 at 4% or $75,208 at 6%. |
| 1999 | 1 | 3 | $465,126 | $29,081 | $9,694iApproximate average salary by contribution assumption: employee only about $242,342 at 4% or $161,561 at 6%; with 50% employer match about $161,561 at 4% or $107,707 at 6%; with 100% employer match about $121,171 at 4% or $80,781 at 6%. |
| Thomas J. Lieb & Co., Cpas Inc. 401K Plan | - | 3 | $465,126 | $29,081 | $9,694iApproximate average salary by contribution assumption: employee only about $242,342 at 4% or $161,561 at 6%; with 50% employer match about $161,561 at 4% or $107,707 at 6%; with 100% employer match about $121,171 at 4% or $80,781 at 6%. |