Philip L. Liberatore CPA
Plan context: Philip L. Liberatore CPA 401(K) Plan
EIN 33-0581402 • Cerritos, CA • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$2,758,187
2024 Contributions
$293,924
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 | 1 | 34 | $2,758,187 | $293,924 | $8,645iApproximate average salary by contribution assumption: employee only about $216,121 at 4% or $144,080 at 6%; with 50% employer match about $144,080 at 4% or $96,054 at 6%; with 100% employer match about $108,060 at 4% or $72,040 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 34 | $2,758,187 | $293,924 | $8,645iApproximate average salary by contribution assumption: employee only about $216,121 at 4% or $144,080 at 6%; with 50% employer match about $144,080 at 4% or $96,054 at 6%; with 100% employer match about $108,060 at 4% or $72,040 at 6%. |
| 2023 | 1 | 28 | $2,452,461 | $220,798 | $7,886iApproximate average salary by contribution assumption: employee only about $197,141 at 4% or $131,427 at 6%; with 50% employer match about $131,427 at 4% or $87,618 at 6%; with 100% employer match about $98,571 at 4% or $65,714 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 28 | $2,452,461 | $220,798 | $7,886iApproximate average salary by contribution assumption: employee only about $197,141 at 4% or $131,427 at 6%; with 50% employer match about $131,427 at 4% or $87,618 at 6%; with 100% employer match about $98,571 at 4% or $65,714 at 6%. |
| 2022 | 1 | 24 | $1,946,038 | $199,132 | $8,297iApproximate average salary by contribution assumption: employee only about $207,429 at 4% or $138,286 at 6%; with 50% employer match about $138,286 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,143 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 24 | $1,946,038 | $199,132 | $8,297iApproximate average salary by contribution assumption: employee only about $207,429 at 4% or $138,286 at 6%; with 50% employer match about $138,286 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,143 at 6%. |
| 2021 | 1 | 27 | $2,162,690 | $207,147 | $7,672iApproximate average salary by contribution assumption: employee only about $191,803 at 4% or $127,869 at 6%; with 50% employer match about $127,869 at 4% or $85,246 at 6%; with 100% employer match about $95,901 at 4% or $63,934 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 27 | $2,162,690 | $207,147 | $7,672iApproximate average salary by contribution assumption: employee only about $191,803 at 4% or $127,869 at 6%; with 50% employer match about $127,869 at 4% or $85,246 at 6%; with 100% employer match about $95,901 at 4% or $63,934 at 6%. |
| 2020 | 1 | 23 | $1,722,286 | $166,069 | $7,220iApproximate average salary by contribution assumption: employee only about $180,510 at 4% or $120,340 at 6%; with 50% employer match about $120,340 at 4% or $80,227 at 6%; with 100% employer match about $90,255 at 4% or $60,170 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 23 | $1,722,286 | $166,069 | $7,220iApproximate average salary by contribution assumption: employee only about $180,510 at 4% or $120,340 at 6%; with 50% employer match about $120,340 at 4% or $80,227 at 6%; with 100% employer match about $90,255 at 4% or $60,170 at 6%. |
| 2019 | 1 | 23 | $1,405,279 | $181,028 | $7,871iApproximate average salary by contribution assumption: employee only about $196,770 at 4% or $131,180 at 6%; with 50% employer match about $131,180 at 4% or $87,453 at 6%; with 100% employer match about $98,385 at 4% or $65,590 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 23 | $1,405,279 | $181,028 | $7,871iApproximate average salary by contribution assumption: employee only about $196,770 at 4% or $131,180 at 6%; with 50% employer match about $131,180 at 4% or $87,453 at 6%; with 100% employer match about $98,385 at 4% or $65,590 at 6%. |
| 2018 | 1 | 17 | $1,017,818 | $123,984 | $7,293iApproximate average salary by contribution assumption: employee only about $182,329 at 4% or $121,553 at 6%; with 50% employer match about $121,553 at 4% or $81,035 at 6%; with 100% employer match about $91,165 at 4% or $60,776 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 17 | $1,017,818 | $123,984 | $7,293iApproximate average salary by contribution assumption: employee only about $182,329 at 4% or $121,553 at 6%; with 50% employer match about $121,553 at 4% or $81,035 at 6%; with 100% employer match about $91,165 at 4% or $60,776 at 6%. |
| 2017 | 1 | 16 | $986,663 | $145,164 | $9,073iApproximate average salary by contribution assumption: employee only about $226,819 at 4% or $151,213 at 6%; with 50% employer match about $151,213 at 4% or $100,808 at 6%; with 100% employer match about $113,409 at 4% or $75,606 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 16 | $986,663 | $145,164 | $9,073iApproximate average salary by contribution assumption: employee only about $226,819 at 4% or $151,213 at 6%; with 50% employer match about $151,213 at 4% or $100,808 at 6%; with 100% employer match about $113,409 at 4% or $75,606 at 6%. |
| 2016 | 1 | 16 | $780,635 | $162,618 | $10,164iApproximate average salary by contribution assumption: employee only about $254,091 at 4% or $169,394 at 6%; with 50% employer match about $169,394 at 4% or $112,929 at 6%; with 100% employer match about $127,045 at 4% or $84,697 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 16 | $780,635 | $162,618 | $10,164iApproximate average salary by contribution assumption: employee only about $254,091 at 4% or $169,394 at 6%; with 50% employer match about $169,394 at 4% or $112,929 at 6%; with 100% employer match about $127,045 at 4% or $84,697 at 6%. |
| 2015 | 1 | 17 | $817,592 | $166,821 | $9,813iApproximate average salary by contribution assumption: employee only about $245,325 at 4% or $163,550 at 6%; with 50% employer match about $163,550 at 4% or $109,033 at 6%; with 100% employer match about $122,663 at 4% or $81,775 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 17 | $817,592 | $166,821 | $9,813iApproximate average salary by contribution assumption: employee only about $245,325 at 4% or $163,550 at 6%; with 50% employer match about $163,550 at 4% or $109,033 at 6%; with 100% employer match about $122,663 at 4% or $81,775 at 6%. |
| 2014 | 1 | 16 | $1,528,106 | $141,217 | $8,826iApproximate average salary by contribution assumption: employee only about $220,652 at 4% or $147,101 at 6%; with 50% employer match about $147,101 at 4% or $98,067 at 6%; with 100% employer match about $110,326 at 4% or $73,551 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 16 | $1,528,106 | $141,217 | $8,826iApproximate average salary by contribution assumption: employee only about $220,652 at 4% or $147,101 at 6%; with 50% employer match about $147,101 at 4% or $98,067 at 6%; with 100% employer match about $110,326 at 4% or $73,551 at 6%. |
| 2013 | 1 | 16 | $1,298,944 | $115,173 | $7,198iApproximate average salary by contribution assumption: employee only about $179,958 at 4% or $119,972 at 6%; with 50% employer match about $119,972 at 4% or $79,981 at 6%; with 100% employer match about $89,979 at 4% or $59,986 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 16 | $1,298,944 | $115,173 | $7,198iApproximate average salary by contribution assumption: employee only about $179,958 at 4% or $119,972 at 6%; with 50% employer match about $119,972 at 4% or $79,981 at 6%; with 100% employer match about $89,979 at 4% or $59,986 at 6%. |
| 2012 | 1 | 16 | $961,601 | $134,045 | $8,378iApproximate average salary by contribution assumption: employee only about $209,445 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 16 | $961,601 | $134,045 | $8,378iApproximate average salary by contribution assumption: employee only about $209,445 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%. |
| 2011 | 1 | 15 | $700,463 | $95,062 | $6,337iApproximate average salary by contribution assumption: employee only about $158,437 at 4% or $105,624 at 6%; with 50% employer match about $105,624 at 4% or $70,416 at 6%; with 100% employer match about $79,218 at 4% or $52,812 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 15 | $700,463 | $95,062 | $6,337iApproximate average salary by contribution assumption: employee only about $158,437 at 4% or $105,624 at 6%; with 50% employer match about $105,624 at 4% or $70,416 at 6%; with 100% employer match about $79,218 at 4% or $52,812 at 6%. |
| 2010 | 1 | 13 | $616,408 | $107,129 | $8,241iApproximate average salary by contribution assumption: employee only about $206,017 at 4% or $137,345 at 6%; with 50% employer match about $137,345 at 4% or $91,563 at 6%; with 100% employer match about $103,009 at 4% or $68,672 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 13 | $616,408 | $107,129 | $8,241iApproximate average salary by contribution assumption: employee only about $206,017 at 4% or $137,345 at 6%; with 50% employer match about $137,345 at 4% or $91,563 at 6%; with 100% employer match about $103,009 at 4% or $68,672 at 6%. |
| 2009 | 1 | 22 | $448,064 | $105,406 | $4,791iApproximate average salary by contribution assumption: employee only about $119,780 at 4% or $79,853 at 6%; with 50% employer match about $79,853 at 4% or $53,235 at 6%; with 100% employer match about $59,890 at 4% or $39,927 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 22 | $448,064 | $105,406 | $4,791iApproximate average salary by contribution assumption: employee only about $119,780 at 4% or $79,853 at 6%; with 50% employer match about $79,853 at 4% or $53,235 at 6%; with 100% employer match about $59,890 at 4% or $39,927 at 6%. |
| 2008 | 1 | 27 | $297,908 | $112,443 | $4,165iApproximate average salary by contribution assumption: employee only about $104,114 at 4% or $69,409 at 6%; with 50% employer match about $69,409 at 4% or $46,273 at 6%; with 100% employer match about $52,057 at 4% or $34,705 at 6%. |
| Philip L. Liberatore CPA 401(K) Plan | - | 27 | $297,908 | $112,443 | $4,165iApproximate average salary by contribution assumption: employee only about $104,114 at 4% or $69,409 at 6%; with 50% employer match about $69,409 at 4% or $46,273 at 6%; with 100% employer match about $52,057 at 4% or $34,705 at 6%. |