Civic Intelligence

Liberty Heating and A/C Inc.

Plan context: Liberty 401K Plan

EIN 33-0972476 • Aliso Viejo, CA • 12 filings • 1 plans

27068 LA Paz Rd.Box 538Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$129,150

2015 Contributions

$3,483

Historical Graphs

Total Assets Over Time

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

$444,261$222,131$0200420102014YearValue
$129,150Latest year 2014

Participants Over Time

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

114570200420092014YearValue
7Latest year 2014

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
201510$0$0-
Liberty 401K Plan-0$0--
201417$129,150$0-
Liberty 401K Plan-7$129,150--
201318$121,962$0-
Liberty 401K Plan-8$121,962--
201218$98,324$0-
Liberty 401K Plan-8$98,324--
2011112$263,873$3,483$290iApproximate average salary by contribution assumption: employee only about $7,256 at 4% or $4,838 at 6%; with 50% employer match about $4,838 at 4% or $3,225 at 6%; with 100% employer match about $3,628 at 4% or $2,419 at 6%.
Liberty 401K Plan-12$263,873$3,483$290iApproximate average salary by contribution assumption: employee only about $7,256 at 4% or $4,838 at 6%; with 50% employer match about $4,838 at 4% or $3,225 at 6%; with 100% employer match about $3,628 at 4% or $2,419 at 6%.
2010120$425,293$16,891$845iApproximate average salary by contribution assumption: employee only about $21,114 at 4% or $14,076 at 6%; with 50% employer match about $14,076 at 4% or $9,384 at 6%; with 100% employer match about $10,557 at 4% or $7,038 at 6%.
Liberty 401K Plan-20$425,293$16,891$845iApproximate average salary by contribution assumption: employee only about $21,114 at 4% or $14,076 at 6%; with 50% employer match about $14,076 at 4% or $9,384 at 6%; with 100% employer match about $10,557 at 4% or $7,038 at 6%.
2009139$444,261$28,634$734iApproximate average salary by contribution assumption: employee only about $18,355 at 4% or $12,237 at 6%; with 50% employer match about $12,237 at 4% or $8,158 at 6%; with 100% employer match about $9,178 at 4% or $6,118 at 6%.
Liberty 401K Plan-39$444,261$28,634$734iApproximate average salary by contribution assumption: employee only about $18,355 at 4% or $12,237 at 6%; with 50% employer match about $12,237 at 4% or $8,158 at 6%; with 100% employer match about $9,178 at 4% or $6,118 at 6%.
2008156$348,535$46,194$825iApproximate average salary by contribution assumption: employee only about $20,622 at 4% or $13,748 at 6%; with 50% employer match about $13,748 at 4% or $9,165 at 6%; with 100% employer match about $10,311 at 4% or $6,874 at 6%.
Liberty 401K Plan-56$348,535$46,194$825iApproximate average salary by contribution assumption: employee only about $20,622 at 4% or $13,748 at 6%; with 50% employer match about $13,748 at 4% or $9,165 at 6%; with 100% employer match about $10,311 at 4% or $6,874 at 6%.
2007168$0$0-
Liberty 401K Plan-68---
20061109$388,835$201,413$1,848iApproximate average salary by contribution assumption: employee only about $46,196 at 4% or $30,797 at 6%; with 50% employer match about $30,797 at 4% or $20,531 at 6%; with 100% employer match about $23,098 at 4% or $15,399 at 6%.
Liberty 401K Plan-109$388,835$201,413$1,848iApproximate average salary by contribution assumption: employee only about $46,196 at 4% or $30,797 at 6%; with 50% employer match about $30,797 at 4% or $20,531 at 6%; with 100% employer match about $23,098 at 4% or $15,399 at 6%.
20051114$165,543$55,695$489iApproximate average salary by contribution assumption: employee only about $12,214 at 4% or $8,143 at 6%; with 50% employer match about $8,143 at 4% or $5,428 at 6%; with 100% employer match about $6,107 at 4% or $4,071 at 6%.
Liberty 401K Plan-114$165,543$55,695$489iApproximate average salary by contribution assumption: employee only about $12,214 at 4% or $8,143 at 6%; with 50% employer match about $8,143 at 4% or $5,428 at 6%; with 100% employer match about $6,107 at 4% or $4,071 at 6%.
2004158$105,222$64,377$1,110iApproximate average salary by contribution assumption: employee only about $27,749 at 4% or $18,499 at 6%; with 50% employer match about $18,499 at 4% or $12,333 at 6%; with 100% employer match about $13,874 at 4% or $9,250 at 6%.
Liberty 401K Plan-58$105,222$64,377$1,110iApproximate average salary by contribution assumption: employee only about $27,749 at 4% or $18,499 at 6%; with 50% employer match about $18,499 at 4% or $12,333 at 6%; with 100% employer match about $13,874 at 4% or $9,250 at 6%.