Civic Intelligence

Liberty Fund Inc.

Plan context: Liberty Fund Inc. Retirement Plan

EIN 35-1320021 • Carmel, IN • 27 filings • 3 plans

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11301 N. Meridian StreetCarmel, IN 46032
Current Snapshot

Latest Year

2025

2025 Participants

46

2025 Assets

$18,671,481

2025 Contributions

$951,745

Historical Graphs

Total Assets Over Time

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

$21,606,480$10,803,240$0199920132025YearValue
$18,671,481Latest year 2025

Participants Over Time

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

64320199920122025YearValue
46Latest year 2025

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
2025146$18,671,481$951,745$20,690iApproximate average salary by contribution assumption: employee only about $517,253 at 4% or $344,835 at 6%; with 50% employer match about $344,835 at 4% or $229,890 at 6%; with 100% employer match about $258,626 at 4% or $172,418 at 6%.
Liberty Fund Inc. Retirement Plan-46$18,671,481$951,745$20,690iApproximate average salary by contribution assumption: employee only about $517,253 at 4% or $344,835 at 6%; with 50% employer match about $344,835 at 4% or $229,890 at 6%; with 100% employer match about $258,626 at 4% or $172,418 at 6%.
2024144$20,064,672$1,163,425$26,441iApproximate average salary by contribution assumption: employee only about $661,037 at 4% or $440,691 at 6%; with 50% employer match about $440,691 at 4% or $293,794 at 6%; with 100% employer match about $330,518 at 4% or $220,346 at 6%.
Liberty Fund Inc. Retirement Plan-44$20,064,672$1,163,425$26,441iApproximate average salary by contribution assumption: employee only about $661,037 at 4% or $440,691 at 6%; with 50% employer match about $440,691 at 4% or $293,794 at 6%; with 100% employer match about $330,518 at 4% or $220,346 at 6%.
2023144$20,083,410$819,563$18,626iApproximate average salary by contribution assumption: employee only about $465,661 at 4% or $310,441 at 6%; with 50% employer match about $310,441 at 4% or $206,960 at 6%; with 100% employer match about $232,830 at 4% or $155,220 at 6%.
Liberty Fund Inc. Retirement Plan-44$20,083,410$819,563$18,626iApproximate average salary by contribution assumption: employee only about $465,661 at 4% or $310,441 at 6%; with 50% employer match about $310,441 at 4% or $206,960 at 6%; with 100% employer match about $232,830 at 4% or $155,220 at 6%.
2022147$18,238,178$783,577$16,672iApproximate average salary by contribution assumption: employee only about $416,796 at 4% or $277,864 at 6%; with 50% employer match about $277,864 at 4% or $185,243 at 6%; with 100% employer match about $208,398 at 4% or $138,932 at 6%.
Liberty Fund Inc. Retirement Plan-47$18,238,178$783,577$16,672iApproximate average salary by contribution assumption: employee only about $416,796 at 4% or $277,864 at 6%; with 50% employer match about $277,864 at 4% or $185,243 at 6%; with 100% employer match about $208,398 at 4% or $138,932 at 6%.
2021147$21,606,480$952,217$20,260iApproximate average salary by contribution assumption: employee only about $506,498 at 4% or $337,666 at 6%; with 50% employer match about $337,666 at 4% or $225,110 at 6%; with 100% employer match about $253,249 at 4% or $168,833 at 6%.
Liberty Fund Inc. Retirement Plan-47$21,606,480$952,217$20,260iApproximate average salary by contribution assumption: employee only about $506,498 at 4% or $337,666 at 6%; with 50% employer match about $337,666 at 4% or $225,110 at 6%; with 100% employer match about $253,249 at 4% or $168,833 at 6%.
2020151$19,562,862$885,834$17,369iApproximate average salary by contribution assumption: employee only about $434,232 at 4% or $289,488 at 6%; with 50% employer match about $289,488 at 4% or $192,992 at 6%; with 100% employer match about $217,116 at 4% or $144,744 at 6%.
Liberty Fund Inc. Retirement Plan-51$19,562,862$885,834$17,369iApproximate average salary by contribution assumption: employee only about $434,232 at 4% or $289,488 at 6%; with 50% employer match about $289,488 at 4% or $192,992 at 6%; with 100% employer match about $217,116 at 4% or $144,744 at 6%.
2019152$16,775,630$932,418$17,931iApproximate average salary by contribution assumption: employee only about $448,278 at 4% or $298,852 at 6%; with 50% employer match about $298,852 at 4% or $199,235 at 6%; with 100% employer match about $224,139 at 4% or $149,426 at 6%.
Liberty Fund Inc. Retirement Plan-52$16,775,630$932,418$17,931iApproximate average salary by contribution assumption: employee only about $448,278 at 4% or $298,852 at 6%; with 50% employer match about $298,852 at 4% or $199,235 at 6%; with 100% employer match about $224,139 at 4% or $149,426 at 6%.
2018153$13,848,737$932,870$17,601iApproximate average salary by contribution assumption: employee only about $440,033 at 4% or $293,355 at 6%; with 50% employer match about $293,355 at 4% or $195,570 at 6%; with 100% employer match about $220,017 at 4% or $146,678 at 6%.
Liberty Fund Inc. Retirement Plan-53$13,848,737$932,870$17,601iApproximate average salary by contribution assumption: employee only about $440,033 at 4% or $293,355 at 6%; with 50% employer match about $293,355 at 4% or $195,570 at 6%; with 100% employer match about $220,017 at 4% or $146,678 at 6%.
2017155$15,546,225$919,157$16,712iApproximate average salary by contribution assumption: employee only about $417,799 at 4% or $278,532 at 6%; with 50% employer match about $278,532 at 4% or $185,688 at 6%; with 100% employer match about $208,899 at 4% or $139,266 at 6%.
Liberty Fund Inc. Retirement Plan-55$15,546,225$919,157$16,712iApproximate average salary by contribution assumption: employee only about $417,799 at 4% or $278,532 at 6%; with 50% employer match about $278,532 at 4% or $185,688 at 6%; with 100% employer match about $208,899 at 4% or $139,266 at 6%.
2016154$12,663,674$735,325$13,617iApproximate average salary by contribution assumption: employee only about $340,428 at 4% or $226,952 at 6%; with 50% employer match about $226,952 at 4% or $151,301 at 6%; with 100% employer match about $170,214 at 4% or $113,476 at 6%.
Liberty Fund Inc. Retirement Plan-54$12,663,674$735,325$13,617iApproximate average salary by contribution assumption: employee only about $340,428 at 4% or $226,952 at 6%; with 50% employer match about $226,952 at 4% or $151,301 at 6%; with 100% employer match about $170,214 at 4% or $113,476 at 6%.
2015156$12,065,214$879,591$15,707iApproximate average salary by contribution assumption: employee only about $392,675 at 4% or $261,783 at 6%; with 50% employer match about $261,783 at 4% or $174,522 at 6%; with 100% employer match about $196,337 at 4% or $130,892 at 6%.
Liberty Fund Inc. Retirement Plan-56$12,065,214$879,591$15,707iApproximate average salary by contribution assumption: employee only about $392,675 at 4% or $261,783 at 6%; with 50% employer match about $261,783 at 4% or $174,522 at 6%; with 100% employer match about $196,337 at 4% or $130,892 at 6%.
2014155$11,784,027$833,323$15,151iApproximate average salary by contribution assumption: employee only about $378,783 at 4% or $252,522 at 6%; with 50% employer match about $252,522 at 4% or $168,348 at 6%; with 100% employer match about $189,392 at 4% or $126,261 at 6%.
Liberty Fund Inc. Retirement Plan-55$11,784,027$833,323$15,151iApproximate average salary by contribution assumption: employee only about $378,783 at 4% or $252,522 at 6%; with 50% employer match about $252,522 at 4% or $168,348 at 6%; with 100% employer match about $189,392 at 4% or $126,261 at 6%.
2013155$10,807,047$817,110$14,857iApproximate average salary by contribution assumption: employee only about $371,414 at 4% or $247,609 at 6%; with 50% employer match about $247,609 at 4% or $165,073 at 6%; with 100% employer match about $185,707 at 4% or $123,805 at 6%.
Liberty Fund Inc. Retirement Plan-55$10,807,047$817,110$14,857iApproximate average salary by contribution assumption: employee only about $371,414 at 4% or $247,609 at 6%; with 50% employer match about $247,609 at 4% or $165,073 at 6%; with 100% employer match about $185,707 at 4% or $123,805 at 6%.
2012156$8,418,323$796,855$14,230iApproximate average salary by contribution assumption: employee only about $355,739 at 4% or $237,159 at 6%; with 50% employer match about $237,159 at 4% or $158,106 at 6%; with 100% employer match about $177,869 at 4% or $118,580 at 6%.
Liberty Fund Inc. Retirement Plan-56$8,418,323$796,855$14,230iApproximate average salary by contribution assumption: employee only about $355,739 at 4% or $237,159 at 6%; with 50% employer match about $237,159 at 4% or $158,106 at 6%; with 100% employer match about $177,869 at 4% or $118,580 at 6%.
2011161$7,164,867$794,678$13,028iApproximate average salary by contribution assumption: employee only about $325,688 at 4% or $217,125 at 6%; with 50% employer match about $217,125 at 4% or $144,750 at 6%; with 100% employer match about $162,844 at 4% or $108,563 at 6%.
Liberty Fund Inc. Retirement Plan-61$7,164,867$794,678$13,028iApproximate average salary by contribution assumption: employee only about $325,688 at 4% or $217,125 at 6%; with 50% employer match about $217,125 at 4% or $144,750 at 6%; with 100% employer match about $162,844 at 4% or $108,563 at 6%.
2010161$6,655,791$1,046,800$17,161iApproximate average salary by contribution assumption: employee only about $429,016 at 4% or $286,011 at 6%; with 50% employer match about $286,011 at 4% or $190,674 at 6%; with 100% employer match about $214,508 at 4% or $143,005 at 6%.
Liberty Fund Inc. Retirement Plan-61$6,655,791$1,046,800$17,161iApproximate average salary by contribution assumption: employee only about $429,016 at 4% or $286,011 at 6%; with 50% employer match about $286,011 at 4% or $190,674 at 6%; with 100% employer match about $214,508 at 4% or $143,005 at 6%.
2009164$5,123,555$813,648$12,713iApproximate average salary by contribution assumption: employee only about $317,831 at 4% or $211,888 at 6%; with 50% employer match about $211,888 at 4% or $141,258 at 6%; with 100% employer match about $158,916 at 4% or $105,944 at 6%.
Liberty Fund Inc. Retirement Plan-64$5,123,555$813,648$12,713iApproximate average salary by contribution assumption: employee only about $317,831 at 4% or $211,888 at 6%; with 50% employer match about $211,888 at 4% or $141,258 at 6%; with 100% employer match about $158,916 at 4% or $105,944 at 6%.
2008158$3,313,898$568,577$9,803iApproximate average salary by contribution assumption: employee only about $245,076 at 4% or $163,384 at 6%; with 50% employer match about $163,384 at 4% or $108,923 at 6%; with 100% employer match about $122,538 at 4% or $81,692 at 6%.
Liberty Fund Inc. Retirement Plan-58$3,313,898$568,577$9,803iApproximate average salary by contribution assumption: employee only about $245,076 at 4% or $163,384 at 6%; with 50% employer match about $163,384 at 4% or $108,923 at 6%; with 100% employer match about $122,538 at 4% or $81,692 at 6%.
2007154$0$0-
Liberty Fund Inc. Retirement Plan-54---
2006153$3,644,777$471,212$8,891iApproximate average salary by contribution assumption: employee only about $222,270 at 4% or $148,180 at 6%; with 50% employer match about $148,180 at 4% or $98,787 at 6%; with 100% employer match about $111,135 at 4% or $74,090 at 6%.
Liberty Fund Inc. Retirement Plan-53$3,644,777$471,212$8,891iApproximate average salary by contribution assumption: employee only about $222,270 at 4% or $148,180 at 6%; with 50% employer match about $148,180 at 4% or $98,787 at 6%; with 100% employer match about $111,135 at 4% or $74,090 at 6%.
2005149$3,000,809$441,983$9,020iApproximate average salary by contribution assumption: employee only about $225,502 at 4% or $150,334 at 6%; with 50% employer match about $150,334 at 4% or $100,223 at 6%; with 100% employer match about $112,751 at 4% or $75,167 at 6%.
Liberty Fund Inc. Retirement Plan-49$3,000,809$441,983$9,020iApproximate average salary by contribution assumption: employee only about $225,502 at 4% or $150,334 at 6%; with 50% employer match about $150,334 at 4% or $100,223 at 6%; with 100% employer match about $112,751 at 4% or $75,167 at 6%.
2004147$2,446,070$425,803$9,060iApproximate average salary by contribution assumption: employee only about $226,491 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%.
Liberty Fund Inc. Retirement Plan-47$2,446,070$425,803$9,060iApproximate average salary by contribution assumption: employee only about $226,491 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%.
2003149$1,843,623$386,847$7,895iApproximate average salary by contribution assumption: employee only about $197,371 at 4% or $131,581 at 6%; with 50% employer match about $131,581 at 4% or $87,720 at 6%; with 100% employer match about $98,685 at 4% or $65,790 at 6%.
Liberty Fund Inc. Retirement Plan-49$1,843,623$386,847$7,895iApproximate average salary by contribution assumption: employee only about $197,371 at 4% or $131,581 at 6%; with 50% employer match about $131,581 at 4% or $87,720 at 6%; with 100% employer match about $98,685 at 4% or $65,790 at 6%.
2002147$1,284,644$385,031$8,192iApproximate average salary by contribution assumption: employee only about $204,804 at 4% or $136,536 at 6%; with 50% employer match about $136,536 at 4% or $91,024 at 6%; with 100% employer match about $102,402 at 4% or $68,268 at 6%.
Liberty Fund Inc. Retirement Plan-47$1,284,644$385,031$8,192iApproximate average salary by contribution assumption: employee only about $204,804 at 4% or $136,536 at 6%; with 50% employer match about $136,536 at 4% or $91,024 at 6%; with 100% employer match about $102,402 at 4% or $68,268 at 6%.
2001144$1,300,421$365,930$8,317iApproximate average salary by contribution assumption: employee only about $207,915 at 4% or $138,610 at 6%; with 50% employer match about $138,610 at 4% or $92,407 at 6%; with 100% employer match about $103,957 at 4% or $69,305 at 6%.
Liberty Fund Inc. Retirement Plan-44$1,300,421$365,930$8,317iApproximate average salary by contribution assumption: employee only about $207,915 at 4% or $138,610 at 6%; with 50% employer match about $138,610 at 4% or $92,407 at 6%; with 100% employer match about $103,957 at 4% or $69,305 at 6%.
2000143$1,680,668$326,586$7,595iApproximate average salary by contribution assumption: employee only about $189,876 at 4% or $126,584 at 6%; with 50% employer match about $126,584 at 4% or $84,389 at 6%; with 100% employer match about $94,938 at 4% or $63,292 at 6%.
Liberty Fund Inc. Retirement Plan-43$1,680,668$326,586$7,595iApproximate average salary by contribution assumption: employee only about $189,876 at 4% or $126,584 at 6%; with 50% employer match about $126,584 at 4% or $84,389 at 6%; with 100% employer match about $94,938 at 4% or $63,292 at 6%.
1999138$2,107,759$289,261$7,612iApproximate average salary by contribution assumption: employee only about $190,303 at 4% or $126,869 at 6%; with 50% employer match about $126,869 at 4% or $84,579 at 6%; with 100% employer match about $95,152 at 4% or $63,434 at 6%.
Liberty Fund Inc. Retirement Plan-38$2,107,759$289,261$7,612iApproximate average salary by contribution assumption: employee only about $190,303 at 4% or $126,869 at 6%; with 50% employer match about $126,869 at 4% or $84,579 at 6%; with 100% employer match about $95,152 at 4% or $63,434 at 6%.