Civic Intelligence

Liberty State Bank

Plan context: Liberty State Bank Employee Stock Ownership Plan

EIN 41-0376570 • 10 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

77

2004 Assets

$8,805,557

2004 Contributions

$268,271

Historical Graphs

Total Assets Over Time

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

$8,805,557$4,402,779$0199920012002YearValue
$8,805,557Latest year 2002

Participants Over Time

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

81410199920012003YearValue
77Latest year 2003

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
200410$0$0-
Liberty Retirement Plan-0---
2003177$0$0-
Liberty Retirement Plan-77---
2002281$8,805,557$268,271$3,312iApproximate average salary by contribution assumption: employee only about $82,800 at 4% or $55,200 at 6%; with 50% employer match about $55,200 at 4% or $36,800 at 6%; with 100% employer match about $41,400 at 4% or $27,600 at 6%.
Liberty State Bank Employee Stock Ownership Plan-76$6,486,124$100,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
Liberty Retirement Plan-81$2,319,433$168,271$2,077iApproximate average salary by contribution assumption: employee only about $51,935 at 4% or $34,624 at 6%; with 50% employer match about $34,624 at 4% or $23,082 at 6%; with 100% employer match about $25,968 at 4% or $17,312 at 6%.
2001277$7,786,489$290,000$3,766iApproximate average salary by contribution assumption: employee only about $94,156 at 4% or $62,771 at 6%; with 50% employer match about $62,771 at 4% or $41,847 at 6%; with 100% employer match about $47,078 at 4% or $31,385 at 6%.
Liberty State Bank Employee Stock Ownership Plan-75$5,683,164$100,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
Liberty Retirement Plan-77$2,103,325$190,000$2,468iApproximate average salary by contribution assumption: employee only about $61,688 at 4% or $41,126 at 6%; with 50% employer match about $41,126 at 4% or $27,417 at 6%; with 100% employer match about $30,844 at 4% or $20,563 at 6%.
2000276$6,931,515$185,790$2,445iApproximate average salary by contribution assumption: employee only about $61,115 at 4% or $40,743 at 6%; with 50% employer match about $40,743 at 4% or $27,162 at 6%; with 100% employer match about $30,558 at 4% or $20,372 at 6%.
Liberty State Bank Employee Stock Ownership Plan-66$5,065,893$100,000$1,515iApproximate average salary by contribution assumption: employee only about $37,879 at 4% or $25,253 at 6%; with 50% employer match about $25,253 at 4% or $16,835 at 6%; with 100% employer match about $18,939 at 4% or $12,626 at 6%.
Liberty Retirement Plan-76$1,865,622$85,790$1,129iApproximate average salary by contribution assumption: employee only about $28,220 at 4% or $18,814 at 6%; with 50% employer match about $18,814 at 4% or $12,542 at 6%; with 100% employer match about $14,110 at 4% or $9,407 at 6%.
1999271$6,538,772$201,103$2,832iApproximate average salary by contribution assumption: employee only about $70,811 at 4% or $47,207 at 6%; with 50% employer match about $47,207 at 4% or $31,472 at 6%; with 100% employer match about $35,405 at 4% or $23,604 at 6%.
Liberty State Bank Employee Stock Ownership Plan-68$4,801,008$125,000$1,838iApproximate average salary by contribution assumption: employee only about $45,956 at 4% or $30,637 at 6%; with 50% employer match about $30,637 at 4% or $20,425 at 6%; with 100% employer match about $22,978 at 4% or $15,319 at 6%.
Liberty Retirement Plan-71$1,737,764$76,103$1,072iApproximate average salary by contribution assumption: employee only about $26,797 at 4% or $17,865 at 6%; with 50% employer match about $17,865 at 4% or $11,910 at 6%; with 100% employer match about $13,398 at 4% or $8,932 at 6%.