Civic Intelligence

James Lieberthal PC.

Plan context: James Lieberthal PC. 401(K) & Profit Sharing Plan

EIN 47-0882336 • Scottsdale, AZ • 9 filings • 2 plans

9097 E Carol WayScottsdale, AZ 85260
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,464,753

2024 Contributions

$115,385

Historical Graphs

Total Assets Over Time

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

$1,464,753$732,377$0201620202024YearValue
$1,464,753Latest year 2024

Participants Over Time

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

420201620202024YearValue
3Latest year 2024

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
202413$1,464,753$115,385$38,462iApproximate average salary by contribution assumption: employee only about $961,542 at 4% or $641,028 at 6%; with 50% employer match about $641,028 at 4% or $427,352 at 6%; with 100% employer match about $480,771 at 4% or $320,514 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-3$1,464,753$115,385$38,462iApproximate average salary by contribution assumption: employee only about $961,542 at 4% or $641,028 at 6%; with 50% employer match about $641,028 at 4% or $427,352 at 6%; with 100% employer match about $480,771 at 4% or $320,514 at 6%.
202313$1,186,276$113,256$37,752iApproximate average salary by contribution assumption: employee only about $943,800 at 4% or $629,200 at 6%; with 50% employer match about $629,200 at 4% or $419,467 at 6%; with 100% employer match about $471,900 at 4% or $314,600 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-3$1,186,276$113,256$37,752iApproximate average salary by contribution assumption: employee only about $943,800 at 4% or $629,200 at 6%; with 50% employer match about $629,200 at 4% or $419,467 at 6%; with 100% employer match about $471,900 at 4% or $314,600 at 6%.
202213$972,142$99,619$33,206iApproximate average salary by contribution assumption: employee only about $830,158 at 4% or $553,439 at 6%; with 50% employer match about $553,439 at 4% or $368,959 at 6%; with 100% employer match about $415,079 at 4% or $276,719 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-3$972,142$99,619$33,206iApproximate average salary by contribution assumption: employee only about $830,158 at 4% or $553,439 at 6%; with 50% employer match about $553,439 at 4% or $368,959 at 6%; with 100% employer match about $415,079 at 4% or $276,719 at 6%.
202114$1,054,594$67,394$16,849iApproximate average salary by contribution assumption: employee only about $421,213 at 4% or $280,808 at 6%; with 50% employer match about $280,808 at 4% or $187,206 at 6%; with 100% employer match about $210,606 at 4% or $140,404 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-4$1,054,594$67,394$16,849iApproximate average salary by contribution assumption: employee only about $421,213 at 4% or $280,808 at 6%; with 50% employer match about $280,808 at 4% or $187,206 at 6%; with 100% employer match about $210,606 at 4% or $140,404 at 6%.
202013$834,947$56,140$18,713iApproximate average salary by contribution assumption: employee only about $467,833 at 4% or $311,889 at 6%; with 50% employer match about $311,889 at 4% or $207,926 at 6%; with 100% employer match about $233,917 at 4% or $155,944 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-3$834,947$56,140$18,713iApproximate average salary by contribution assumption: employee only about $467,833 at 4% or $311,889 at 6%; with 50% employer match about $311,889 at 4% or $207,926 at 6%; with 100% employer match about $233,917 at 4% or $155,944 at 6%.
201913$728,154$42,756$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-3$728,154$42,756$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
201812$561,954$42,015$21,008iApproximate average salary by contribution assumption: employee only about $525,188 at 4% or $350,125 at 6%; with 50% employer match about $350,125 at 4% or $233,417 at 6%; with 100% employer match about $262,594 at 4% or $175,063 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-2$561,954$42,015$21,008iApproximate average salary by contribution assumption: employee only about $525,188 at 4% or $350,125 at 6%; with 50% employer match about $350,125 at 4% or $233,417 at 6%; with 100% employer match about $262,594 at 4% or $175,063 at 6%.
201713$545,446$36,506$12,169iApproximate average salary by contribution assumption: employee only about $304,217 at 4% or $202,811 at 6%; with 50% employer match about $202,811 at 4% or $135,207 at 6%; with 100% employer match about $152,108 at 4% or $101,406 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-3$545,446$36,506$12,169iApproximate average salary by contribution assumption: employee only about $304,217 at 4% or $202,811 at 6%; with 50% employer match about $202,811 at 4% or $135,207 at 6%; with 100% employer match about $152,108 at 4% or $101,406 at 6%.
201613$429,558$53,111$17,704iApproximate average salary by contribution assumption: employee only about $442,592 at 4% or $295,061 at 6%; with 50% employer match about $295,061 at 4% or $196,707 at 6%; with 100% employer match about $221,296 at 4% or $147,531 at 6%.
James Lieberthal PC. 401(K) & Profit Sharing Plan-3$429,558$53,111$17,704iApproximate average salary by contribution assumption: employee only about $442,592 at 4% or $295,061 at 6%; with 50% employer match about $295,061 at 4% or $196,707 at 6%; with 100% employer match about $221,296 at 4% or $147,531 at 6%.