Civic Intelligence

Libertyfi LLC

Plan context: Libertyfi LLC 401(K) Plan

EIN 82-2020482 • Birmingham, AL • 6 filings • 1 plans

104 23rd Street SouthSuite 175Birmingham, AL 35233
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$828,725

2024 Contributions

$214,625

Historical Graphs

Total Assets Over Time

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

$828,725$414,363$0201920212023YearValue
$828,725Latest year 2023

Participants Over Time

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

740201920212023YearValue
7Latest year 2023

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
202410$0$0-
Libertyfi LLC 401(K) Plan-0---
202317$828,725$214,625$30,661iApproximate average salary by contribution assumption: employee only about $766,518 at 4% or $511,012 at 6%; with 50% employer match about $511,012 at 4% or $340,675 at 6%; with 100% employer match about $383,259 at 4% or $255,506 at 6%.
Libertyfi LLC 401(K) Plan-7$828,725$214,625$30,661iApproximate average salary by contribution assumption: employee only about $766,518 at 4% or $511,012 at 6%; with 50% employer match about $511,012 at 4% or $340,675 at 6%; with 100% employer match about $383,259 at 4% or $255,506 at 6%.
202217$573,369$195,750$27,964iApproximate average salary by contribution assumption: employee only about $699,107 at 4% or $466,071 at 6%; with 50% employer match about $466,071 at 4% or $310,714 at 6%; with 100% employer match about $349,554 at 4% or $233,036 at 6%.
Libertyfi LLC 401(K) Plan-7$573,369$195,750$27,964iApproximate average salary by contribution assumption: employee only about $699,107 at 4% or $466,071 at 6%; with 50% employer match about $466,071 at 4% or $310,714 at 6%; with 100% employer match about $349,554 at 4% or $233,036 at 6%.
202116$431,024$191,500$31,917iApproximate average salary by contribution assumption: employee only about $797,917 at 4% or $531,944 at 6%; with 50% employer match about $531,944 at 4% or $354,630 at 6%; with 100% employer match about $398,958 at 4% or $265,972 at 6%.
Libertyfi LLC 401(K) Plan-6$431,024$191,500$31,917iApproximate average salary by contribution assumption: employee only about $797,917 at 4% or $531,944 at 6%; with 50% employer match about $531,944 at 4% or $354,630 at 6%; with 100% employer match about $398,958 at 4% or $265,972 at 6%.
202016$235,757$184,064$30,677iApproximate average salary by contribution assumption: employee only about $766,933 at 4% or $511,289 at 6%; with 50% employer match about $511,289 at 4% or $340,859 at 6%; with 100% employer match about $383,467 at 4% or $255,644 at 6%.
Libertyfi LLC 401(K) Plan-6$235,757$184,064$30,677iApproximate average salary by contribution assumption: employee only about $766,933 at 4% or $511,289 at 6%; with 50% employer match about $511,289 at 4% or $340,859 at 6%; with 100% employer match about $383,467 at 4% or $255,644 at 6%.
201915$52,807$52,800$10,560iApproximate average salary by contribution assumption: employee only about $264,000 at 4% or $176,000 at 6%; with 50% employer match about $176,000 at 4% or $117,333 at 6%; with 100% employer match about $132,000 at 4% or $88,000 at 6%.
Libertyfi LLC 401(K) Plan-5$52,807$52,800$10,560iApproximate average salary by contribution assumption: employee only about $264,000 at 4% or $176,000 at 6%; with 50% employer match about $176,000 at 4% or $117,333 at 6%; with 100% employer match about $132,000 at 4% or $88,000 at 6%.