Liebert & Liebert CPA
Plan context: Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC
EIN 93-0659412 • Portland, OR • 30 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$4,126,094
2024 Contributions
$195,562
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $4,126,094 | $195,562 | $21,729iApproximate average salary by contribution assumption: employee only about $543,228 at 4% or $362,152 at 6%; with 50% employer match about $362,152 at 4% or $241,435 at 6%; with 100% employer match about $271,614 at 4% or $181,076 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 9 | $3,496,681 | $195,562 | $21,729iApproximate average salary by contribution assumption: employee only about $543,228 at 4% or $362,152 at 6%; with 50% employer match about $362,152 at 4% or $241,435 at 6%; with 100% employer match about $271,614 at 4% or $181,076 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 1 | $629,413 | - | - |
| 2023 | 2 | 9 | $3,543,033 | $192,690 | $21,410iApproximate average salary by contribution assumption: employee only about $535,250 at 4% or $356,833 at 6%; with 50% employer match about $356,833 at 4% or $237,889 at 6%; with 100% employer match about $267,625 at 4% or $178,417 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 9 | $2,958,876 | $192,690 | $21,410iApproximate average salary by contribution assumption: employee only about $535,250 at 4% or $356,833 at 6%; with 50% employer match about $356,833 at 4% or $237,889 at 6%; with 100% employer match about $267,625 at 4% or $178,417 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 1 | $584,157 | - | - |
| 2022 | 2 | 7 | $2,906,388 | $172,504 | $24,643iApproximate average salary by contribution assumption: employee only about $616,086 at 4% or $410,724 at 6%; with 50% employer match about $410,724 at 4% or $273,816 at 6%; with 100% employer match about $308,043 at 4% or $205,362 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 7 | $2,348,277 | $172,504 | $24,643iApproximate average salary by contribution assumption: employee only about $616,086 at 4% or $410,724 at 6%; with 50% employer match about $410,724 at 4% or $273,816 at 6%; with 100% employer match about $308,043 at 4% or $205,362 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 0 | $558,111 | - | - |
| 2021 | 2 | 6 | $3,272,949 | $172,436 | $28,739iApproximate average salary by contribution assumption: employee only about $718,483 at 4% or $478,989 at 6%; with 50% employer match about $478,989 at 4% or $319,326 at 6%; with 100% employer match about $359,242 at 4% or $239,494 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $2,759,908 | $172,436 | $28,739iApproximate average salary by contribution assumption: employee only about $718,483 at 4% or $478,989 at 6%; with 50% employer match about $478,989 at 4% or $319,326 at 6%; with 100% employer match about $359,242 at 4% or $239,494 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 0 | $513,041 | - | - |
| 2019 | 2 | 5 | $2,432,899 | $144,928 | $28,986iApproximate average salary by contribution assumption: employee only about $724,640 at 4% or $483,093 at 6%; with 50% employer match about $483,093 at 4% or $322,062 at 6%; with 100% employer match about $362,320 at 4% or $241,547 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 5 | $1,758,623 | $144,928 | $28,986iApproximate average salary by contribution assumption: employee only about $724,640 at 4% or $483,093 at 6%; with 50% employer match about $483,093 at 4% or $322,062 at 6%; with 100% employer match about $362,320 at 4% or $241,547 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 0 | $674,276 | - | - |
| 2016 | 2 | 6 | $4,412,265 | $120,610 | $20,102iApproximate average salary by contribution assumption: employee only about $502,542 at 4% or $335,028 at 6%; with 50% employer match about $335,028 at 4% or $223,352 at 6%; with 100% employer match about $251,271 at 4% or $167,514 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $3,480,656 | $120,610 | $20,102iApproximate average salary by contribution assumption: employee only about $502,542 at 4% or $335,028 at 6%; with 50% employer match about $335,028 at 4% or $223,352 at 6%; with 100% employer match about $251,271 at 4% or $167,514 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 1 | $931,609 | - | - |
| 2015 | 2 | 6 | $4,207,651 | $105,619 | $17,603iApproximate average salary by contribution assumption: employee only about $440,079 at 4% or $293,386 at 6%; with 50% employer match about $293,386 at 4% or $195,591 at 6%; with 100% employer match about $220,040 at 4% or $146,693 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $3,176,096 | $105,619 | $17,603iApproximate average salary by contribution assumption: employee only about $440,079 at 4% or $293,386 at 6%; with 50% employer match about $293,386 at 4% or $195,591 at 6%; with 100% employer match about $220,040 at 4% or $146,693 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 1 | $1,031,555 | - | - |
| 2014 | 2 | 5 | $4,204,988 | $87,886 | $17,577iApproximate average salary by contribution assumption: employee only about $439,430 at 4% or $292,953 at 6%; with 50% employer match about $292,953 at 4% or $195,302 at 6%; with 100% employer match about $219,715 at 4% or $146,477 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 5 | $3,078,846 | $87,886 | $17,577iApproximate average salary by contribution assumption: employee only about $439,430 at 4% or $292,953 at 6%; with 50% employer match about $292,953 at 4% or $195,302 at 6%; with 100% employer match about $219,715 at 4% or $146,477 at 6%. |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 1 | $1,126,142 | - | - |
| 2012 | 1 | 6 | $2,213,091 | $91,108 | $15,185iApproximate average salary by contribution assumption: employee only about $379,617 at 4% or $253,078 at 6%; with 50% employer match about $253,078 at 4% or $168,719 at 6%; with 100% employer match about $189,808 at 4% or $126,539 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $2,213,091 | $91,108 | $15,185iApproximate average salary by contribution assumption: employee only about $379,617 at 4% or $253,078 at 6%; with 50% employer match about $253,078 at 4% or $168,719 at 6%; with 100% employer match about $189,808 at 4% or $126,539 at 6%. |
| 2011 | 1 | 6 | $1,860,463 | $88,473 | $14,746iApproximate average salary by contribution assumption: employee only about $368,638 at 4% or $245,758 at 6%; with 50% employer match about $245,758 at 4% or $163,839 at 6%; with 100% employer match about $184,319 at 4% or $122,879 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $1,860,463 | $88,473 | $14,746iApproximate average salary by contribution assumption: employee only about $368,638 at 4% or $245,758 at 6%; with 50% employer match about $245,758 at 4% or $163,839 at 6%; with 100% employer match about $184,319 at 4% or $122,879 at 6%. |
| 2010 | 1 | 7 | $1,708,513 | $79,302 | $11,329iApproximate average salary by contribution assumption: employee only about $283,221 at 4% or $188,814 at 6%; with 50% employer match about $188,814 at 4% or $125,876 at 6%; with 100% employer match about $141,611 at 4% or $94,407 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 7 | $1,708,513 | $79,302 | $11,329iApproximate average salary by contribution assumption: employee only about $283,221 at 4% or $188,814 at 6%; with 50% employer match about $188,814 at 4% or $125,876 at 6%; with 100% employer match about $141,611 at 4% or $94,407 at 6%. |
| 2009 | 1 | 7 | $1,514,038 | $79,003 | $11,286iApproximate average salary by contribution assumption: employee only about $282,154 at 4% or $188,102 at 6%; with 50% employer match about $188,102 at 4% or $125,402 at 6%; with 100% employer match about $141,077 at 4% or $94,051 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 7 | $1,514,038 | $79,003 | $11,286iApproximate average salary by contribution assumption: employee only about $282,154 at 4% or $188,102 at 6%; with 50% employer match about $188,102 at 4% or $125,402 at 6%; with 100% employer match about $141,077 at 4% or $94,051 at 6%. |
| 2008 | 1 | 7 | $1,190,527 | $79,093 | $11,299iApproximate average salary by contribution assumption: employee only about $282,475 at 4% or $188,317 at 6%; with 50% employer match about $188,317 at 4% or $125,544 at 6%; with 100% employer match about $141,238 at 4% or $94,158 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 7 | $1,190,527 | $79,093 | $11,299iApproximate average salary by contribution assumption: employee only about $282,475 at 4% or $188,317 at 6%; with 50% employer match about $188,317 at 4% or $125,544 at 6%; with 100% employer match about $141,238 at 4% or $94,158 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 7 | - | - | - |
| 2006 | 1 | 6 | $1,477,596 | $50,629 | $8,438iApproximate average salary by contribution assumption: employee only about $210,954 at 4% or $140,636 at 6%; with 50% employer match about $140,636 at 4% or $93,757 at 6%; with 100% employer match about $105,477 at 4% or $70,318 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $1,477,596 | $50,629 | $8,438iApproximate average salary by contribution assumption: employee only about $210,954 at 4% or $140,636 at 6%; with 50% employer match about $140,636 at 4% or $93,757 at 6%; with 100% employer match about $105,477 at 4% or $70,318 at 6%. |
| 2005 | 1 | 6 | $1,184,598 | $49,971 | $8,329iApproximate average salary by contribution assumption: employee only about $208,213 at 4% or $138,808 at 6%; with 50% employer match about $138,808 at 4% or $92,539 at 6%; with 100% employer match about $104,106 at 4% or $69,404 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $1,184,598 | $49,971 | $8,329iApproximate average salary by contribution assumption: employee only about $208,213 at 4% or $138,808 at 6%; with 50% employer match about $138,808 at 4% or $92,539 at 6%; with 100% employer match about $104,106 at 4% or $69,404 at 6%. |
| 2004 | 1 | 7 | $1,113,283 | $57,971 | $8,282iApproximate average salary by contribution assumption: employee only about $207,039 at 4% or $138,026 at 6%; with 50% employer match about $138,026 at 4% or $92,017 at 6%; with 100% employer match about $103,520 at 4% or $69,013 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 7 | $1,113,283 | $57,971 | $8,282iApproximate average salary by contribution assumption: employee only about $207,039 at 4% or $138,026 at 6%; with 50% employer match about $138,026 at 4% or $92,017 at 6%; with 100% employer match about $103,520 at 4% or $69,013 at 6%. |
| 2003 | 1 | 6 | $1,000,037 | $55,023 | $9,171iApproximate average salary by contribution assumption: employee only about $229,263 at 4% or $152,842 at 6%; with 50% employer match about $152,842 at 4% or $101,894 at 6%; with 100% employer match about $114,631 at 4% or $76,421 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | $1,000,037 | $55,023 | $9,171iApproximate average salary by contribution assumption: employee only about $229,263 at 4% or $152,842 at 6%; with 50% employer match about $152,842 at 4% or $101,894 at 6%; with 100% employer match about $114,631 at 4% or $76,421 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 6 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 4 | - | - | - |
| 2000 | 1 | 7 | $1,083,746 | $43,874 | $6,268iApproximate average salary by contribution assumption: employee only about $156,693 at 4% or $104,462 at 6%; with 50% employer match about $104,462 at 4% or $69,641 at 6%; with 100% employer match about $78,346 at 4% or $52,231 at 6%. |
| Liebert & Liebert Profit Sharing Plan Liebert & Liebert CPA LLC | - | 7 | $1,083,746 | $43,874 | $6,268iApproximate average salary by contribution assumption: employee only about $156,693 at 4% or $104,462 at 6%; with 50% employer match about $104,462 at 4% or $69,641 at 6%; with 100% employer match about $78,346 at 4% or $52,231 at 6%. |
| 1999 | 1 | 0 | $1,486,290 | $0 | - |
| Liebert & Liebert Pension Plan Liebert & Liebert CPA LLC | - | 0 | $1,486,290 | - | - |