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JAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN
Plan identification number 001

JAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES LIEBERTHAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES LIEBERTHAL, P.C.
Employer identification number (EIN):470882336
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01JAMES LIEBERTHAL2021-02-10
0012019-01-01JAMES LIEBERTHAL2020-02-29
0012018-01-01JAMES LIEBERTHAL2019-03-25
0012017-01-01JAMES LIEBERTHAL2018-04-02
0012016-01-01JAMES LIEBERTHAL2017-06-05

Financial Data on JAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1410486
Net assets as of the end of the plan year2025-10-141464753
Total assets as of the beginning of the plan year2025-10-141186276
Value of plan covered by a fidelity bond2025-10-14100000
Participant contributions to plan in this plan year2025-10-1461000
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14173578
Plan net income in this plan year2025-10-14278477
Net assets as of the end of the plan year2025-10-141464753
Net assets as of the beginning of the plan year2025-10-141186276
Employer contributions to plan in this plan year2025-10-1454385
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1465
2024 : JAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-099310
Net assets as of the end of the plan year2024-08-091186276
Total assets as of the beginning of the plan year2024-08-09972142
Value of plan covered by a fidelity bond2024-08-09100000
Participant contributions to plan in this plan year2024-08-0960000
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-090
Other income to plan in this plan year2024-08-09110188
Plan net income in this plan year2024-08-09214134
Net assets as of the end of the plan year2024-08-091186276
Net assets as of the beginning of the plan year2024-08-09972142
Employer contributions to plan in this plan year2024-08-0953256
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-09115
2022 : JAMES LIEBERTHAL, P.C. 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-240
Total liabilities as of the end of the plan year2022-09-240
Total liabilities as of the beginning of the plan year2022-09-240
Total expenses incurred by plan in this plan year2022-09-2460
Net assets as of the end of the plan year2022-09-241054594
Total assets as of the beginning of the plan year2022-09-24834947
Value of plan covered by a fidelity bond2022-09-24100000
Participant contributions to plan in this plan year2022-09-2426000
Other expenses paid from plan in this plan year2022-09-240
Other contributions to plan in this plan year2022-09-240
Other income to plan in this plan year2022-09-24152313
Plan net income in this plan year2022-09-24219647
Net assets as of the end of the plan year2022-09-241054594
Net assets as of the beginning of the plan year2022-09-24834947
Employer contributions to plan in this plan year2022-09-2441394
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2460

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