How big is James Lieberthal, P.C.'s plan?

James Lieberthal, P.C.'s plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20251014053600NAL0002260241001

James Lieberthal, P.C.

Name: James Lieberthal, P.C. — James Lieberthal, P.C., Form 5500 (2024)
Creator: James Lieberthal, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Lieberthal, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · James Lieberthal, P.C.'s James Lieberthal, P.C. 401(k) Profit Sharing Plan held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

James Lieberthal, P.C.'s EIN is 47-0882336.

EIN 47-0882336

Plan number 001

Plan year 2024

ACK ID 20251014053600NAL0002260241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Lieberthal, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Lieberthal, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES LIEBERTHAL, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score