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LIEBERMAN & ASSOCIATES INC. — LIEBERMAN & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250414133826NAL0000797971001
LIEBERMAN & ASSOCIATES INC.
Form 5500-SF
FILING_RECEIVED
LIEBERMAN & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIEBERMAN & ASSOCIATES INC.
.
Find decision makers
Plan sponsor
Name
LIEBERMAN & ASSOCIATES INC.
EIN
95-3881390
Address
28035 DOROTHY DRIVE · SUITE 100 · AGOURA HILLS, CA · 91301
Phone
(818) 991-3006
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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