Steven B. Lieberman DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Steven B. Lieberman
  • Sponsor EIN: 223405341
  • Sponsor Address: P.O. BOX 458, SOMERVILLE, NJ, 08876
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $3.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$3.5M$68,121$0
20232$3.0M$23,813$0
20222$2.7M$31,968$0

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