Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFREY D. LIEBERMAN
EIN 26-0005741medical practiceLatest filing 2025
Plans
3
Retirement
2
$5.7M assets
Welfare
1
Participants
23
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFREY LIEBERMAN, MD, PC 401K PROFIT SHARING PLAN
401k
Assets$3.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JEFREY LIEBERMAN, MD, PC CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JEFREY D. LIEBERMAN GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFREY LIEBERMAN, MD, PC 401K PROFIT SHARING PLAN | 401k | $3.4M | 11 | 2024 | |
| 002 | JEFREY LIEBERMAN, MD, PC CASH BALANCE PLAN | CashBalance | $2.3M | 11 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEFREY D. LIEBERMAN GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans