Civic Intelligence

LEGACY HERITAGE FUND LIMITED

Plan context: LEGACY HERITAGE FUND LIMITED 401K PLAN

EIN 13-4077801 • 1 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$14,604

2004 Contributions

$20,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$14,604$7,302$02004YearValue
$14,604Latest year 2004

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1102004YearValue
1Latest year 2004

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200411$14,604$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
LEGACY HERITAGE FUND LIMITED 401K PLAN-1$14,604$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.