National Financial Legacy Group
Plan context: National Financial Legacy Group 401(K) Plan and Trust
EIN 13-4252616 • Lutherville, MD • 7 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$132,241
2010 Contributions
$13,153
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| National Financial Legacy Group 401(K) Plan and Trust | - | 0 | - | - | - |
| 2009 | 1 | 3 | $132,241 | $13,153 | $4,384iApproximate average salary by contribution assumption: employee only about $109,608 at 4% or $73,072 at 6%; with 50% employer match about $73,072 at 4% or $48,715 at 6%; with 100% employer match about $54,804 at 4% or $36,536 at 6%. |
| National Financial Legacy Group 401(K) Plan and Trust | - | 3 | $132,241 | $13,153 | $4,384iApproximate average salary by contribution assumption: employee only about $109,608 at 4% or $73,072 at 6%; with 50% employer match about $73,072 at 4% or $48,715 at 6%; with 100% employer match about $54,804 at 4% or $36,536 at 6%. |
| 2008 | 1 | 6 | $98,127 | $28,692 | $4,782iApproximate average salary by contribution assumption: employee only about $119,550 at 4% or $79,700 at 6%; with 50% employer match about $79,700 at 4% or $53,133 at 6%; with 100% employer match about $59,775 at 4% or $39,850 at 6%. |
| National Financial Legacy Group 401(K) Plan and Trust | - | 6 | $98,127 | $28,692 | $4,782iApproximate average salary by contribution assumption: employee only about $119,550 at 4% or $79,700 at 6%; with 50% employer match about $79,700 at 4% or $53,133 at 6%; with 100% employer match about $59,775 at 4% or $39,850 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| National Financial Legacy Group 401(K) Plan and Trust | - | 5 | - | - | - |
| 2006 | 1 | 4 | $77,090 | $29,759 | $7,440iApproximate average salary by contribution assumption: employee only about $185,994 at 4% or $123,996 at 6%; with 50% employer match about $123,996 at 4% or $82,664 at 6%; with 100% employer match about $92,997 at 4% or $61,998 at 6%. |
| National Financial Legacy Group 401(K) Plan and Trust | - | 4 | $77,090 | $29,759 | $7,440iApproximate average salary by contribution assumption: employee only about $185,994 at 4% or $123,996 at 6%; with 50% employer match about $123,996 at 4% or $82,664 at 6%; with 100% employer match about $92,997 at 4% or $61,998 at 6%. |
| 2005 | 1 | 2 | $43,964 | $19,657 | $9,829iApproximate average salary by contribution assumption: employee only about $245,713 at 4% or $163,808 at 6%; with 50% employer match about $163,808 at 4% or $109,206 at 6%; with 100% employer match about $122,856 at 4% or $81,904 at 6%. |
| National Financial Legacy Group 401(K) Plan and Trust | - | 2 | $43,964 | $19,657 | $9,829iApproximate average salary by contribution assumption: employee only about $245,713 at 4% or $163,808 at 6%; with 50% employer match about $163,808 at 4% or $109,206 at 6%; with 100% employer match about $122,856 at 4% or $81,904 at 6%. |
| 2004 | 1 | 2 | $22,204 | $20,862 | $10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%. |
| National Financial Legacy Group 401(K) Plan and Trust | - | 2 | $22,204 | $20,862 | $10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%. |