Civic Intelligence

Dennis Pascarella

Plan context: Financial Legacy Group 401 (K) Plan and Trust

EIN 16-1637367 • West Chester, OH • 5 filings • 2 plans

9100 Centre Pointe Dr.Suite 250West Chester, OH 45069
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$139,965

2009 Contributions

$32,959

Historical Graphs

Total Assets Over Time

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

$139,965$69,983$0200420052006YearValue
$139,965Latest year 2006

Participants Over Time

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

630200420062007YearValue
4Latest year 2007

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
200910$0$0-
Financial Legacy Group 401 (K) Plan and Trust-0---
200714$0$0-
Financial Legacy Group 401 (K) Plan and Trust-4---
200615$139,965$32,959$6,592iApproximate average salary by contribution assumption: employee only about $164,795 at 4% or $109,863 at 6%; with 50% employer match about $109,863 at 4% or $73,242 at 6%; with 100% employer match about $82,398 at 4% or $54,932 at 6%.
Financial Legacy Group 401 (K) Plan and Trust-5$139,965$32,959$6,592iApproximate average salary by contribution assumption: employee only about $164,795 at 4% or $109,863 at 6%; with 50% employer match about $109,863 at 4% or $73,242 at 6%; with 100% employer match about $82,398 at 4% or $54,932 at 6%.
200515$96,576$78,117$15,623iApproximate average salary by contribution assumption: employee only about $390,585 at 4% or $260,390 at 6%; with 50% employer match about $260,390 at 4% or $173,593 at 6%; with 100% employer match about $195,293 at 4% or $130,195 at 6%.
Financial Legacy Group 401 (K) Plan and Trust-5$96,576$78,117$15,623iApproximate average salary by contribution assumption: employee only about $390,585 at 4% or $260,390 at 6%; with 50% employer match about $260,390 at 4% or $173,593 at 6%; with 100% employer match about $195,293 at 4% or $130,195 at 6%.
200416$37,521$36,568$6,095iApproximate average salary by contribution assumption: employee only about $152,367 at 4% or $101,578 at 6%; with 50% employer match about $101,578 at 4% or $67,719 at 6%; with 100% employer match about $76,183 at 4% or $50,789 at 6%.
Financial Legacy Group 401 (K) Plan and Trust-6$37,521$36,568$6,095iApproximate average salary by contribution assumption: employee only about $152,367 at 4% or $101,578 at 6%; with 50% employer match about $101,578 at 4% or $67,719 at 6%; with 100% employer match about $76,183 at 4% or $50,789 at 6%.