Legacy Management Inc.
Plan context: Legacy Management Inc. 401(K) Profit Sharing Plan & Trust
EIN 20-0387550 • Lake Bluff, IL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$517,685
2025 Contributions
$177,343
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $517,685 | $177,343 | $22,168iApproximate average salary by contribution assumption: employee only about $554,197 at 4% or $369,465 at 6%; with 50% employer match about $369,465 at 4% or $246,310 at 6%; with 100% employer match about $277,098 at 4% or $184,732 at 6%. |
| Legacy Management Inc. 401(K) Profit Sharing Plan & Trust | - | 8 | $517,685 | $177,343 | $22,168iApproximate average salary by contribution assumption: employee only about $554,197 at 4% or $369,465 at 6%; with 50% employer match about $369,465 at 4% or $246,310 at 6%; with 100% employer match about $277,098 at 4% or $184,732 at 6%. |
| 2024 | 1 | 6 | $286,509 | $183,084 | $30,514iApproximate average salary by contribution assumption: employee only about $762,850 at 4% or $508,567 at 6%; with 50% employer match about $508,567 at 4% or $339,044 at 6%; with 100% employer match about $381,425 at 4% or $254,283 at 6%. |
| Legacy Management Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $286,509 | $183,084 | $30,514iApproximate average salary by contribution assumption: employee only about $762,850 at 4% or $508,567 at 6%; with 50% employer match about $508,567 at 4% or $339,044 at 6%; with 100% employer match about $381,425 at 4% or $254,283 at 6%. |
| 2023 | 1 | 5 | $93,285 | $93,211 | $18,642iApproximate average salary by contribution assumption: employee only about $466,055 at 4% or $310,703 at 6%; with 50% employer match about $310,703 at 4% or $207,136 at 6%; with 100% employer match about $233,028 at 4% or $155,352 at 6%. |
| Legacy Management Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $93,285 | $93,211 | $18,642iApproximate average salary by contribution assumption: employee only about $466,055 at 4% or $310,703 at 6%; with 50% employer match about $310,703 at 4% or $207,136 at 6%; with 100% employer match about $233,028 at 4% or $155,352 at 6%. |