Civic Intelligence

Legacy Capital LLC

Plan context: Legacy Capital Retirement Savings Plan

EIN 20-0898125 • Forest Lake, MN • 9 filings • 1 plans

255 SE Hwy 97, Unit 1AForest Lake, MN 55025
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,214,292

2024 Contributions

$169,226

Historical Graphs

Total Assets Over Time

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

$2,214,292$1,107,146$0201620202024YearValue
$2,214,292Latest year 2024

Participants Over Time

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

530201620202024YearValue
5Latest year 2024

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
202415$2,214,292$169,226$33,845iApproximate average salary by contribution assumption: employee only about $846,130 at 4% or $564,087 at 6%; with 50% employer match about $564,087 at 4% or $376,058 at 6%; with 100% employer match about $423,065 at 4% or $282,043 at 6%.
Legacy Capital Retirement Savings Plan-5$2,214,292$169,226$33,845iApproximate average salary by contribution assumption: employee only about $846,130 at 4% or $564,087 at 6%; with 50% employer match about $564,087 at 4% or $376,058 at 6%; with 100% employer match about $423,065 at 4% or $282,043 at 6%.
202315$1,836,223$168,156$33,631iApproximate average salary by contribution assumption: employee only about $840,780 at 4% or $560,520 at 6%; with 50% employer match about $560,520 at 4% or $373,680 at 6%; with 100% employer match about $420,390 at 4% or $280,260 at 6%.
Legacy Capital Retirement Savings Plan-5$1,836,223$168,156$33,631iApproximate average salary by contribution assumption: employee only about $840,780 at 4% or $560,520 at 6%; with 50% employer match about $560,520 at 4% or $373,680 at 6%; with 100% employer match about $420,390 at 4% or $280,260 at 6%.
202215$1,388,552$183,600$36,720iApproximate average salary by contribution assumption: employee only about $918,000 at 4% or $612,000 at 6%; with 50% employer match about $612,000 at 4% or $408,000 at 6%; with 100% employer match about $459,000 at 4% or $306,000 at 6%.
Legacy Capital Retirement Savings Plan-5$1,388,552$183,600$36,720iApproximate average salary by contribution assumption: employee only about $918,000 at 4% or $612,000 at 6%; with 50% employer match about $612,000 at 4% or $408,000 at 6%; with 100% employer match about $459,000 at 4% or $306,000 at 6%.
202114$1,468,838$161,370$40,343iApproximate average salary by contribution assumption: employee only about $1,008,563 at 4% or $672,375 at 6%; with 50% employer match about $672,375 at 4% or $448,250 at 6%; with 100% employer match about $504,281 at 4% or $336,188 at 6%.
Legacy Capital Retirement Savings Plan-4$1,468,838$161,370$40,343iApproximate average salary by contribution assumption: employee only about $1,008,563 at 4% or $672,375 at 6%; with 50% employer match about $672,375 at 4% or $448,250 at 6%; with 100% employer match about $504,281 at 4% or $336,188 at 6%.
202014$1,098,757$145,556$36,389iApproximate average salary by contribution assumption: employee only about $909,725 at 4% or $606,483 at 6%; with 50% employer match about $606,483 at 4% or $404,322 at 6%; with 100% employer match about $454,863 at 4% or $303,242 at 6%.
Legacy Capital Retirement Savings Plan-4$1,098,757$145,556$36,389iApproximate average salary by contribution assumption: employee only about $909,725 at 4% or $606,483 at 6%; with 50% employer match about $606,483 at 4% or $404,322 at 6%; with 100% employer match about $454,863 at 4% or $303,242 at 6%.
201914$786,441$128,638$32,160iApproximate average salary by contribution assumption: employee only about $803,988 at 4% or $535,992 at 6%; with 50% employer match about $535,992 at 4% or $357,328 at 6%; with 100% employer match about $401,994 at 4% or $267,996 at 6%.
Legacy Capital Retirement Savings Plan-4$786,441$128,638$32,160iApproximate average salary by contribution assumption: employee only about $803,988 at 4% or $535,992 at 6%; with 50% employer match about $535,992 at 4% or $357,328 at 6%; with 100% employer match about $401,994 at 4% or $267,996 at 6%.
201814$532,831$158,634$39,659iApproximate average salary by contribution assumption: employee only about $991,463 at 4% or $660,975 at 6%; with 50% employer match about $660,975 at 4% or $440,650 at 6%; with 100% employer match about $495,731 at 4% or $330,488 at 6%.
Legacy Capital Retirement Savings Plan-4$532,831$158,634$39,659iApproximate average salary by contribution assumption: employee only about $991,463 at 4% or $660,975 at 6%; with 50% employer match about $660,975 at 4% or $440,650 at 6%; with 100% employer match about $495,731 at 4% or $330,488 at 6%.
201713$396,687$99,576$33,192iApproximate average salary by contribution assumption: employee only about $829,800 at 4% or $553,200 at 6%; with 50% employer match about $553,200 at 4% or $368,800 at 6%; with 100% employer match about $414,900 at 4% or $276,600 at 6%.
Legacy Capital Retirement Savings Plan-3$396,687$99,576$33,192iApproximate average salary by contribution assumption: employee only about $829,800 at 4% or $553,200 at 6%; with 50% employer match about $553,200 at 4% or $368,800 at 6%; with 100% employer match about $414,900 at 4% or $276,600 at 6%.
201613$243,764$230,074$76,691iApproximate average salary by contribution assumption: employee only about $1,917,283 at 4% or $1,278,189 at 6%; with 50% employer match about $1,278,189 at 4% or $852,126 at 6%; with 100% employer match about $958,642 at 4% or $639,094 at 6%.
Legacy Capital Retirement Savings Plan-3$243,764$230,074$76,691iApproximate average salary by contribution assumption: employee only about $1,917,283 at 4% or $1,278,189 at 6%; with 50% employer match about $1,278,189 at 4% or $852,126 at 6%; with 100% employer match about $958,642 at 4% or $639,094 at 6%.