The Legacy Group, LLC
Plan context: THE LEGACY GROUP, LLC 401(K) PROFIT SHARING PLAN
EIN 20-2090906 • Honolulu, HI • 12 filings • 4 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$230,929
2012 Contributions
$5,440
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| THE LEGACY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2011 | 1 | 1 | $230,929 | $0 | - |
| THE LEGACY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 1 | $230,929 | - | - |
| 2010 | 1 | 1 | $271,810 | $5,440 | $5,440iApproximate average salary by contribution assumption: employee only about $136,000 at 4% or $90,667 at 6%; with 50% employer match about $90,667 at 4% or $60,444 at 6%; with 100% employer match about $68,000 at 4% or $45,333 at 6%. |
| THE LEGACY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 1 | $271,810 | $5,440 | $5,440iApproximate average salary by contribution assumption: employee only about $136,000 at 4% or $90,667 at 6%; with 50% employer match about $90,667 at 4% or $60,444 at 6%; with 100% employer match about $68,000 at 4% or $45,333 at 6%. |
| 2009 | 2 | 5 | $274,416 | $10,761 | $2,152iApproximate average salary by contribution assumption: employee only about $53,805 at 4% or $35,870 at 6%; with 50% employer match about $35,870 at 4% or $23,913 at 6%; with 100% employer match about $26,902 at 4% or $17,935 at 6%. |
| THE LEGACY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $274,416 | $10,761 | $2,152iApproximate average salary by contribution assumption: employee only about $53,805 at 4% or $35,870 at 6%; with 50% employer match about $35,870 at 4% or $23,913 at 6%; with 100% employer match about $26,902 at 4% or $17,935 at 6%. |
| The Legacy Group LLC Flexible Benefits Plan | - | 4 | - | - | - |
| 2008 | 2 | 4 | $0 | $0 | - |
| THE LEGACY GROUP, LLC 401K PROFIT SHARING PLAN | - | 4 | - | - | - |
| The Legacy Group LLC Flexible Benefits Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| The Legacy Group LLC Flexible Benefits Plan | - | 4 | - | - | - |
| 2006 | 2 | 3 | $311,247 | $54,224 | $18,075iApproximate average salary by contribution assumption: employee only about $451,867 at 4% or $301,244 at 6%; with 50% employer match about $301,244 at 4% or $200,830 at 6%; with 100% employer match about $225,933 at 4% or $150,622 at 6%. |
| THE LEGACY GROUP, LLC 401K PROFIT SHARING PLAN | - | 2 | $311,247 | $54,224 | $27,112iApproximate average salary by contribution assumption: employee only about $677,800 at 4% or $451,867 at 6%; with 50% employer match about $451,867 at 4% or $301,244 at 6%; with 100% employer match about $338,900 at 4% or $225,933 at 6%. |
| The Legacy Group LLC Flexible Benefits Plan | - | 3 | - | - | - |
| 2005 | 2 | 3 | $252,338 | $237,646 | $79,215iApproximate average salary by contribution assumption: employee only about $1,980,383 at 4% or $1,320,256 at 6%; with 50% employer match about $1,320,256 at 4% or $880,170 at 6%; with 100% employer match about $990,192 at 4% or $660,128 at 6%. |
| THE LEGACY GROUP, LLC 401K PROFIT SHARING PLAN | - | 3 | $252,338 | $237,646 | $79,215iApproximate average salary by contribution assumption: employee only about $1,980,383 at 4% or $1,320,256 at 6%; with 50% employer match about $1,320,256 at 4% or $880,170 at 6%; with 100% employer match about $990,192 at 4% or $660,128 at 6%. |
| The Legacy Group LLC Flexible Benefits Plan | - | 2 | - | - | - |