Legacy Financial Advisors Inc.
Plan context: Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan
EIN 20-2562285 • Westborough, MA • 13 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
7
2018 Assets
$332,068
2018 Contributions
$6,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 7 | $332,068 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 7 | $332,068 | $0 | - |
| 2016 | 1 | 7 | $283,368 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 7 | $283,368 | $0 | - |
| 2015 | 1 | 7 | $270,071 | $6,000 | $857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%. |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 7 | $270,071 | $6,000 | $857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%. |
| 2014 | 1 | 7 | $268,093 | $6,000 | $857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%. |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 7 | $268,093 | $6,000 | $857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%. |
| 2013 | 1 | 6 | $502,686 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 6 | $502,686 | $0 | - |
| 2012 | 1 | 6 | $488,000 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 6 | $488,000 | $0 | - |
| 2011 | 1 | 6 | $475,000 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 6 | $475,000 | $0 | - |
| 2010 | 1 | 6 | $500,000 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 6 | $500,000 | $0 | - |
| 2009 | 1 | 6 | $479,288 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 6 | $479,288 | $0 | - |
| 2008 | 1 | 6 | $443,785 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 6 | $443,785 | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $526,693 | $63,755 | $12,751iApproximate average salary by contribution assumption: employee only about $318,775 at 4% or $212,517 at 6%; with 50% employer match about $212,517 at 4% or $141,678 at 6%; with 100% employer match about $159,388 at 4% or $106,258 at 6%. |
| Legacy Financial Advisors Inc. 401(K) Profit Sharing Plan | - | 5 | $526,693 | $63,755 | $12,751iApproximate average salary by contribution assumption: employee only about $318,775 at 4% or $212,517 at 6%; with 50% employer match about $212,517 at 4% or $141,678 at 6%; with 100% employer match about $159,388 at 4% or $106,258 at 6%. |