Civic Intelligence

Rosenberg Auto Investors LP

Plan context: Legacy Ford 401(K) Plan & Trust

EIN 20-3433878 • Rosenberg, TX • 32 filings • 5 plans

27225 SW FreewayRosenberg, TX 77471
Current Snapshot

Latest Year

2023

2023 Participants

46

2023 Assets

$2,357,087

2023 Contributions

$36,834

Historical Graphs

Total Assets Over Time

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

$2,555,784$1,277,892$0200620142022YearValue
$2,357,087Latest year 2022

Participants Over Time

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

67340200620142022YearValue
46Latest year 2022

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
202320$0$36,834-
Legacy Ford 401(K) Plan & Trust-0$0$36,834-
Legacy Auto Group Employee Benefit Plan Trust-0---
2022246$2,357,087$271,969$5,912iApproximate average salary by contribution assumption: employee only about $147,809 at 4% or $98,539 at 6%; with 50% employer match about $98,539 at 4% or $65,693 at 6%; with 100% employer match about $73,905 at 4% or $49,270 at 6%.
Legacy Ford 401(K) Plan & Trust-43$2,319,564$199,473$4,639iApproximate average salary by contribution assumption: employee only about $115,973 at 4% or $77,315 at 6%; with 50% employer match about $77,315 at 4% or $51,543 at 6%; with 100% employer match about $57,986 at 4% or $38,658 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-46$37,523$72,496$1,576iApproximate average salary by contribution assumption: employee only about $39,400 at 4% or $26,267 at 6%; with 50% employer match about $26,267 at 4% or $17,511 at 6%; with 100% employer match about $19,700 at 4% or $13,133 at 6%.
2021250$2,555,784$308,512$6,170iApproximate average salary by contribution assumption: employee only about $154,256 at 4% or $102,837 at 6%; with 50% employer match about $102,837 at 4% or $68,558 at 6%; with 100% employer match about $77,128 at 4% or $51,419 at 6%.
Legacy Ford 401(K) Plan & Trust-45$2,498,443$181,841$4,041iApproximate average salary by contribution assumption: employee only about $101,023 at 4% or $67,349 at 6%; with 50% employer match about $67,349 at 4% or $44,899 at 6%; with 100% employer match about $50,511 at 4% or $33,674 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-50$57,341$126,671$2,533iApproximate average salary by contribution assumption: employee only about $63,336 at 4% or $42,224 at 6%; with 50% employer match about $42,224 at 4% or $28,149 at 6%; with 100% employer match about $31,668 at 4% or $21,112 at 6%.
2020251$2,184,365$230,401$4,518iApproximate average salary by contribution assumption: employee only about $112,942 at 4% or $75,294 at 6%; with 50% employer match about $75,294 at 4% or $50,196 at 6%; with 100% employer match about $56,471 at 4% or $37,647 at 6%.
Legacy Ford 401(K) Plan & Trust-47$2,124,849$103,835$2,209iApproximate average salary by contribution assumption: employee only about $55,231 at 4% or $36,821 at 6%; with 50% employer match about $36,821 at 4% or $24,547 at 6%; with 100% employer match about $27,616 at 4% or $18,410 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-51$59,516$126,566$2,482iApproximate average salary by contribution assumption: employee only about $62,042 at 4% or $41,361 at 6%; with 50% employer match about $41,361 at 4% or $27,574 at 6%; with 100% employer match about $31,021 at 4% or $20,681 at 6%.
2019253$2,115,763$227,474$4,292iApproximate average salary by contribution assumption: employee only about $107,299 at 4% or $71,533 at 6%; with 50% employer match about $71,533 at 4% or $47,688 at 6%; with 100% employer match about $53,650 at 4% or $35,766 at 6%.
Legacy Ford 401(K) Plan & Trust-53$2,067,760$102,883$1,941iApproximate average salary by contribution assumption: employee only about $48,530 at 4% or $32,353 at 6%; with 50% employer match about $32,353 at 4% or $21,569 at 6%; with 100% employer match about $24,265 at 4% or $16,177 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-50$48,003$124,591$2,492iApproximate average salary by contribution assumption: employee only about $62,296 at 4% or $41,530 at 6%; with 50% employer match about $41,530 at 4% or $27,687 at 6%; with 100% employer match about $31,148 at 4% or $20,765 at 6%.
2018256$1,815,206$230,050$4,108iApproximate average salary by contribution assumption: employee only about $102,701 at 4% or $68,467 at 6%; with 50% employer match about $68,467 at 4% or $45,645 at 6%; with 100% employer match about $51,350 at 4% or $34,234 at 6%.
Legacy Ford 401(K) Plan & Trust-43$1,774,554$106,290$2,472iApproximate average salary by contribution assumption: employee only about $61,797 at 4% or $41,198 at 6%; with 50% employer match about $41,198 at 4% or $27,465 at 6%; with 100% employer match about $30,898 at 4% or $20,599 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-56$40,652$123,760$2,210iApproximate average salary by contribution assumption: employee only about $55,250 at 4% or $36,833 at 6%; with 50% employer match about $36,833 at 4% or $24,556 at 6%; with 100% employer match about $27,625 at 4% or $18,417 at 6%.
2017258$2,018,880$221,352$3,816iApproximate average salary by contribution assumption: employee only about $95,410 at 4% or $63,607 at 6%; with 50% employer match about $63,607 at 4% or $42,405 at 6%; with 100% employer match about $47,705 at 4% or $31,803 at 6%.
Legacy Ford 401(K) Plan & Trust-44$1,976,140$95,516$2,171iApproximate average salary by contribution assumption: employee only about $54,270 at 4% or $36,180 at 6%; with 50% employer match about $36,180 at 4% or $24,120 at 6%; with 100% employer match about $27,135 at 4% or $18,090 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-58$42,740$125,836$2,170iApproximate average salary by contribution assumption: employee only about $54,240 at 4% or $36,160 at 6%; with 50% employer match about $36,160 at 4% or $24,107 at 6%; with 100% employer match about $27,120 at 4% or $18,080 at 6%.
2016257$1,753,035$221,418$3,885iApproximate average salary by contribution assumption: employee only about $97,113 at 4% or $64,742 at 6%; with 50% employer match about $64,742 at 4% or $43,161 at 6%; with 100% employer match about $48,557 at 4% or $32,371 at 6%.
Legacy Ford 401(K) Plan & Trust-41$1,713,885$96,369$2,350iApproximate average salary by contribution assumption: employee only about $58,762 at 4% or $39,174 at 6%; with 50% employer match about $39,174 at 4% or $26,116 at 6%; with 100% employer match about $29,381 at 4% or $19,587 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-57$39,150$125,049$2,194iApproximate average salary by contribution assumption: employee only about $54,846 at 4% or $36,564 at 6%; with 50% employer match about $36,564 at 4% or $24,376 at 6%; with 100% employer match about $27,423 at 4% or $18,282 at 6%.
2015250$1,653,872$289,592$5,792iApproximate average salary by contribution assumption: employee only about $144,796 at 4% or $96,531 at 6%; with 50% employer match about $96,531 at 4% or $64,354 at 6%; with 100% employer match about $72,398 at 4% or $48,265 at 6%.
Legacy Ford 401(K) Plan & Trust-45$1,626,714$142,194$3,160iApproximate average salary by contribution assumption: employee only about $78,997 at 4% or $52,664 at 6%; with 50% employer match about $52,664 at 4% or $35,110 at 6%; with 100% employer match about $39,498 at 4% or $26,332 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-50$27,158$147,398$2,948iApproximate average salary by contribution assumption: employee only about $73,699 at 4% or $49,133 at 6%; with 50% employer match about $49,133 at 4% or $32,755 at 6%; with 100% employer match about $36,850 at 4% or $24,566 at 6%.
2014257$1,571,452$336,777$5,908iApproximate average salary by contribution assumption: employee only about $147,709 at 4% or $98,473 at 6%; with 50% employer match about $98,473 at 4% or $65,649 at 6%; with 100% employer match about $73,855 at 4% or $49,236 at 6%.
Legacy Ford 401(K) Plan & Trust-51$1,571,452$174,362$3,419iApproximate average salary by contribution assumption: employee only about $85,472 at 4% or $56,981 at 6%; with 50% employer match about $56,981 at 4% or $37,987 at 6%; with 100% employer match about $42,736 at 4% or $28,491 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-57-$162,415$2,849iApproximate average salary by contribution assumption: employee only about $71,235 at 4% or $47,490 at 6%; with 50% employer match about $47,490 at 4% or $31,660 at 6%; with 100% employer match about $35,617 at 4% or $23,745 at 6%.
2013267$1,474,855$394,750$5,892iApproximate average salary by contribution assumption: employee only about $147,295 at 4% or $98,197 at 6%; with 50% employer match about $98,197 at 4% or $65,464 at 6%; with 100% employer match about $73,647 at 4% or $49,098 at 6%.
Legacy Ford 401(K) Plan & Trust-63$1,474,855$217,723$3,456iApproximate average salary by contribution assumption: employee only about $86,398 at 4% or $57,599 at 6%; with 50% employer match about $57,599 at 4% or $38,399 at 6%; with 100% employer match about $43,199 at 4% or $28,799 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-67-$177,027$2,642iApproximate average salary by contribution assumption: employee only about $66,055 at 4% or $44,037 at 6%; with 50% employer match about $44,037 at 4% or $29,358 at 6%; with 100% employer match about $33,027 at 4% or $22,018 at 6%.
2012264$1,135,936$293,725$4,589iApproximate average salary by contribution assumption: employee only about $114,736 at 4% or $76,491 at 6%; with 50% employer match about $76,491 at 4% or $50,994 at 6%; with 100% employer match about $57,368 at 4% or $38,245 at 6%.
Legacy Ford 401(K) Plan & Trust-64$1,135,936$148,139$2,315iApproximate average salary by contribution assumption: employee only about $57,867 at 4% or $38,578 at 6%; with 50% employer match about $38,578 at 4% or $25,719 at 6%; with 100% employer match about $28,933 at 4% or $19,289 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-59-$145,586$2,468iApproximate average salary by contribution assumption: employee only about $61,689 at 4% or $41,126 at 6%; with 50% employer match about $41,126 at 4% or $27,417 at 6%; with 100% employer match about $30,844 at 4% or $20,563 at 6%.
2011259$898,422$232,995$3,949iApproximate average salary by contribution assumption: employee only about $98,727 at 4% or $65,818 at 6%; with 50% employer match about $65,818 at 4% or $43,879 at 6%; with 100% employer match about $49,363 at 4% or $32,909 at 6%.
Legacy Ford 401(K) Plan & Trust-59$898,422$115,632$1,960iApproximate average salary by contribution assumption: employee only about $48,997 at 4% or $32,664 at 6%; with 50% employer match about $32,664 at 4% or $21,776 at 6%; with 100% employer match about $24,498 at 4% or $16,332 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-49-$117,363$2,395iApproximate average salary by contribution assumption: employee only about $59,879 at 4% or $39,919 at 6%; with 50% employer match about $39,919 at 4% or $26,613 at 6%; with 100% employer match about $29,940 at 4% or $19,960 at 6%.
2010262$798,147$231,760$3,738iApproximate average salary by contribution assumption: employee only about $93,452 at 4% or $62,301 at 6%; with 50% employer match about $62,301 at 4% or $41,534 at 6%; with 100% employer match about $46,726 at 4% or $31,151 at 6%.
Legacy Ford 401(K) Plan & Trust-54$798,147$106,712$1,976iApproximate average salary by contribution assumption: employee only about $49,404 at 4% or $32,936 at 6%; with 50% employer match about $32,936 at 4% or $21,957 at 6%; with 100% employer match about $24,702 at 4% or $16,468 at 6%.
Legacy Auto Group Employee Benefit Plan Trust-62-$125,048$2,017iApproximate average salary by contribution assumption: employee only about $50,423 at 4% or $33,615 at 6%; with 50% employer match about $33,615 at 4% or $22,410 at 6%; with 100% employer match about $25,211 at 4% or $16,808 at 6%.
2009155$653,820$118,102$2,147iApproximate average salary by contribution assumption: employee only about $53,683 at 4% or $35,788 at 6%; with 50% employer match about $35,788 at 4% or $23,859 at 6%; with 100% employer match about $26,841 at 4% or $17,894 at 6%.
Legacy Ford 401(K) Plan & Trust-55$653,820$118,102$2,147iApproximate average salary by contribution assumption: employee only about $53,683 at 4% or $35,788 at 6%; with 50% employer match about $35,788 at 4% or $23,859 at 6%; with 100% employer match about $26,841 at 4% or $17,894 at 6%.
2008139$586,374$112,814$2,893iApproximate average salary by contribution assumption: employee only about $72,317 at 4% or $48,211 at 6%; with 50% employer match about $48,211 at 4% or $32,141 at 6%; with 100% employer match about $36,158 at 4% or $24,106 at 6%.
Legacy Ford 401(K) Plan & Trust-39$586,374$112,814$2,893iApproximate average salary by contribution assumption: employee only about $72,317 at 4% or $48,211 at 6%; with 50% employer match about $48,211 at 4% or $32,141 at 6%; with 100% employer match about $36,158 at 4% or $24,106 at 6%.
2007142$731,150$89,545$2,132iApproximate average salary by contribution assumption: employee only about $53,301 at 4% or $35,534 at 6%; with 50% employer match about $35,534 at 4% or $23,689 at 6%; with 100% employer match about $26,650 at 4% or $17,767 at 6%.
Legacy Ford 401(K) Plan & Trust-42$731,150$89,545$2,132iApproximate average salary by contribution assumption: employee only about $53,301 at 4% or $35,534 at 6%; with 50% employer match about $35,534 at 4% or $23,689 at 6%; with 100% employer match about $26,650 at 4% or $17,767 at 6%.
2006135$774,352$327,021$9,343iApproximate average salary by contribution assumption: employee only about $233,586 at 4% or $155,724 at 6%; with 50% employer match about $155,724 at 4% or $103,816 at 6%; with 100% employer match about $116,793 at 4% or $77,862 at 6%.
Legacy Ford 401(K) Plan & Trust-35$774,352$327,021$9,343iApproximate average salary by contribution assumption: employee only about $233,586 at 4% or $155,724 at 6%; with 50% employer match about $155,724 at 4% or $103,816 at 6%; with 100% employer match about $116,793 at 4% or $77,862 at 6%.