Civic Intelligence

Legacy Planning Partners

Plan context: Legacy Planning Partners LLC. Employee Benefit Plan

EIN 20-3774139 • Plymouth Meeting, PA • 7 filings • 2 plans

600 W Germantown Pike Ste 261Plymouth Meeting, PA 19462
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$8,062

2025 Contributions

$736,370

Historical Graphs

Total Assets Over Time

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

$2,743,100$1,371,550$0202120232025YearValue
$8,062Latest year 2025

Participants Over Time

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

30150202120232024YearValue
22Latest 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
202510$8,062$0-
Legacy Planning Partners LLC. Employee Benefit Plan-0$8,062--
2024222$452,466$736,370$33,471iApproximate average salary by contribution assumption: employee only about $836,784 at 4% or $557,856 at 6%; with 50% employer match about $557,856 at 4% or $371,904 at 6%; with 100% employer match about $418,392 at 4% or $278,928 at 6%.
Legacy Planning Partners 401(K) Plan-14$412,944$454,110$32,436iApproximate average salary by contribution assumption: employee only about $810,911 at 4% or $540,607 at 6%; with 50% employer match about $540,607 at 4% or $360,405 at 6%; with 100% employer match about $405,455 at 4% or $270,304 at 6%.
Legacy Planning Partners LLC. Employee Benefit Plan-22$39,522$282,260$12,830iApproximate average salary by contribution assumption: employee only about $320,750 at 4% or $213,833 at 6%; with 50% employer match about $213,833 at 4% or $142,556 at 6%; with 100% employer match about $160,375 at 4% or $106,917 at 6%.
2023230$2,743,100$1,252,565$41,752iApproximate average salary by contribution assumption: employee only about $1,043,804 at 4% or $695,869 at 6%; with 50% employer match about $695,869 at 4% or $463,913 at 6%; with 100% employer match about $521,902 at 4% or $347,935 at 6%.
Legacy Planning Partners 401(K) Plan-30$2,723,842$1,017,907$33,930iApproximate average salary by contribution assumption: employee only about $848,256 at 4% or $565,504 at 6%; with 50% employer match about $565,504 at 4% or $377,003 at 6%; with 100% employer match about $424,128 at 4% or $282,752 at 6%.
Legacy Planning Partners LLC. Employee Benefit Plan-22$19,258$234,658$10,666iApproximate average salary by contribution assumption: employee only about $266,657 at 4% or $177,771 at 6%; with 50% employer match about $177,771 at 4% or $118,514 at 6%; with 100% employer match about $133,328 at 4% or $88,886 at 6%.
2022126$1,342,086$1,051,479$40,442iApproximate average salary by contribution assumption: employee only about $1,011,038 at 4% or $674,025 at 6%; with 50% employer match about $674,025 at 4% or $449,350 at 6%; with 100% employer match about $505,519 at 4% or $337,013 at 6%.
Legacy Planning Partners 401(K) Plan-26$1,342,086$1,051,479$40,442iApproximate average salary by contribution assumption: employee only about $1,011,038 at 4% or $674,025 at 6%; with 50% employer match about $674,025 at 4% or $449,350 at 6%; with 100% employer match about $505,519 at 4% or $337,013 at 6%.
2021120$492,715$462,917$23,146iApproximate average salary by contribution assumption: employee only about $578,646 at 4% or $385,764 at 6%; with 50% employer match about $385,764 at 4% or $257,176 at 6%; with 100% employer match about $289,323 at 4% or $192,882 at 6%.
Legacy Planning Partners 401(K) Plan-20$492,715$462,917$23,146iApproximate average salary by contribution assumption: employee only about $578,646 at 4% or $385,764 at 6%; with 50% employer match about $385,764 at 4% or $257,176 at 6%; with 100% employer match about $289,323 at 4% or $192,882 at 6%.