Civic Intelligence

Legacy Wealth Planning LLC

Plan context: Legacy Wealth Planning 401K Plan and Trust

EIN 20-4458937 • Reno, NV • 20 filings • 2 plans

10599 Double R BoulevardReno, NV 89521
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$5,273,284

2025 Contributions

$230,010

Historical Graphs

Total Assets Over Time

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

$5,273,284$2,636,642$0200620172025YearValue
$5,273,284Latest year 2025

Participants Over Time

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

1160200620162025YearValue
6Latest year 2025

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
202516$5,273,284$230,010$38,335iApproximate average salary by contribution assumption: employee only about $958,375 at 4% or $638,917 at 6%; with 50% employer match about $638,917 at 4% or $425,944 at 6%; with 100% employer match about $479,188 at 4% or $319,458 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$5,273,284$230,010$38,335iApproximate average salary by contribution assumption: employee only about $958,375 at 4% or $638,917 at 6%; with 50% employer match about $638,917 at 4% or $425,944 at 6%; with 100% employer match about $479,188 at 4% or $319,458 at 6%.
202416$4,011,293$209,949$34,992iApproximate average salary by contribution assumption: employee only about $874,788 at 4% or $583,192 at 6%; with 50% employer match about $583,192 at 4% or $388,794 at 6%; with 100% employer match about $437,394 at 4% or $291,596 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$4,011,293$209,949$34,992iApproximate average salary by contribution assumption: employee only about $874,788 at 4% or $583,192 at 6%; with 50% employer match about $583,192 at 4% or $388,794 at 6%; with 100% employer match about $437,394 at 4% or $291,596 at 6%.
202316$2,927,671$190,025$31,671iApproximate average salary by contribution assumption: employee only about $791,771 at 4% or $527,847 at 6%; with 50% employer match about $527,847 at 4% or $351,898 at 6%; with 100% employer match about $395,885 at 4% or $263,924 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$2,927,671$190,025$31,671iApproximate average salary by contribution assumption: employee only about $791,771 at 4% or $527,847 at 6%; with 50% employer match about $527,847 at 4% or $351,898 at 6%; with 100% employer match about $395,885 at 4% or $263,924 at 6%.
202216$2,143,360$150,966$25,161iApproximate average salary by contribution assumption: employee only about $629,025 at 4% or $419,350 at 6%; with 50% employer match about $419,350 at 4% or $279,567 at 6%; with 100% employer match about $314,513 at 4% or $209,675 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$2,143,360$150,966$25,161iApproximate average salary by contribution assumption: employee only about $629,025 at 4% or $419,350 at 6%; with 50% employer match about $419,350 at 4% or $279,567 at 6%; with 100% employer match about $314,513 at 4% or $209,675 at 6%.
202116$2,559,071$163,260$27,210iApproximate average salary by contribution assumption: employee only about $680,250 at 4% or $453,500 at 6%; with 50% employer match about $453,500 at 4% or $302,333 at 6%; with 100% employer match about $340,125 at 4% or $226,750 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$2,559,071$163,260$27,210iApproximate average salary by contribution assumption: employee only about $680,250 at 4% or $453,500 at 6%; with 50% employer match about $453,500 at 4% or $302,333 at 6%; with 100% employer match about $340,125 at 4% or $226,750 at 6%.
202016$2,006,382$220,750$36,792iApproximate average salary by contribution assumption: employee only about $919,792 at 4% or $613,194 at 6%; with 50% employer match about $613,194 at 4% or $408,796 at 6%; with 100% employer match about $459,896 at 4% or $306,597 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$2,006,382$220,750$36,792iApproximate average salary by contribution assumption: employee only about $919,792 at 4% or $613,194 at 6%; with 50% employer match about $613,194 at 4% or $408,796 at 6%; with 100% employer match about $459,896 at 4% or $306,597 at 6%.
201916$1,474,102$126,211$21,035iApproximate average salary by contribution assumption: employee only about $525,879 at 4% or $350,586 at 6%; with 50% employer match about $350,586 at 4% or $233,724 at 6%; with 100% employer match about $262,940 at 4% or $175,293 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$1,474,102$126,211$21,035iApproximate average salary by contribution assumption: employee only about $525,879 at 4% or $350,586 at 6%; with 50% employer match about $350,586 at 4% or $233,724 at 6%; with 100% employer match about $262,940 at 4% or $175,293 at 6%.
201816$1,095,616$113,470$18,912iApproximate average salary by contribution assumption: employee only about $472,792 at 4% or $315,194 at 6%; with 50% employer match about $315,194 at 4% or $210,130 at 6%; with 100% employer match about $236,396 at 4% or $157,597 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$1,095,616$113,470$18,912iApproximate average salary by contribution assumption: employee only about $472,792 at 4% or $315,194 at 6%; with 50% employer match about $315,194 at 4% or $210,130 at 6%; with 100% employer match about $236,396 at 4% or $157,597 at 6%.
201716$1,146,307$101,085$16,848iApproximate average salary by contribution assumption: employee only about $421,188 at 4% or $280,792 at 6%; with 50% employer match about $280,792 at 4% or $187,194 at 6%; with 100% employer match about $210,594 at 4% or $140,396 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$1,146,307$101,085$16,848iApproximate average salary by contribution assumption: employee only about $421,188 at 4% or $280,792 at 6%; with 50% employer match about $280,792 at 4% or $187,194 at 6%; with 100% employer match about $210,594 at 4% or $140,396 at 6%.
201618$1,050,270$97,203$12,150iApproximate average salary by contribution assumption: employee only about $303,759 at 4% or $202,506 at 6%; with 50% employer match about $202,506 at 4% or $135,004 at 6%; with 100% employer match about $151,880 at 4% or $101,253 at 6%.
Legacy Wealth Planning 401K Plan and Trust-8$1,050,270$97,203$12,150iApproximate average salary by contribution assumption: employee only about $303,759 at 4% or $202,506 at 6%; with 50% employer match about $202,506 at 4% or $135,004 at 6%; with 100% employer match about $151,880 at 4% or $101,253 at 6%.
201518$900,643$110,622$13,828iApproximate average salary by contribution assumption: employee only about $345,694 at 4% or $230,463 at 6%; with 50% employer match about $230,463 at 4% or $153,642 at 6%; with 100% employer match about $172,847 at 4% or $115,231 at 6%.
Legacy Wealth Planning 401K Plan and Trust-8$900,643$110,622$13,828iApproximate average salary by contribution assumption: employee only about $345,694 at 4% or $230,463 at 6%; with 50% employer match about $230,463 at 4% or $153,642 at 6%; with 100% employer match about $172,847 at 4% or $115,231 at 6%.
2014110$1,689,495$144,832$14,483iApproximate average salary by contribution assumption: employee only about $362,080 at 4% or $241,387 at 6%; with 50% employer match about $241,387 at 4% or $160,924 at 6%; with 100% employer match about $181,040 at 4% or $120,693 at 6%.
Legacy Wealth Planning 401K Plan and Trust-10$1,689,495$144,832$14,483iApproximate average salary by contribution assumption: employee only about $362,080 at 4% or $241,387 at 6%; with 50% employer match about $241,387 at 4% or $160,924 at 6%; with 100% employer match about $181,040 at 4% or $120,693 at 6%.
2013111$1,528,587$136,867$12,442iApproximate average salary by contribution assumption: employee only about $311,061 at 4% or $207,374 at 6%; with 50% employer match about $207,374 at 4% or $138,249 at 6%; with 100% employer match about $155,531 at 4% or $103,687 at 6%.
Legacy Wealth Planning 401K Plan and Trust-11$1,528,587$136,867$12,442iApproximate average salary by contribution assumption: employee only about $311,061 at 4% or $207,374 at 6%; with 50% employer match about $207,374 at 4% or $138,249 at 6%; with 100% employer match about $155,531 at 4% or $103,687 at 6%.
201216$480,187$59,963$9,994iApproximate average salary by contribution assumption: employee only about $249,846 at 4% or $166,564 at 6%; with 50% employer match about $166,564 at 4% or $111,043 at 6%; with 100% employer match about $124,923 at 4% or $83,282 at 6%.
Legacy Wealth Planning 401K Plan and Trust-6$480,187$59,963$9,994iApproximate average salary by contribution assumption: employee only about $249,846 at 4% or $166,564 at 6%; with 50% employer match about $166,564 at 4% or $111,043 at 6%; with 100% employer match about $124,923 at 4% or $83,282 at 6%.
201115$328,135$55,500$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
Legacy Wealth Planning 401K Plan and Trust-5$328,135$55,500$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
201014$296,608$27,199$6,800iApproximate average salary by contribution assumption: employee only about $169,994 at 4% or $113,329 at 6%; with 50% employer match about $113,329 at 4% or $75,553 at 6%; with 100% employer match about $84,997 at 4% or $56,665 at 6%.
Legacy Wealth Planning 401K Plan and Trust-4$296,608$27,199$6,800iApproximate average salary by contribution assumption: employee only about $169,994 at 4% or $113,329 at 6%; with 50% employer match about $113,329 at 4% or $75,553 at 6%; with 100% employer match about $84,997 at 4% or $56,665 at 6%.
200914$233,347$47,404$11,851iApproximate average salary by contribution assumption: employee only about $296,275 at 4% or $197,517 at 6%; with 50% employer match about $197,517 at 4% or $131,678 at 6%; with 100% employer match about $148,138 at 4% or $98,758 at 6%.
Legacy Wealth Planning 401K Plan and Trust-4$233,347$47,404$11,851iApproximate average salary by contribution assumption: employee only about $296,275 at 4% or $197,517 at 6%; with 50% employer match about $197,517 at 4% or $131,678 at 6%; with 100% employer match about $148,138 at 4% or $98,758 at 6%.
200814$0$0-
Legacy Wealth Planning 401K Plan and Trust-4---
200715$0$0-
Legacy Wealth Planning 401K Plan and Trust-5---
200614$212,515$206,417$51,604iApproximate average salary by contribution assumption: employee only about $1,290,106 at 4% or $860,071 at 6%; with 50% employer match about $860,071 at 4% or $573,381 at 6%; with 100% employer match about $645,053 at 4% or $430,035 at 6%.
Legacy Wealth Planning 401K Plan and Trust-4$212,515$206,417$51,604iApproximate average salary by contribution assumption: employee only about $1,290,106 at 4% or $860,071 at 6%; with 50% employer match about $860,071 at 4% or $573,381 at 6%; with 100% employer match about $645,053 at 4% or $430,035 at 6%.