Civic Intelligence

Legacy Financial Advisors Inc.

Plan context: Legacy Financial Advisors Inc. 401(K) Plan

EIN 20-4972254 • Covington, KY • 26 filings • 5 plans

117 E 4th StreetCovington, KY 41011
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$7,332,237

2025 Contributions

$469,970

Historical Graphs

Total Assets Over Time

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

$7,332,237$3,666,119$0200620162025YearValue
$7,332,237Latest year 2025

Participants Over Time

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

24120200620162025YearValue
24Latest 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
2025124$7,332,237$469,970$19,582iApproximate average salary by contribution assumption: employee only about $489,552 at 4% or $326,368 at 6%; with 50% employer match about $326,368 at 4% or $217,579 at 6%; with 100% employer match about $244,776 at 4% or $163,184 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-24$7,332,237$469,970$19,582iApproximate average salary by contribution assumption: employee only about $489,552 at 4% or $326,368 at 6%; with 50% employer match about $326,368 at 4% or $217,579 at 6%; with 100% employer match about $244,776 at 4% or $163,184 at 6%.
2024223$5,959,159$841,338$36,580iApproximate average salary by contribution assumption: employee only about $914,498 at 4% or $609,665 at 6%; with 50% employer match about $609,665 at 4% or $406,443 at 6%; with 100% employer match about $457,249 at 4% or $304,833 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-23$5,875,305$489,617$21,288iApproximate average salary by contribution assumption: employee only about $532,192 at 4% or $354,795 at 6%; with 50% employer match about $354,795 at 4% or $236,530 at 6%; with 100% employer match about $266,096 at 4% or $177,397 at 6%.
LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN-20$83,854$351,721$17,586iApproximate average salary by contribution assumption: employee only about $439,651 at 4% or $293,101 at 6%; with 50% employer match about $293,101 at 4% or $195,401 at 6%; with 100% employer match about $219,826 at 4% or $146,550 at 6%.
2023220$5,880,880$681,292$34,065iApproximate average salary by contribution assumption: employee only about $851,615 at 4% or $567,743 at 6%; with 50% employer match about $567,743 at 4% or $378,496 at 6%; with 100% employer match about $425,808 at 4% or $283,872 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-20$5,801,490$419,792$20,990iApproximate average salary by contribution assumption: employee only about $524,740 at 4% or $349,827 at 6%; with 50% employer match about $349,827 at 4% or $233,218 at 6%; with 100% employer match about $262,370 at 4% or $174,913 at 6%.
LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN-18$79,390$261,500$14,528iApproximate average salary by contribution assumption: employee only about $363,194 at 4% or $242,130 at 6%; with 50% employer match about $242,130 at 4% or $161,420 at 6%; with 100% employer match about $181,597 at 4% or $121,065 at 6%.
2022220$4,581,765$666,808$33,340iApproximate average salary by contribution assumption: employee only about $833,510 at 4% or $555,673 at 6%; with 50% employer match about $555,673 at 4% or $370,449 at 6%; with 100% employer match about $416,755 at 4% or $277,837 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-20$4,514,221$412,617$20,631iApproximate average salary by contribution assumption: employee only about $515,771 at 4% or $343,848 at 6%; with 50% employer match about $343,848 at 4% or $229,232 at 6%; with 100% employer match about $257,886 at 4% or $171,924 at 6%.
LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN-19$67,544$254,191$13,378iApproximate average salary by contribution assumption: employee only about $334,462 at 4% or $222,975 at 6%; with 50% employer match about $222,975 at 4% or $148,650 at 6%; with 100% employer match about $167,231 at 4% or $111,487 at 6%.
2021218$5,050,116$588,037$32,669iApproximate average salary by contribution assumption: employee only about $816,718 at 4% or $544,479 at 6%; with 50% employer match about $544,479 at 4% or $362,986 at 6%; with 100% employer match about $408,359 at 4% or $272,239 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-18$4,995,172$376,038$20,891iApproximate average salary by contribution assumption: employee only about $522,275 at 4% or $348,183 at 6%; with 50% employer match about $348,183 at 4% or $232,122 at 6%; with 100% employer match about $261,138 at 4% or $174,092 at 6%.
LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN-17$54,944$211,999$12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,561 at 6%; with 100% employer match about $155,882 at 4% or $103,921 at 6%.
2020216$4,118,493$532,123$33,258iApproximate average salary by contribution assumption: employee only about $831,442 at 4% or $554,295 at 6%; with 50% employer match about $554,295 at 4% or $369,530 at 6%; with 100% employer match about $415,721 at 4% or $277,147 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-16$4,073,035$335,270$20,954iApproximate average salary by contribution assumption: employee only about $523,859 at 4% or $349,240 at 6%; with 50% employer match about $349,240 at 4% or $232,826 at 6%; with 100% employer match about $261,930 at 4% or $174,620 at 6%.
LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN-16$45,458$196,853$12,303iApproximate average salary by contribution assumption: employee only about $307,583 at 4% or $205,055 at 6%; with 50% employer match about $205,055 at 4% or $136,703 at 6%; with 100% employer match about $153,791 at 4% or $102,528 at 6%.
2019215$3,326,705$362,786$24,186iApproximate average salary by contribution assumption: employee only about $604,643 at 4% or $403,096 at 6%; with 50% employer match about $403,096 at 4% or $268,730 at 6%; with 100% employer match about $302,322 at 4% or $201,548 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-15$3,292,523$286,448$19,097iApproximate average salary by contribution assumption: employee only about $477,413 at 4% or $318,276 at 6%; with 50% employer match about $318,276 at 4% or $212,184 at 6%; with 100% employer match about $238,707 at 4% or $159,138 at 6%.
LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN-14$34,182$76,338$5,453iApproximate average salary by contribution assumption: employee only about $136,318 at 4% or $90,879 at 6%; with 50% employer match about $90,879 at 4% or $60,586 at 6%; with 100% employer match about $68,159 at 4% or $45,439 at 6%.
2018114$2,605,552$297,965$21,283iApproximate average salary by contribution assumption: employee only about $532,080 at 4% or $354,720 at 6%; with 50% employer match about $354,720 at 4% or $236,480 at 6%; with 100% employer match about $266,040 at 4% or $177,360 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-14$2,605,552$297,965$21,283iApproximate average salary by contribution assumption: employee only about $532,080 at 4% or $354,720 at 6%; with 50% employer match about $354,720 at 4% or $236,480 at 6%; with 100% employer match about $266,040 at 4% or $177,360 at 6%.
2017114$2,554,785$275,764$19,697iApproximate average salary by contribution assumption: employee only about $492,436 at 4% or $328,290 at 6%; with 50% employer match about $328,290 at 4% or $218,860 at 6%; with 100% employer match about $246,218 at 4% or $164,145 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-14$2,554,785$275,764$19,697iApproximate average salary by contribution assumption: employee only about $492,436 at 4% or $328,290 at 6%; with 50% employer match about $328,290 at 4% or $218,860 at 6%; with 100% employer match about $246,218 at 4% or $164,145 at 6%.
2016114$1,978,882$285,423$20,387iApproximate average salary by contribution assumption: employee only about $509,684 at 4% or $339,789 at 6%; with 50% employer match about $339,789 at 4% or $226,526 at 6%; with 100% employer match about $254,842 at 4% or $169,895 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-14$1,978,882$285,423$20,387iApproximate average salary by contribution assumption: employee only about $509,684 at 4% or $339,789 at 6%; with 50% employer match about $339,789 at 4% or $226,526 at 6%; with 100% employer match about $254,842 at 4% or $169,895 at 6%.
2015115$1,750,736$213,831$14,255iApproximate average salary by contribution assumption: employee only about $356,385 at 4% or $237,590 at 6%; with 50% employer match about $237,590 at 4% or $158,393 at 6%; with 100% employer match about $178,193 at 4% or $118,795 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-15$1,750,736$213,831$14,255iApproximate average salary by contribution assumption: employee only about $356,385 at 4% or $237,590 at 6%; with 50% employer match about $237,590 at 4% or $158,393 at 6%; with 100% employer match about $178,193 at 4% or $118,795 at 6%.
2014113$1,601,607$360,614$27,740iApproximate average salary by contribution assumption: employee only about $693,488 at 4% or $462,326 at 6%; with 50% employer match about $462,326 at 4% or $308,217 at 6%; with 100% employer match about $346,744 at 4% or $231,163 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-13$1,601,607$360,614$27,740iApproximate average salary by contribution assumption: employee only about $693,488 at 4% or $462,326 at 6%; with 50% employer match about $462,326 at 4% or $308,217 at 6%; with 100% employer match about $346,744 at 4% or $231,163 at 6%.
2013113$1,188,789$136,762$10,520iApproximate average salary by contribution assumption: employee only about $263,004 at 4% or $175,336 at 6%; with 50% employer match about $175,336 at 4% or $116,891 at 6%; with 100% employer match about $131,502 at 4% or $87,668 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-13$1,188,789$136,762$10,520iApproximate average salary by contribution assumption: employee only about $263,004 at 4% or $175,336 at 6%; with 50% employer match about $175,336 at 4% or $116,891 at 6%; with 100% employer match about $131,502 at 4% or $87,668 at 6%.
2012113$1,055,159$152,473$11,729iApproximate average salary by contribution assumption: employee only about $293,217 at 4% or $195,478 at 6%; with 50% employer match about $195,478 at 4% or $130,319 at 6%; with 100% employer match about $146,609 at 4% or $97,739 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-13$1,055,159$152,473$11,729iApproximate average salary by contribution assumption: employee only about $293,217 at 4% or $195,478 at 6%; with 50% employer match about $195,478 at 4% or $130,319 at 6%; with 100% employer match about $146,609 at 4% or $97,739 at 6%.
2011110$832,068$99,650$9,965iApproximate average salary by contribution assumption: employee only about $249,125 at 4% or $166,083 at 6%; with 50% employer match about $166,083 at 4% or $110,722 at 6%; with 100% employer match about $124,563 at 4% or $83,042 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-10$832,068$99,650$9,965iApproximate average salary by contribution assumption: employee only about $249,125 at 4% or $166,083 at 6%; with 50% employer match about $166,083 at 4% or $110,722 at 6%; with 100% employer match about $124,563 at 4% or $83,042 at 6%.
201018$829,638$89,592$11,199iApproximate average salary by contribution assumption: employee only about $279,975 at 4% or $186,650 at 6%; with 50% employer match about $186,650 at 4% or $124,433 at 6%; with 100% employer match about $139,988 at 4% or $93,325 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-8$829,638$89,592$11,199iApproximate average salary by contribution assumption: employee only about $279,975 at 4% or $186,650 at 6%; with 50% employer match about $186,650 at 4% or $124,433 at 6%; with 100% employer match about $139,988 at 4% or $93,325 at 6%.
200919$662,923$87,815$9,757iApproximate average salary by contribution assumption: employee only about $243,931 at 4% or $162,620 at 6%; with 50% employer match about $162,620 at 4% or $108,414 at 6%; with 100% employer match about $121,965 at 4% or $81,310 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-9$662,923$87,815$9,757iApproximate average salary by contribution assumption: employee only about $243,931 at 4% or $162,620 at 6%; with 50% employer match about $162,620 at 4% or $108,414 at 6%; with 100% employer match about $121,965 at 4% or $81,310 at 6%.
200819$0$0-
Legacy Financial Advisors Inc. 401(K) Plan-9---
2007111$561,376$305,477$27,771iApproximate average salary by contribution assumption: employee only about $694,266 at 4% or $462,844 at 6%; with 50% employer match about $462,844 at 4% or $308,563 at 6%; with 100% employer match about $347,133 at 4% or $231,422 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-11$561,376$305,477$27,771iApproximate average salary by contribution assumption: employee only about $694,266 at 4% or $462,844 at 6%; with 50% employer match about $462,844 at 4% or $308,563 at 6%; with 100% employer match about $347,133 at 4% or $231,422 at 6%.
2006110$245,755$25,356$2,536iApproximate average salary by contribution assumption: employee only about $63,390 at 4% or $42,260 at 6%; with 50% employer match about $42,260 at 4% or $28,173 at 6%; with 100% employer match about $31,695 at 4% or $21,130 at 6%.
Legacy Financial Advisors Inc. 401(K) Plan-10$245,755$25,356$2,536iApproximate average salary by contribution assumption: employee only about $63,390 at 4% or $42,260 at 6%; with 50% employer match about $42,260 at 4% or $28,173 at 6%; with 100% employer match about $31,695 at 4% or $21,130 at 6%.