Civic Intelligence

Legacy Financial Organization Inc

Plan context: Legacy Financial Organization 401K Plan

EIN 22-3179922 • West Palm Beach, FL • 20 filings • 2 plans

2000 Palm Beach Lakes BlvdSuite 734West Palm Beach, FL 33409
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$12,812,023

2024 Contributions

$6,203,163

Historical Graphs

Total Assets Over Time

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

$12,812,023$6,406,012$0201520202024YearValue
$12,812,023Latest year 2024

Participants Over Time

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

840201520202024YearValue
8Latest 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
202428$12,812,023$6,203,163$775,395iApproximate average salary by contribution assumption: employee only about $19,384,884 at 4% or $12,923,256 at 6%; with 50% employer match about $12,923,256 at 4% or $8,615,504 at 6%; with 100% employer match about $9,692,442 at 4% or $6,461,628 at 6%.
Legacy Financial Organization 401K Plan-8$7,861,990$6,203,163$775,395iApproximate average salary by contribution assumption: employee only about $19,384,884 at 4% or $12,923,256 at 6%; with 50% employer match about $12,923,256 at 4% or $8,615,504 at 6%; with 100% employer match about $9,692,442 at 4% or $6,461,628 at 6%.
Legacy Financial Organization Defined Benefit Plan-3$4,950,033$0-
202327$9,641,584$143,000$20,429iApproximate average salary by contribution assumption: employee only about $510,714 at 4% or $340,476 at 6%; with 50% employer match about $340,476 at 4% or $226,984 at 6%; with 100% employer match about $255,357 at 4% or $170,238 at 6%.
Legacy Financial Organization Defined Benefit Plan-4$8,331,932$0-
Legacy Financial Organization 401K Plan-7$1,309,652$143,000$20,429iApproximate average salary by contribution assumption: employee only about $510,714 at 4% or $340,476 at 6%; with 50% employer match about $340,476 at 4% or $226,984 at 6%; with 100% employer match about $255,357 at 4% or $170,238 at 6%.
202227$6,823,061$157,117$22,445iApproximate average salary by contribution assumption: employee only about $561,132 at 4% or $374,088 at 6%; with 50% employer match about $374,088 at 4% or $249,392 at 6%; with 100% employer match about $280,566 at 4% or $187,044 at 6%.
Legacy Financial Organization Defined Benefit Plan-5$5,940,858$0-
Legacy Financial Organization 401K Plan-7$882,203$157,117$22,445iApproximate average salary by contribution assumption: employee only about $561,132 at 4% or $374,088 at 6%; with 50% employer match about $374,088 at 4% or $249,392 at 6%; with 100% employer match about $280,566 at 4% or $187,044 at 6%.
202127$9,148,450$140,323$20,046iApproximate average salary by contribution assumption: employee only about $501,154 at 4% or $334,102 at 6%; with 50% employer match about $334,102 at 4% or $222,735 at 6%; with 100% employer match about $250,577 at 4% or $167,051 at 6%.
Legacy Financial Organization Defined Benefit Plan-5$8,163,468$0-
Legacy Financial Organization 401K Plan-7$984,982$140,323$20,046iApproximate average salary by contribution assumption: employee only about $501,154 at 4% or $334,102 at 6%; with 50% employer match about $334,102 at 4% or $222,735 at 6%; with 100% employer match about $250,577 at 4% or $167,051 at 6%.
202027$7,262,587$547,789$78,256iApproximate average salary by contribution assumption: employee only about $1,956,389 at 4% or $1,304,260 at 6%; with 50% employer match about $1,304,260 at 4% or $869,506 at 6%; with 100% employer match about $978,195 at 4% or $652,130 at 6%.
Legacy Financial Organization Defined Benefit Plan-4$6,580,464$475,000$118,750iApproximate average salary by contribution assumption: employee only about $2,968,750 at 4% or $1,979,167 at 6%; with 50% employer match about $1,979,167 at 4% or $1,319,444 at 6%; with 100% employer match about $1,484,375 at 4% or $989,583 at 6%.
Legacy Financial Organization 401K Plan-7$682,123$72,789$10,398iApproximate average salary by contribution assumption: employee only about $259,961 at 4% or $173,307 at 6%; with 50% employer match about $173,307 at 4% or $115,538 at 6%; with 100% employer match about $129,980 at 4% or $86,654 at 6%.
201926$5,192,793$839,236$139,873iApproximate average salary by contribution assumption: employee only about $3,496,817 at 4% or $2,331,211 at 6%; with 50% employer match about $2,331,211 at 4% or $1,554,141 at 6%; with 100% employer match about $1,748,408 at 4% or $1,165,606 at 6%.
Legacy Financial Organization Defined Benefit Plan-4$4,745,022$780,000$195,000iApproximate average salary by contribution assumption: employee only about $4,875,000 at 4% or $3,250,000 at 6%; with 50% employer match about $3,250,000 at 4% or $2,166,667 at 6%; with 100% employer match about $2,437,500 at 4% or $1,625,000 at 6%.
Legacy Financial Organization 401K Plan-6$447,771$59,236$9,873iApproximate average salary by contribution assumption: employee only about $246,817 at 4% or $164,544 at 6%; with 50% employer match about $164,544 at 4% or $109,696 at 6%; with 100% employer match about $123,408 at 4% or $82,272 at 6%.
201825$3,704,106$668,750$133,750iApproximate average salary by contribution assumption: employee only about $3,343,750 at 4% or $2,229,167 at 6%; with 50% employer match about $2,229,167 at 4% or $1,486,111 at 6%; with 100% employer match about $1,671,875 at 4% or $1,114,583 at 6%.
Legacy Financial Organization Defined Benefit Plan-4$3,372,076$610,000$152,500iApproximate average salary by contribution assumption: employee only about $3,812,500 at 4% or $2,541,667 at 6%; with 50% employer match about $2,541,667 at 4% or $1,694,444 at 6%; with 100% employer match about $1,906,250 at 4% or $1,270,833 at 6%.
Legacy Financial Organization 401K Plan-5$332,030$58,750$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
201725$3,136,469$681,341$136,268iApproximate average salary by contribution assumption: employee only about $3,406,705 at 4% or $2,271,137 at 6%; with 50% employer match about $2,271,137 at 4% or $1,514,091 at 6%; with 100% employer match about $1,703,353 at 4% or $1,135,568 at 6%.
Legacy Financial Organization Defined Benefit Plan-2$2,863,464$600,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
Legacy Financial Organization 401K Plan-5$273,005$81,341$16,268iApproximate average salary by contribution assumption: employee only about $406,705 at 4% or $271,137 at 6%; with 50% employer match about $271,137 at 4% or $180,758 at 6%; with 100% employer match about $203,353 at 4% or $135,568 at 6%.
201625$2,259,088$584,349$116,870iApproximate average salary by contribution assumption: employee only about $2,921,745 at 4% or $1,947,830 at 6%; with 50% employer match about $1,947,830 at 4% or $1,298,553 at 6%; with 100% employer match about $1,460,873 at 4% or $973,915 at 6%.
Legacy Financial Organization Defined Benefit Plan-4$2,115,441$575,000$143,750iApproximate average salary by contribution assumption: employee only about $3,593,750 at 4% or $2,395,833 at 6%; with 50% employer match about $2,395,833 at 4% or $1,597,222 at 6%; with 100% employer match about $1,796,875 at 4% or $1,197,917 at 6%.
Legacy Financial Organization 401K Plan-5$143,647$9,349$1,870iApproximate average salary by contribution assumption: employee only about $46,745 at 4% or $31,163 at 6%; with 50% employer match about $31,163 at 4% or $20,776 at 6%; with 100% employer match about $23,373 at 4% or $15,582 at 6%.
201524$1,655,513$609,412$152,353iApproximate average salary by contribution assumption: employee only about $3,808,825 at 4% or $2,539,217 at 6%; with 50% employer match about $2,539,217 at 4% or $1,692,811 at 6%; with 100% employer match about $1,904,413 at 4% or $1,269,608 at 6%.
Legacy Financial Organization Defined Benefit Plan-2$1,518,896$550,000$275,000iApproximate average salary by contribution assumption: employee only about $6,875,000 at 4% or $4,583,333 at 6%; with 50% employer match about $4,583,333 at 4% or $3,055,556 at 6%; with 100% employer match about $3,437,500 at 4% or $2,291,667 at 6%.
Legacy Financial Organization 401K Plan-4$136,617$59,412$14,853iApproximate average salary by contribution assumption: employee only about $371,325 at 4% or $247,550 at 6%; with 50% employer match about $247,550 at 4% or $165,033 at 6%; with 100% employer match about $185,663 at 4% or $123,775 at 6%.