Civic Intelligence

The Capital Legacy LLC

Plan context: The Capital Legacy LLC 401(K) Profit Sharing Plan

EIN 22-3823622 • Kendall Park, NJ • 24 filings • 2 plans

28 Hardwick DrKendall Park, NJ 08824
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$340,737

2023 Contributions

$15,897

Historical Graphs

Total Assets Over Time

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

$963,239$481,620$0200220132023YearValue
$340,737Latest year 2023

Participants Over Time

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

420200120122023YearValue
1Latest year 2023

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
202311$340,737$15,897$15,897iApproximate average salary by contribution assumption: employee only about $397,425 at 4% or $264,950 at 6%; with 50% employer match about $264,950 at 4% or $176,633 at 6%; with 100% employer match about $198,713 at 4% or $132,475 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-1$340,737$15,897$15,897iApproximate average salary by contribution assumption: employee only about $397,425 at 4% or $264,950 at 6%; with 50% employer match about $264,950 at 4% or $176,633 at 6%; with 100% employer match about $198,713 at 4% or $132,475 at 6%.
202212$720,523$44,739$22,370iApproximate average salary by contribution assumption: employee only about $559,238 at 4% or $372,825 at 6%; with 50% employer match about $372,825 at 4% or $248,550 at 6%; with 100% employer match about $279,619 at 4% or $186,413 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-2$720,523$44,739$22,370iApproximate average salary by contribution assumption: employee only about $559,238 at 4% or $372,825 at 6%; with 50% employer match about $372,825 at 4% or $248,550 at 6%; with 100% employer match about $279,619 at 4% or $186,413 at 6%.
202114$963,239$46,904$11,726iApproximate average salary by contribution assumption: employee only about $293,150 at 4% or $195,433 at 6%; with 50% employer match about $195,433 at 4% or $130,289 at 6%; with 100% employer match about $146,575 at 4% or $97,717 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-4$963,239$46,904$11,726iApproximate average salary by contribution assumption: employee only about $293,150 at 4% or $195,433 at 6%; with 50% employer match about $195,433 at 4% or $130,289 at 6%; with 100% employer match about $146,575 at 4% or $97,717 at 6%.
202013$780,668$36,030$12,010iApproximate average salary by contribution assumption: employee only about $300,250 at 4% or $200,167 at 6%; with 50% employer match about $200,167 at 4% or $133,444 at 6%; with 100% employer match about $150,125 at 4% or $100,083 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-3$780,668$36,030$12,010iApproximate average salary by contribution assumption: employee only about $300,250 at 4% or $200,167 at 6%; with 50% employer match about $200,167 at 4% or $133,444 at 6%; with 100% employer match about $150,125 at 4% or $100,083 at 6%.
201913$615,593$31,989$10,663iApproximate average salary by contribution assumption: employee only about $266,575 at 4% or $177,717 at 6%; with 50% employer match about $177,717 at 4% or $118,478 at 6%; with 100% employer match about $133,288 at 4% or $88,858 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-3$615,593$31,989$10,663iApproximate average salary by contribution assumption: employee only about $266,575 at 4% or $177,717 at 6%; with 50% employer match about $177,717 at 4% or $118,478 at 6%; with 100% employer match about $133,288 at 4% or $88,858 at 6%.
201813$490,567$16,200$5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-3$490,567$16,200$5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
201714$519,750$54,873$13,718iApproximate average salary by contribution assumption: employee only about $342,956 at 4% or $228,638 at 6%; with 50% employer match about $228,638 at 4% or $152,425 at 6%; with 100% employer match about $171,478 at 4% or $114,319 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-4$519,750$54,873$13,718iApproximate average salary by contribution assumption: employee only about $342,956 at 4% or $228,638 at 6%; with 50% employer match about $228,638 at 4% or $152,425 at 6%; with 100% employer match about $171,478 at 4% or $114,319 at 6%.
201614$815,151$60,192$15,048iApproximate average salary by contribution assumption: employee only about $376,200 at 4% or $250,800 at 6%; with 50% employer match about $250,800 at 4% or $167,200 at 6%; with 100% employer match about $188,100 at 4% or $125,400 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-4$815,151$60,192$15,048iApproximate average salary by contribution assumption: employee only about $376,200 at 4% or $250,800 at 6%; with 50% employer match about $250,800 at 4% or $167,200 at 6%; with 100% employer match about $188,100 at 4% or $125,400 at 6%.
201514$735,592$79,174$19,794iApproximate average salary by contribution assumption: employee only about $494,838 at 4% or $329,892 at 6%; with 50% employer match about $329,892 at 4% or $219,928 at 6%; with 100% employer match about $247,419 at 4% or $164,946 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-4$735,592$79,174$19,794iApproximate average salary by contribution assumption: employee only about $494,838 at 4% or $329,892 at 6%; with 50% employer match about $329,892 at 4% or $219,928 at 6%; with 100% employer match about $247,419 at 4% or $164,946 at 6%.
201414$914,590$879,669$219,917iApproximate average salary by contribution assumption: employee only about $5,497,931 at 4% or $3,665,288 at 6%; with 50% employer match about $3,665,288 at 4% or $2,443,525 at 6%; with 100% employer match about $2,748,966 at 4% or $1,832,644 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-4$914,590$879,669$219,917iApproximate average salary by contribution assumption: employee only about $5,497,931 at 4% or $3,665,288 at 6%; with 50% employer match about $3,665,288 at 4% or $2,443,525 at 6%; with 100% employer match about $2,748,966 at 4% or $1,832,644 at 6%.
201323$62,979$62,979$20,993iApproximate average salary by contribution assumption: employee only about $524,825 at 4% or $349,883 at 6%; with 50% employer match about $349,883 at 4% or $233,256 at 6%; with 100% employer match about $262,413 at 4% or $174,942 at 6%.
The Capital Legacy LLC 401(K) Profit Sharing Plan-3$62,979$62,979$20,993iApproximate average salary by contribution assumption: employee only about $524,825 at 4% or $349,883 at 6%; with 50% employer match about $349,883 at 4% or $233,256 at 6%; with 100% employer match about $262,413 at 4% or $174,942 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-0---
201213$804,035$90,019$30,006iApproximate average salary by contribution assumption: employee only about $750,158 at 4% or $500,106 at 6%; with 50% employer match about $500,106 at 4% or $333,404 at 6%; with 100% employer match about $375,079 at 4% or $250,053 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-3$804,035$90,019$30,006iApproximate average salary by contribution assumption: employee only about $750,158 at 4% or $500,106 at 6%; with 50% employer match about $500,106 at 4% or $333,404 at 6%; with 100% employer match about $375,079 at 4% or $250,053 at 6%.
201112$714,759$71,006$35,503iApproximate average salary by contribution assumption: employee only about $887,575 at 4% or $591,717 at 6%; with 50% employer match about $591,717 at 4% or $394,478 at 6%; with 100% employer match about $443,788 at 4% or $295,858 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2$714,759$71,006$35,503iApproximate average salary by contribution assumption: employee only about $887,575 at 4% or $591,717 at 6%; with 50% employer match about $591,717 at 4% or $394,478 at 6%; with 100% employer match about $443,788 at 4% or $295,858 at 6%.
201012$737,352$51,519$25,760iApproximate average salary by contribution assumption: employee only about $643,988 at 4% or $429,325 at 6%; with 50% employer match about $429,325 at 4% or $286,217 at 6%; with 100% employer match about $321,994 at 4% or $214,663 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2$737,352$51,519$25,760iApproximate average salary by contribution assumption: employee only about $643,988 at 4% or $429,325 at 6%; with 50% employer match about $429,325 at 4% or $286,217 at 6%; with 100% employer match about $321,994 at 4% or $214,663 at 6%.
200912$726,822$70,022$35,011iApproximate average salary by contribution assumption: employee only about $875,275 at 4% or $583,517 at 6%; with 50% employer match about $583,517 at 4% or $389,011 at 6%; with 100% employer match about $437,638 at 4% or $291,758 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2$726,822$70,022$35,011iApproximate average salary by contribution assumption: employee only about $875,275 at 4% or $583,517 at 6%; with 50% employer match about $583,517 at 4% or $389,011 at 6%; with 100% employer match about $437,638 at 4% or $291,758 at 6%.
200812$630,235$116,039$58,020iApproximate average salary by contribution assumption: employee only about $1,450,488 at 4% or $966,992 at 6%; with 50% employer match about $966,992 at 4% or $644,661 at 6%; with 100% employer match about $725,244 at 4% or $483,496 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2$630,235$116,039$58,020iApproximate average salary by contribution assumption: employee only about $1,450,488 at 4% or $966,992 at 6%; with 50% employer match about $966,992 at 4% or $644,661 at 6%; with 100% employer match about $725,244 at 4% or $483,496 at 6%.
200712$0$0-
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2---
200612$598,828$88,436$44,218iApproximate average salary by contribution assumption: employee only about $1,105,450 at 4% or $736,967 at 6%; with 50% employer match about $736,967 at 4% or $491,311 at 6%; with 100% employer match about $552,725 at 4% or $368,483 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2$598,828$88,436$44,218iApproximate average salary by contribution assumption: employee only about $1,105,450 at 4% or $736,967 at 6%; with 50% employer match about $736,967 at 4% or $491,311 at 6%; with 100% employer match about $552,725 at 4% or $368,483 at 6%.
200513$475,763$98,966$32,989iApproximate average salary by contribution assumption: employee only about $824,717 at 4% or $549,811 at 6%; with 50% employer match about $549,811 at 4% or $366,541 at 6%; with 100% employer match about $412,358 at 4% or $274,906 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-3$475,763$98,966$32,989iApproximate average salary by contribution assumption: employee only about $824,717 at 4% or $549,811 at 6%; with 50% employer match about $549,811 at 4% or $366,541 at 6%; with 100% employer match about $412,358 at 4% or $274,906 at 6%.
200413$353,890$105,960$35,320iApproximate average salary by contribution assumption: employee only about $883,000 at 4% or $588,667 at 6%; with 50% employer match about $588,667 at 4% or $392,444 at 6%; with 100% employer match about $441,500 at 4% or $294,333 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-3$353,890$105,960$35,320iApproximate average salary by contribution assumption: employee only about $883,000 at 4% or $588,667 at 6%; with 50% employer match about $588,667 at 4% or $392,444 at 6%; with 100% employer match about $441,500 at 4% or $294,333 at 6%.
200313$236,138$95,631$31,877iApproximate average salary by contribution assumption: employee only about $796,925 at 4% or $531,283 at 6%; with 50% employer match about $531,283 at 4% or $354,189 at 6%; with 100% employer match about $398,463 at 4% or $265,642 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-3$236,138$95,631$31,877iApproximate average salary by contribution assumption: employee only about $796,925 at 4% or $531,283 at 6%; with 50% employer match about $531,283 at 4% or $354,189 at 6%; with 100% employer match about $398,463 at 4% or $265,642 at 6%.
200212$148,994$76,123$38,062iApproximate average salary by contribution assumption: employee only about $951,538 at 4% or $634,358 at 6%; with 50% employer match about $634,358 at 4% or $422,906 at 6%; with 100% employer match about $475,769 at 4% or $317,179 at 6%.
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2$148,994$76,123$38,062iApproximate average salary by contribution assumption: employee only about $951,538 at 4% or $634,358 at 6%; with 50% employer match about $634,358 at 4% or $422,906 at 6%; with 100% employer match about $475,769 at 4% or $317,179 at 6%.
200112$0$0-
THE CAPITAL LEGACY, LLC RETIREMENT PLAN-2---