Civic Intelligence

LEGACY WEALTH ADVISORS

Plan context: LEGACY WEALTH ADVISORS MO 401(K) PLAN

EIN 26-0477040 • Town And Country, MO • 9 filings • 2 plans

14500 South Outer 40 Ste, 200Town And Country, MO 63017
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$586,208

2025 Contributions

$115,307

Historical Graphs

Total Assets Over Time

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

$586,208$293,104$0202020232025YearValue
$586,208Latest year 2025

Participants Over Time

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

1050202020232025YearValue
10Latest 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
2025110$586,208$115,307$11,531iApproximate average salary by contribution assumption: employee only about $288,268 at 4% or $192,178 at 6%; with 50% employer match about $192,178 at 4% or $128,119 at 6%; with 100% employer match about $144,134 at 4% or $96,089 at 6%.
LEGACY WEALTH ADVISORS MO 401(K) PLAN-10$586,208$115,307$11,531iApproximate average salary by contribution assumption: employee only about $288,268 at 4% or $192,178 at 6%; with 50% employer match about $192,178 at 4% or $128,119 at 6%; with 100% employer match about $144,134 at 4% or $96,089 at 6%.
2024210$432,307$131,539$13,154iApproximate average salary by contribution assumption: employee only about $328,848 at 4% or $219,232 at 6%; with 50% employer match about $219,232 at 4% or $146,154 at 6%; with 100% employer match about $164,424 at 4% or $109,616 at 6%.
LEGACY WEALTH ADVISORS MO 401(K) PLAN-10$430,964$96,600$9,660iApproximate average salary by contribution assumption: employee only about $241,500 at 4% or $161,000 at 6%; with 50% employer match about $161,000 at 4% or $107,333 at 6%; with 100% employer match about $120,750 at 4% or $80,500 at 6%.
LEGACY WEALTH ADVISORS MCF BENEFIT PLAN-6$1,343$34,939$5,823iApproximate average salary by contribution assumption: employee only about $145,579 at 4% or $97,053 at 6%; with 50% employer match about $97,053 at 4% or $64,702 at 6%; with 100% employer match about $72,790 at 4% or $48,526 at 6%.
202329$292,948$100,602$11,178iApproximate average salary by contribution assumption: employee only about $279,450 at 4% or $186,300 at 6%; with 50% employer match about $186,300 at 4% or $124,200 at 6%; with 100% employer match about $139,725 at 4% or $93,150 at 6%.
LEGACY WEALTH ADVISORS MO 401(K) PLAN-9$292,077$72,084$8,009iApproximate average salary by contribution assumption: employee only about $200,233 at 4% or $133,489 at 6%; with 50% employer match about $133,489 at 4% or $88,993 at 6%; with 100% employer match about $100,117 at 4% or $66,744 at 6%.
LEGACY WEALTH ADVISORS MCF BENEFIT PLAN-7$871$28,518$4,074iApproximate average salary by contribution assumption: employee only about $101,850 at 4% or $67,900 at 6%; with 50% employer match about $67,900 at 4% or $45,267 at 6%; with 100% employer match about $50,925 at 4% or $33,950 at 6%.
202229$186,214$102,026$11,336iApproximate average salary by contribution assumption: employee only about $283,406 at 4% or $188,937 at 6%; with 50% employer match about $188,937 at 4% or $125,958 at 6%; with 100% employer match about $141,703 at 4% or $94,469 at 6%.
LEGACY WEALTH ADVISORS MO 401(K) PLAN-9$185,883$73,838$8,204iApproximate average salary by contribution assumption: employee only about $205,106 at 4% or $136,737 at 6%; with 50% employer match about $136,737 at 4% or $91,158 at 6%; with 100% employer match about $102,553 at 4% or $68,369 at 6%.
LEGACY WEALTH ADVISORS MCF BENEFIT PLAN-6$331$28,188$4,698iApproximate average salary by contribution assumption: employee only about $117,450 at 4% or $78,300 at 6%; with 50% employer match about $78,300 at 4% or $52,200 at 6%; with 100% employer match about $58,725 at 4% or $39,150 at 6%.
202119$144,111$74,888$8,321iApproximate average salary by contribution assumption: employee only about $208,022 at 4% or $138,681 at 6%; with 50% employer match about $138,681 at 4% or $92,454 at 6%; with 100% employer match about $104,011 at 4% or $69,341 at 6%.
LEGACY WEALTH ADVISORS MO 401(K) PLAN-9$144,111$74,888$8,321iApproximate average salary by contribution assumption: employee only about $208,022 at 4% or $138,681 at 6%; with 50% employer match about $138,681 at 4% or $92,454 at 6%; with 100% employer match about $104,011 at 4% or $69,341 at 6%.
202019$75,825$65,935$7,326iApproximate average salary by contribution assumption: employee only about $183,153 at 4% or $122,102 at 6%; with 50% employer match about $122,102 at 4% or $81,401 at 6%; with 100% employer match about $91,576 at 4% or $61,051 at 6%.
LEGACY WEALTH ADVISORS MO 401(K) PLAN-9$75,825$65,935$7,326iApproximate average salary by contribution assumption: employee only about $183,153 at 4% or $122,102 at 6%; with 50% employer match about $122,102 at 4% or $81,401 at 6%; with 100% employer match about $91,576 at 4% or $61,051 at 6%.