Civic Intelligence

Legacy Tm LP

Plan context: Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan

EIN 26-1199938 • Carson City, NV • 20 filings • 2 plans

4674 Old Clear Creek Rd.Carson City, NV 89705
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$751,948

2024 Contributions

$64,510

Historical Graphs

Total Assets Over Time

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

$3,501,330$1,750,665$0201420192024YearValue
$751,948Latest year 2024

Participants Over Time

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

1680201420192024YearValue
11Latest 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
2024111$751,948$64,510$5,865iApproximate average salary by contribution assumption: employee only about $146,614 at 4% or $97,742 at 6%; with 50% employer match about $97,742 at 4% or $65,162 at 6%; with 100% employer match about $73,307 at 4% or $48,871 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-11$751,948$64,510$5,865iApproximate average salary by contribution assumption: employee only about $146,614 at 4% or $97,742 at 6%; with 50% employer match about $97,742 at 4% or $65,162 at 6%; with 100% employer match about $73,307 at 4% or $48,871 at 6%.
202317$606,285$82,642$11,806iApproximate average salary by contribution assumption: employee only about $295,150 at 4% or $196,767 at 6%; with 50% employer match about $196,767 at 4% or $131,178 at 6%; with 100% employer match about $147,575 at 4% or $98,383 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-7$606,285$82,642$11,806iApproximate average salary by contribution assumption: employee only about $295,150 at 4% or $196,767 at 6%; with 50% employer match about $196,767 at 4% or $131,178 at 6%; with 100% employer match about $147,575 at 4% or $98,383 at 6%.
2022212$482,467$108,927$9,077iApproximate average salary by contribution assumption: employee only about $226,931 at 4% or $151,288 at 6%; with 50% employer match about $151,288 at 4% or $100,858 at 6%; with 100% employer match about $113,466 at 4% or $75,644 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-12$482,467$108,927$9,077iApproximate average salary by contribution assumption: employee only about $226,931 at 4% or $151,288 at 6%; with 50% employer match about $151,288 at 4% or $100,858 at 6%; with 100% employer match about $113,466 at 4% or $75,644 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-0$0$0-
2021212$3,501,330$121,335$10,111iApproximate average salary by contribution assumption: employee only about $252,781 at 4% or $168,521 at 6%; with 50% employer match about $168,521 at 4% or $112,347 at 6%; with 100% employer match about $126,391 at 4% or $84,260 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-2$3,039,179$0-
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-12$462,151$121,335$10,111iApproximate average salary by contribution assumption: employee only about $252,781 at 4% or $168,521 at 6%; with 50% employer match about $168,521 at 4% or $112,347 at 6%; with 100% employer match about $126,391 at 4% or $84,260 at 6%.
2020213$3,416,398$182,142$14,011iApproximate average salary by contribution assumption: employee only about $350,273 at 4% or $233,515 at 6%; with 50% employer match about $233,515 at 4% or $155,677 at 6%; with 100% employer match about $175,137 at 4% or $116,758 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-10$3,124,143$157,125$15,713iApproximate average salary by contribution assumption: employee only about $392,813 at 4% or $261,875 at 6%; with 50% employer match about $261,875 at 4% or $174,583 at 6%; with 100% employer match about $196,406 at 4% or $130,938 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-13$292,255$25,017$1,924iApproximate average salary by contribution assumption: employee only about $48,110 at 4% or $32,073 at 6%; with 50% employer match about $32,073 at 4% or $21,382 at 6%; with 100% employer match about $24,055 at 4% or $16,037 at 6%.
2019212$3,402,297$319,490$26,624iApproximate average salary by contribution assumption: employee only about $665,604 at 4% or $443,736 at 6%; with 50% employer match about $443,736 at 4% or $295,824 at 6%; with 100% employer match about $332,802 at 4% or $221,868 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-12$3,120,223$300,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-12$282,074$19,490$1,624iApproximate average salary by contribution assumption: employee only about $40,604 at 4% or $27,069 at 6%; with 50% employer match about $27,069 at 4% or $18,046 at 6%; with 100% employer match about $20,302 at 4% or $13,535 at 6%.
2018212$2,771,506$397,366$33,114iApproximate average salary by contribution assumption: employee only about $827,846 at 4% or $551,897 at 6%; with 50% employer match about $551,897 at 4% or $367,931 at 6%; with 100% employer match about $413,923 at 4% or $275,949 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-12$2,541,543$360,767$30,064iApproximate average salary by contribution assumption: employee only about $751,598 at 4% or $501,065 at 6%; with 50% employer match about $501,065 at 4% or $334,044 at 6%; with 100% employer match about $375,799 at 4% or $250,533 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-12$229,963$36,599$3,050iApproximate average salary by contribution assumption: employee only about $76,248 at 4% or $50,832 at 6%; with 50% employer match about $50,832 at 4% or $33,888 at 6%; with 100% employer match about $38,124 at 4% or $25,416 at 6%.
2017215$2,515,404$604,814$40,321iApproximate average salary by contribution assumption: employee only about $1,008,023 at 4% or $672,016 at 6%; with 50% employer match about $672,016 at 4% or $448,010 at 6%; with 100% employer match about $504,012 at 4% or $336,008 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-13$2,300,024$567,218$43,632iApproximate average salary by contribution assumption: employee only about $1,090,804 at 4% or $727,203 at 6%; with 50% employer match about $727,203 at 4% or $484,802 at 6%; with 100% employer match about $545,402 at 4% or $363,601 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-15$215,380$37,596$2,506iApproximate average salary by contribution assumption: employee only about $62,660 at 4% or $41,773 at 6%; with 50% employer match about $41,773 at 4% or $27,849 at 6%; with 100% employer match about $31,330 at 4% or $20,887 at 6%.
2016216$1,767,180$595,725$37,233iApproximate average salary by contribution assumption: employee only about $930,820 at 4% or $620,547 at 6%; with 50% employer match about $620,547 at 4% or $413,698 at 6%; with 100% employer match about $465,410 at 4% or $310,273 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-15$1,595,015$507,955$33,864iApproximate average salary by contribution assumption: employee only about $846,592 at 4% or $564,394 at 6%; with 50% employer match about $564,394 at 4% or $376,263 at 6%; with 100% employer match about $423,296 at 4% or $282,197 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-16$172,165$87,770$5,486iApproximate average salary by contribution assumption: employee only about $137,141 at 4% or $91,427 at 6%; with 50% employer match about $91,427 at 4% or $60,951 at 6%; with 100% employer match about $68,570 at 4% or $45,714 at 6%.
2015214$1,128,269$566,946$40,496iApproximate average salary by contribution assumption: employee only about $1,012,404 at 4% or $674,936 at 6%; with 50% employer match about $674,936 at 4% or $449,957 at 6%; with 100% employer match about $506,202 at 4% or $337,468 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-14$1,044,244$531,900$37,993iApproximate average salary by contribution assumption: employee only about $949,821 at 4% or $633,214 at 6%; with 50% employer match about $633,214 at 4% or $422,143 at 6%; with 100% employer match about $474,911 at 4% or $316,607 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-13$84,025$35,046$2,696iApproximate average salary by contribution assumption: employee only about $67,396 at 4% or $44,931 at 6%; with 50% employer match about $44,931 at 4% or $29,954 at 6%; with 100% employer match about $33,698 at 4% or $22,465 at 6%.
2014214$561,136$561,136$40,081iApproximate average salary by contribution assumption: employee only about $1,002,029 at 4% or $668,019 at 6%; with 50% employer match about $668,019 at 4% or $445,346 at 6%; with 100% employer match about $501,014 at 4% or $334,010 at 6%.
Legacy Tm LP and Vision Advisors Inc. Cash Balance Plan-14$513,751$513,751$36,697iApproximate average salary by contribution assumption: employee only about $917,413 at 4% or $611,608 at 6%; with 50% employer match about $611,608 at 4% or $407,739 at 6%; with 100% employer match about $458,706 at 4% or $305,804 at 6%.
Legacy Tm LP and Vision Advisors Inc. Profit Sharing Plan-12$47,385$47,385$3,949iApproximate average salary by contribution assumption: employee only about $98,719 at 4% or $65,813 at 6%; with 50% employer match about $65,813 at 4% or $43,875 at 6%; with 100% employer match about $49,359 at 4% or $32,906 at 6%.
Legacy Tm LP | EIN 26-1199938 | 2024 Form 5500 Company Profile