Civic Intelligence

Legacy Mortgage LLC

Plan context: Legacy Mortgage LLC 401(K) Plan

EIN 27-0019832 • Albuquerque, NM • 17 filings • 2 plans

6725 Academy Road NE Suite DAlbuquerque, NM 87109
Current Snapshot

Latest Year

2023

2023 Participants

73

2023 Assets

$4,601,412

2023 Contributions

$115,873

Historical Graphs

Total Assets Over Time

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

$5,295,721$2,647,861$0200720152022YearValue
$4,601,412Latest year 2022

Participants Over Time

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

87440200720152022YearValue
73Latest year 2022

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
202310$0$115,873-
Legacy Mortgage LLC 401(K) Plan-0-$115,873-
2022173$4,601,412$782,898$10,725iApproximate average salary by contribution assumption: employee only about $268,116 at 4% or $178,744 at 6%; with 50% employer match about $178,744 at 4% or $119,163 at 6%; with 100% employer match about $134,058 at 4% or $89,372 at 6%.
Legacy Mortgage LLC 401(K) Plan-73$4,601,412$782,898$10,725iApproximate average salary by contribution assumption: employee only about $268,116 at 4% or $178,744 at 6%; with 50% employer match about $178,744 at 4% or $119,163 at 6%; with 100% employer match about $134,058 at 4% or $89,372 at 6%.
2021187$5,295,721$739,759$8,503iApproximate average salary by contribution assumption: employee only about $212,574 at 4% or $141,716 at 6%; with 50% employer match about $141,716 at 4% or $94,478 at 6%; with 100% employer match about $106,287 at 4% or $70,858 at 6%.
Legacy Mortgage LLC 401(K) Plan-87$5,295,721$739,759$8,503iApproximate average salary by contribution assumption: employee only about $212,574 at 4% or $141,716 at 6%; with 50% employer match about $141,716 at 4% or $94,478 at 6%; with 100% employer match about $106,287 at 4% or $70,858 at 6%.
2020186$3,947,017$477,789$5,556iApproximate average salary by contribution assumption: employee only about $138,892 at 4% or $92,595 at 6%; with 50% employer match about $92,595 at 4% or $61,730 at 6%; with 100% employer match about $69,446 at 4% or $46,297 at 6%.
Legacy Mortgage LLC 401(K) Plan-86$3,947,017$477,789$5,556iApproximate average salary by contribution assumption: employee only about $138,892 at 4% or $92,595 at 6%; with 50% employer match about $92,595 at 4% or $61,730 at 6%; with 100% employer match about $69,446 at 4% or $46,297 at 6%.
2019168$2,872,107$373,978$5,500iApproximate average salary by contribution assumption: employee only about $137,492 at 4% or $91,661 at 6%; with 50% employer match about $91,661 at 4% or $61,108 at 6%; with 100% employer match about $68,746 at 4% or $45,831 at 6%.
Legacy Mortgage LLC 401(K) Plan-68$2,872,107$373,978$5,500iApproximate average salary by contribution assumption: employee only about $137,492 at 4% or $91,661 at 6%; with 50% employer match about $91,661 at 4% or $61,108 at 6%; with 100% employer match about $68,746 at 4% or $45,831 at 6%.
2018167$2,053,675$356,110$5,315iApproximate average salary by contribution assumption: employee only about $132,877 at 4% or $88,585 at 6%; with 50% employer match about $88,585 at 4% or $59,056 at 6%; with 100% employer match about $66,438 at 4% or $44,292 at 6%.
Legacy Mortgage LLC 401(K) Plan-67$2,053,675$356,110$5,315iApproximate average salary by contribution assumption: employee only about $132,877 at 4% or $88,585 at 6%; with 50% employer match about $88,585 at 4% or $59,056 at 6%; with 100% employer match about $66,438 at 4% or $44,292 at 6%.
2017183$2,282,108$403,160$4,857iApproximate average salary by contribution assumption: employee only about $121,434 at 4% or $80,956 at 6%; with 50% employer match about $80,956 at 4% or $53,971 at 6%; with 100% employer match about $60,717 at 4% or $40,478 at 6%.
Legacy Mortgage LLC 401(K) Plan-83$2,282,108$403,160$4,857iApproximate average salary by contribution assumption: employee only about $121,434 at 4% or $80,956 at 6%; with 50% employer match about $80,956 at 4% or $53,971 at 6%; with 100% employer match about $60,717 at 4% or $40,478 at 6%.
2016181$1,863,443$369,478$4,561iApproximate average salary by contribution assumption: employee only about $114,036 at 4% or $76,024 at 6%; with 50% employer match about $76,024 at 4% or $50,683 at 6%; with 100% employer match about $57,018 at 4% or $38,012 at 6%.
Legacy Mortgage LLC 401(K) Plan-81$1,863,443$369,478$4,561iApproximate average salary by contribution assumption: employee only about $114,036 at 4% or $76,024 at 6%; with 50% employer match about $76,024 at 4% or $50,683 at 6%; with 100% employer match about $57,018 at 4% or $38,012 at 6%.
2015161$1,468,210$258,291$4,234iApproximate average salary by contribution assumption: employee only about $105,857 at 4% or $70,571 at 6%; with 50% employer match about $70,571 at 4% or $47,048 at 6%; with 100% employer match about $52,928 at 4% or $35,286 at 6%.
Legacy Mortgage LLC 401(K) Plan-61$1,468,210$258,291$4,234iApproximate average salary by contribution assumption: employee only about $105,857 at 4% or $70,571 at 6%; with 50% employer match about $70,571 at 4% or $47,048 at 6%; with 100% employer match about $52,928 at 4% or $35,286 at 6%.
2014149$1,322,574$166,946$3,407iApproximate average salary by contribution assumption: employee only about $85,177 at 4% or $56,784 at 6%; with 50% employer match about $56,784 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%.
Legacy Mortgage LLC 401(K) Plan-49$1,322,574$166,946$3,407iApproximate average salary by contribution assumption: employee only about $85,177 at 4% or $56,784 at 6%; with 50% employer match about $56,784 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%.
2013150$1,209,882$188,862$3,777iApproximate average salary by contribution assumption: employee only about $94,431 at 4% or $62,954 at 6%; with 50% employer match about $62,954 at 4% or $41,969 at 6%; with 100% employer match about $47,215 at 4% or $31,477 at 6%.
Legacy Mortgage LLC 401(K) Plan-50$1,209,882$188,862$3,777iApproximate average salary by contribution assumption: employee only about $94,431 at 4% or $62,954 at 6%; with 50% employer match about $62,954 at 4% or $41,969 at 6%; with 100% employer match about $47,215 at 4% or $31,477 at 6%.
2012148$841,392$189,042$3,938iApproximate average salary by contribution assumption: employee only about $98,459 at 4% or $65,640 at 6%; with 50% employer match about $65,640 at 4% or $43,760 at 6%; with 100% employer match about $49,230 at 4% or $32,820 at 6%.
Legacy Mortgage LLC 401(K) Plan-48$841,392$189,042$3,938iApproximate average salary by contribution assumption: employee only about $98,459 at 4% or $65,640 at 6%; with 50% employer match about $65,640 at 4% or $43,760 at 6%; with 100% employer match about $49,230 at 4% or $32,820 at 6%.
2011141$593,500$135,139$3,296iApproximate average salary by contribution assumption: employee only about $82,402 at 4% or $54,935 at 6%; with 50% employer match about $54,935 at 4% or $36,623 at 6%; with 100% employer match about $41,201 at 4% or $27,467 at 6%.
Legacy Mortgage LLC 401(K) Plan-41$593,500$135,139$3,296iApproximate average salary by contribution assumption: employee only about $82,402 at 4% or $54,935 at 6%; with 50% employer match about $54,935 at 4% or $36,623 at 6%; with 100% employer match about $41,201 at 4% or $27,467 at 6%.
2010131$507,355$118,217$3,813iApproximate average salary by contribution assumption: employee only about $95,336 at 4% or $63,558 at 6%; with 50% employer match about $63,558 at 4% or $42,372 at 6%; with 100% employer match about $47,668 at 4% or $31,779 at 6%.
Legacy Mortgage LLC 401(K) Plan-31$507,355$118,217$3,813iApproximate average salary by contribution assumption: employee only about $95,336 at 4% or $63,558 at 6%; with 50% employer match about $63,558 at 4% or $42,372 at 6%; with 100% employer match about $47,668 at 4% or $31,779 at 6%.
2009123$353,881$104,997$4,565iApproximate average salary by contribution assumption: employee only about $114,127 at 4% or $76,085 at 6%; with 50% employer match about $76,085 at 4% or $50,723 at 6%; with 100% employer match about $57,064 at 4% or $38,042 at 6%.
Legacy Mortgage LLC 401(K) Plan-23$353,881$104,997$4,565iApproximate average salary by contribution assumption: employee only about $114,127 at 4% or $76,085 at 6%; with 50% employer match about $76,085 at 4% or $50,723 at 6%; with 100% employer match about $57,064 at 4% or $38,042 at 6%.
2008133$193,460$100,277$3,039iApproximate average salary by contribution assumption: employee only about $75,967 at 4% or $50,645 at 6%; with 50% employer match about $50,645 at 4% or $33,763 at 6%; with 100% employer match about $37,984 at 4% or $25,322 at 6%.
Legacy Mortgage LLC 401(K) Plan-33$193,460$100,277$3,039iApproximate average salary by contribution assumption: employee only about $75,967 at 4% or $50,645 at 6%; with 50% employer match about $50,645 at 4% or $33,763 at 6%; with 100% employer match about $37,984 at 4% or $25,322 at 6%.
2007132$184,238$43,140$1,348iApproximate average salary by contribution assumption: employee only about $33,703 at 4% or $22,469 at 6%; with 50% employer match about $22,469 at 4% or $14,979 at 6%; with 100% employer match about $16,852 at 4% or $11,234 at 6%.
Legacy Mortgage LLC 401(K) Plan-32$184,238$43,140$1,348iApproximate average salary by contribution assumption: employee only about $33,703 at 4% or $22,469 at 6%; with 50% employer match about $22,469 at 4% or $14,979 at 6%; with 100% employer match about $16,852 at 4% or $11,234 at 6%.