LEGACY FINANCIAL SERVICES
Plan context: LEGACY FINANCIAL SERVICES 401(K) PLAN
EIN 27-2004529 • South Burlington, VT • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$350,418
2025 Contributions
$167,991
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $350,418 | $167,991 | $27,999iApproximate average salary by contribution assumption: employee only about $699,963 at 4% or $466,642 at 6%; with 50% employer match about $466,642 at 4% or $311,094 at 6%; with 100% employer match about $349,981 at 4% or $233,321 at 6%. |
| LEGACY FINANCIAL SERVICES 401(K) PLAN | - | 6 | $350,418 | $167,991 | $27,999iApproximate average salary by contribution assumption: employee only about $699,963 at 4% or $466,642 at 6%; with 50% employer match about $466,642 at 4% or $311,094 at 6%; with 100% employer match about $349,981 at 4% or $233,321 at 6%. |
| 2024 | 1 | 6 | $171,184 | $163,305 | $27,218iApproximate average salary by contribution assumption: employee only about $680,438 at 4% or $453,625 at 6%; with 50% employer match about $453,625 at 4% or $302,417 at 6%; with 100% employer match about $340,219 at 4% or $226,813 at 6%. |
| LEGACY FINANCIAL SERVICES 401(K) PLAN | - | 6 | $171,184 | $163,305 | $27,218iApproximate average salary by contribution assumption: employee only about $680,438 at 4% or $453,625 at 6%; with 50% employer match about $453,625 at 4% or $302,417 at 6%; with 100% employer match about $340,219 at 4% or $226,813 at 6%. |