Legacy Insurance Solutions LLC
Plan context: Legacy Insurance Solutions 401(K) and Profit Sharing Plan
EIN 27-4300601 • Tallahassee, FL • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$907,439
2024 Contributions
$25,248
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $25,248 | - |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 0 | $0 | $25,248 | - |
| 2023 | 1 | 7 | $907,439 | $60,715 | $8,674iApproximate average salary by contribution assumption: employee only about $216,839 at 4% or $144,560 at 6%; with 50% employer match about $144,560 at 4% or $96,373 at 6%; with 100% employer match about $108,420 at 4% or $72,280 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 7 | $907,439 | $60,715 | $8,674iApproximate average salary by contribution assumption: employee only about $216,839 at 4% or $144,560 at 6%; with 50% employer match about $144,560 at 4% or $96,373 at 6%; with 100% employer match about $108,420 at 4% or $72,280 at 6%. |
| 2022 | 1 | 8 | $717,532 | $69,093 | $8,637iApproximate average salary by contribution assumption: employee only about $215,916 at 4% or $143,944 at 6%; with 50% employer match about $143,944 at 4% or $95,963 at 6%; with 100% employer match about $107,958 at 4% or $71,972 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 8 | $717,532 | $69,093 | $8,637iApproximate average salary by contribution assumption: employee only about $215,916 at 4% or $143,944 at 6%; with 50% employer match about $143,944 at 4% or $95,963 at 6%; with 100% employer match about $107,958 at 4% or $71,972 at 6%. |
| 2021 | 1 | 7 | $795,022 | $83,631 | $11,947iApproximate average salary by contribution assumption: employee only about $298,682 at 4% or $199,121 at 6%; with 50% employer match about $199,121 at 4% or $132,748 at 6%; with 100% employer match about $149,341 at 4% or $99,561 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 7 | $795,022 | $83,631 | $11,947iApproximate average salary by contribution assumption: employee only about $298,682 at 4% or $199,121 at 6%; with 50% employer match about $199,121 at 4% or $132,748 at 6%; with 100% employer match about $149,341 at 4% or $99,561 at 6%. |
| 2020 | 1 | 8 | $620,354 | $72,266 | $9,033iApproximate average salary by contribution assumption: employee only about $225,831 at 4% or $150,554 at 6%; with 50% employer match about $150,554 at 4% or $100,369 at 6%; with 100% employer match about $112,916 at 4% or $75,277 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 8 | $620,354 | $72,266 | $9,033iApproximate average salary by contribution assumption: employee only about $225,831 at 4% or $150,554 at 6%; with 50% employer match about $150,554 at 4% or $100,369 at 6%; with 100% employer match about $112,916 at 4% or $75,277 at 6%. |
| 2019 | 1 | 8 | $466,665 | $79,782 | $9,973iApproximate average salary by contribution assumption: employee only about $249,319 at 4% or $166,213 at 6%; with 50% employer match about $166,213 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 8 | $466,665 | $79,782 | $9,973iApproximate average salary by contribution assumption: employee only about $249,319 at 4% or $166,213 at 6%; with 50% employer match about $166,213 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%. |
| 2018 | 1 | 8 | $309,068 | $70,218 | $8,777iApproximate average salary by contribution assumption: employee only about $219,431 at 4% or $146,288 at 6%; with 50% employer match about $146,288 at 4% or $97,525 at 6%; with 100% employer match about $109,716 at 4% or $73,144 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 8 | $309,068 | $70,218 | $8,777iApproximate average salary by contribution assumption: employee only about $219,431 at 4% or $146,288 at 6%; with 50% employer match about $146,288 at 4% or $97,525 at 6%; with 100% employer match about $109,716 at 4% or $73,144 at 6%. |
| 2017 | 1 | 8 | $281,373 | $60,414 | $7,552iApproximate average salary by contribution assumption: employee only about $188,794 at 4% or $125,863 at 6%; with 50% employer match about $125,863 at 4% or $83,908 at 6%; with 100% employer match about $94,397 at 4% or $62,931 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 8 | $281,373 | $60,414 | $7,552iApproximate average salary by contribution assumption: employee only about $188,794 at 4% or $125,863 at 6%; with 50% employer match about $125,863 at 4% or $83,908 at 6%; with 100% employer match about $94,397 at 4% or $62,931 at 6%. |
| 2016 | 1 | 7 | $182,483 | $61,585 | $8,798iApproximate average salary by contribution assumption: employee only about $219,946 at 4% or $146,631 at 6%; with 50% employer match about $146,631 at 4% or $97,754 at 6%; with 100% employer match about $109,973 at 4% or $73,315 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 7 | $182,483 | $61,585 | $8,798iApproximate average salary by contribution assumption: employee only about $219,946 at 4% or $146,631 at 6%; with 50% employer match about $146,631 at 4% or $97,754 at 6%; with 100% employer match about $109,973 at 4% or $73,315 at 6%. |
| 2015 | 1 | 7 | $116,804 | $66,723 | $9,532iApproximate average salary by contribution assumption: employee only about $238,296 at 4% or $158,864 at 6%; with 50% employer match about $158,864 at 4% or $105,910 at 6%; with 100% employer match about $119,148 at 4% or $79,432 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 7 | $116,804 | $66,723 | $9,532iApproximate average salary by contribution assumption: employee only about $238,296 at 4% or $158,864 at 6%; with 50% employer match about $158,864 at 4% or $105,910 at 6%; with 100% employer match about $119,148 at 4% or $79,432 at 6%. |
| 2014 | 1 | 7 | $53,597 | $53,622 | $7,660iApproximate average salary by contribution assumption: employee only about $191,507 at 4% or $127,671 at 6%; with 50% employer match about $127,671 at 4% or $85,114 at 6%; with 100% employer match about $95,754 at 4% or $63,836 at 6%. |
| Legacy Insurance Solutions 401(K) and Profit Sharing Plan | - | 7 | $53,597 | $53,622 | $7,660iApproximate average salary by contribution assumption: employee only about $191,507 at 4% or $127,671 at 6%; with 50% employer match about $127,671 at 4% or $85,114 at 6%; with 100% employer match about $95,754 at 4% or $63,836 at 6%. |