Civic Intelligence

Legacy Advisors LLC

Plan context: Legacy Advisors LLC Profit Sharing Plan

EIN 35-2082411 • Carmel, IN • 22 filings • 4 plans

580 E Carmel Dr Ste 330Carmel, IN 46032-3316
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,448,970

2024 Contributions

$48,500

Historical Graphs

Total Assets Over Time

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

$1,593,623$796,812$0200320142024YearValue
$1,448,970Latest year 2024

Participants Over Time

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

210200320142024YearValue
2Latest 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
202412$1,448,970$48,500$24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$1,448,970$48,500$24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%.
202312$1,246,000$39,100$19,550iApproximate average salary by contribution assumption: employee only about $488,750 at 4% or $325,833 at 6%; with 50% employer match about $325,833 at 4% or $217,222 at 6%; with 100% employer match about $244,375 at 4% or $162,917 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$1,246,000$39,100$19,550iApproximate average salary by contribution assumption: employee only about $488,750 at 4% or $325,833 at 6%; with 50% employer match about $325,833 at 4% or $217,222 at 6%; with 100% employer match about $244,375 at 4% or $162,917 at 6%.
202212$1,043,825$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$1,043,825$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
202112$1,440,197$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$1,440,197$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
202012$1,593,623$0-
Legacy Advisors LLC Profit Sharing Plan-2$1,593,623--
201912$1,296,632$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$1,296,632$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201812$1,123,707$0-
Legacy Advisors LLC Profit Sharing Plan-2$1,123,707--
201712$953,986$0-
Legacy Advisors LLC Profit Sharing Plan-2$953,986--
201612$868,653$412,276$206,138iApproximate average salary by contribution assumption: employee only about $5,153,450 at 4% or $3,435,633 at 6%; with 50% employer match about $3,435,633 at 4% or $2,290,422 at 6%; with 100% employer match about $2,576,725 at 4% or $1,717,817 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$868,653$412,276$206,138iApproximate average salary by contribution assumption: employee only about $5,153,450 at 4% or $3,435,633 at 6%; with 50% employer match about $3,435,633 at 4% or $2,290,422 at 6%; with 100% employer match about $2,576,725 at 4% or $1,717,817 at 6%.
201512$446,477$0-
Legacy Advisors LLC Profit Sharing Plan-2$446,477--
201412$450,281$0-
Legacy Advisors LLC Profit Sharing Plan-2$450,281--
201312$387,928$0-
Legacy Advisors LLC Profit Sharing Plan-2$387,928--
201212$302,989$0-
Legacy Advisors LLC Profit Sharing Plan-2$302,989--
201112$290,067$0-
Legacy Advisors LLC Profit Sharing Plan-2$290,067--
201012$282,015$0-
Legacy Advisors LLC Profit Sharing Plan-2$282,015--
200912$264,043$0-
Legacy Advisors LLC Profit Sharing Plan-2$264,043--
200812$0$4,963$2,482iApproximate average salary by contribution assumption: employee only about $62,038 at 4% or $41,358 at 6%; with 50% employer match about $41,358 at 4% or $27,572 at 6%; with 100% employer match about $31,019 at 4% or $20,679 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2-$4,963$2,482iApproximate average salary by contribution assumption: employee only about $62,038 at 4% or $41,358 at 6%; with 50% employer match about $41,358 at 4% or $27,572 at 6%; with 100% employer match about $31,019 at 4% or $20,679 at 6%.
200712$363,964$19,500$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$363,964$19,500$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
200612$271,447$20,671$10,336iApproximate average salary by contribution assumption: employee only about $258,388 at 4% or $172,258 at 6%; with 50% employer match about $172,258 at 4% or $114,839 at 6%; with 100% employer match about $129,194 at 4% or $86,129 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$271,447$20,671$10,336iApproximate average salary by contribution assumption: employee only about $258,388 at 4% or $172,258 at 6%; with 50% employer match about $172,258 at 4% or $114,839 at 6%; with 100% employer match about $129,194 at 4% or $86,129 at 6%.
200512$228,009$35,378$17,689iApproximate average salary by contribution assumption: employee only about $442,225 at 4% or $294,817 at 6%; with 50% employer match about $294,817 at 4% or $196,544 at 6%; with 100% employer match about $221,113 at 4% or $147,408 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$228,009$35,378$17,689iApproximate average salary by contribution assumption: employee only about $442,225 at 4% or $294,817 at 6%; with 50% employer match about $294,817 at 4% or $196,544 at 6%; with 100% employer match about $221,113 at 4% or $147,408 at 6%.
200412$175,843$24,143$12,072iApproximate average salary by contribution assumption: employee only about $301,788 at 4% or $201,192 at 6%; with 50% employer match about $201,192 at 4% or $134,128 at 6%; with 100% employer match about $150,894 at 4% or $100,596 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$175,843$24,143$12,072iApproximate average salary by contribution assumption: employee only about $301,788 at 4% or $201,192 at 6%; with 50% employer match about $201,192 at 4% or $134,128 at 6%; with 100% employer match about $150,894 at 4% or $100,596 at 6%.
200312$121,675$54,942$27,471iApproximate average salary by contribution assumption: employee only about $686,775 at 4% or $457,850 at 6%; with 50% employer match about $457,850 at 4% or $305,233 at 6%; with 100% employer match about $343,388 at 4% or $228,925 at 6%.
Legacy Advisors LLC Profit Sharing Plan-2$121,675$54,942$27,471iApproximate average salary by contribution assumption: employee only about $686,775 at 4% or $457,850 at 6%; with 50% employer match about $457,850 at 4% or $305,233 at 6%; with 100% employer match about $343,388 at 4% or $228,925 at 6%.