THE LEGACY AT ST JOSEPHS
Plan context: THE LEGACY AT ST. JOSEPH'S 401(K) PROFIT SHARING PLAN AND T
EIN 39-0806866 • Kenosha, WI • 26 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$553,000
2024 Contributions
$50,125
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 | 32 | $553,000 | $50,125 | $1,566iApproximate average salary by contribution assumption: employee only about $39,160 at 4% or $26,107 at 6%; with 50% employer match about $26,107 at 4% or $17,405 at 6%; with 100% employer match about $19,580 at 4% or $13,053 at 6%. |
| THE LEGACY AT ST. JOSEPH'S 401(K) PROFIT SHARING PLAN AND T | - | 32 | $553,000 | $50,125 | $1,566iApproximate average salary by contribution assumption: employee only about $39,160 at 4% or $26,107 at 6%; with 50% employer match about $26,107 at 4% or $17,405 at 6%; with 100% employer match about $19,580 at 4% or $13,053 at 6%. |
| 2023 | 1 | 43 | $454,304 | $53,759 | $1,250iApproximate average salary by contribution assumption: employee only about $31,255 at 4% or $20,837 at 6%; with 50% employer match about $20,837 at 4% or $13,891 at 6%; with 100% employer match about $15,628 at 4% or $10,418 at 6%. |
| THE LEGACY AT ST. JOSEPH'S 401(K) PROFIT SHARING PLAN AND T | - | 43 | $454,304 | $53,759 | $1,250iApproximate average salary by contribution assumption: employee only about $31,255 at 4% or $20,837 at 6%; with 50% employer match about $20,837 at 4% or $13,891 at 6%; with 100% employer match about $15,628 at 4% or $10,418 at 6%. |
| 2022 | 1 | 53 | $569,038 | $70,528 | $1,331iApproximate average salary by contribution assumption: employee only about $33,268 at 4% or $22,179 at 6%; with 50% employer match about $22,179 at 4% or $14,786 at 6%; with 100% employer match about $16,634 at 4% or $11,089 at 6%. |
| THE LEGACY AT ST. JOSEPH'S 401(K) PROFIT SHARING PLAN AND T | - | 53 | $569,038 | $70,528 | $1,331iApproximate average salary by contribution assumption: employee only about $33,268 at 4% or $22,179 at 6%; with 50% employer match about $22,179 at 4% or $14,786 at 6%; with 100% employer match about $16,634 at 4% or $11,089 at 6%. |
| 2021 | 1 | 55 | $718,070 | $54,814 | $997iApproximate average salary by contribution assumption: employee only about $24,915 at 4% or $16,610 at 6%; with 50% employer match about $16,610 at 4% or $11,074 at 6%; with 100% employer match about $12,458 at 4% or $8,305 at 6%. |
| THE LEGACY AT ST JOSEPHS 401(K) PROFIT SHARING PLAN & TRUST | - | 55 | $718,070 | $54,814 | $997iApproximate average salary by contribution assumption: employee only about $24,915 at 4% or $16,610 at 6%; with 50% employer match about $16,610 at 4% or $11,074 at 6%; with 100% employer match about $12,458 at 4% or $8,305 at 6%. |
| 2020 | 1 | 25 | $1,047,783 | $44,710 | $1,788iApproximate average salary by contribution assumption: employee only about $44,710 at 4% or $29,807 at 6%; with 50% employer match about $29,807 at 4% or $19,871 at 6%; with 100% employer match about $22,355 at 4% or $14,903 at 6%. |
| ST JOSEPHS HOME OF OUR LADY OF 401(K) PROFIT SHARING PLAN & TRUST | - | 25 | $1,047,783 | $44,710 | $1,788iApproximate average salary by contribution assumption: employee only about $44,710 at 4% or $29,807 at 6%; with 50% employer match about $29,807 at 4% or $19,871 at 6%; with 100% employer match about $22,355 at 4% or $14,903 at 6%. |
| 2019 | 1 | 28 | $1,186,903 | $61,638 | $2,201iApproximate average salary by contribution assumption: employee only about $55,034 at 4% or $36,689 at 6%; with 50% employer match about $36,689 at 4% or $24,460 at 6%; with 100% employer match about $27,517 at 4% or $18,345 at 6%. |
| ST JOSEPHS HOME AND REHABILITA 401(K) PROFIT SHARING PLAN & TRUST | - | 28 | $1,186,903 | $61,638 | $2,201iApproximate average salary by contribution assumption: employee only about $55,034 at 4% or $36,689 at 6%; with 50% employer match about $36,689 at 4% or $24,460 at 6%; with 100% employer match about $27,517 at 4% or $18,345 at 6%. |
| 2018 | 1 | 28 | $971,108 | $61,253 | $2,188iApproximate average salary by contribution assumption: employee only about $54,690 at 4% or $36,460 at 6%; with 50% employer match about $36,460 at 4% or $24,307 at 6%; with 100% employer match about $27,345 at 4% or $18,230 at 6%. |
| ST JOSEPHS HOME AND REHABILITA 401 K PROFIT SHARING PLAN TRUST | - | 28 | $971,108 | $61,253 | $2,188iApproximate average salary by contribution assumption: employee only about $54,690 at 4% or $36,460 at 6%; with 50% employer match about $36,460 at 4% or $24,307 at 6%; with 100% employer match about $27,345 at 4% or $18,230 at 6%. |
| 2017 | 1 | 32 | $1,322,039 | $75,545 | $2,361iApproximate average salary by contribution assumption: employee only about $59,020 at 4% or $39,346 at 6%; with 50% employer match about $39,346 at 4% or $26,231 at 6%; with 100% employer match about $29,510 at 4% or $19,673 at 6%. |
| ST JOSEPHS HOME AND REHABILITA 401 K PROFIT SHARING PLAN TRUST | - | 32 | $1,322,039 | $75,545 | $2,361iApproximate average salary by contribution assumption: employee only about $59,020 at 4% or $39,346 at 6%; with 50% employer match about $39,346 at 4% or $26,231 at 6%; with 100% employer match about $29,510 at 4% or $19,673 at 6%. |
| 2016 | 1 | 32 | $1,142,631 | $78,697 | $2,459iApproximate average salary by contribution assumption: employee only about $61,482 at 4% or $40,988 at 6%; with 50% employer match about $40,988 at 4% or $27,325 at 6%; with 100% employer match about $30,741 at 4% or $20,494 at 6%. |
| ST JOSEPHS HOME AND REHABILITA 401 K PROFIT SHARING PLAN TRUST | - | 32 | $1,142,631 | $78,697 | $2,459iApproximate average salary by contribution assumption: employee only about $61,482 at 4% or $40,988 at 6%; with 50% employer match about $40,988 at 4% or $27,325 at 6%; with 100% employer match about $30,741 at 4% or $20,494 at 6%. |
| 2015 | 1 | 80 | $1,169,539 | $77,094 | $964iApproximate average salary by contribution assumption: employee only about $24,092 at 4% or $16,061 at 6%; with 50% employer match about $16,061 at 4% or $10,708 at 6%; with 100% employer match about $12,046 at 4% or $8,031 at 6%. |
| SAINT JOSEPHS HOME OF OUR LADY 401(K) PROFIT SHARING PLAN & TRUST | - | 80 | $1,169,539 | $77,094 | $964iApproximate average salary by contribution assumption: employee only about $24,092 at 4% or $16,061 at 6%; with 50% employer match about $16,061 at 4% or $10,708 at 6%; with 100% employer match about $12,046 at 4% or $8,031 at 6%. |
| 2014 | 1 | 102 | $1,123,978 | $77,001 | $755iApproximate average salary by contribution assumption: employee only about $18,873 at 4% or $12,582 at 6%; with 50% employer match about $12,582 at 4% or $8,388 at 6%; with 100% employer match about $9,436 at 4% or $6,291 at 6%. |
| SAINT JOSEPHS HOME OF OUR LADY 401(K) PROFIT SHARING PLAN & TRUST | - | 102 | $1,123,978 | $77,001 | $755iApproximate average salary by contribution assumption: employee only about $18,873 at 4% or $12,582 at 6%; with 50% employer match about $12,582 at 4% or $8,388 at 6%; with 100% employer match about $9,436 at 4% or $6,291 at 6%. |
| 2013 | 1 | 133 | $1,015,030 | $75,065 | $564iApproximate average salary by contribution assumption: employee only about $14,110 at 4% or $9,407 at 6%; with 50% employer match about $9,407 at 4% or $6,271 at 6%; with 100% employer match about $7,055 at 4% or $4,703 at 6%. |
| ST. JOSEPHS HOME AND REHABILITATION CENTER 401K PLAN | - | 133 | $1,015,030 | $75,065 | $564iApproximate average salary by contribution assumption: employee only about $14,110 at 4% or $9,407 at 6%; with 50% employer match about $9,407 at 4% or $6,271 at 6%; with 100% employer match about $7,055 at 4% or $4,703 at 6%. |
| 2012 | 1 | 128 | $811,917 | $68,767 | $537iApproximate average salary by contribution assumption: employee only about $13,431 at 4% or $8,954 at 6%; with 50% employer match about $8,954 at 4% or $5,969 at 6%; with 100% employer match about $6,716 at 4% or $4,477 at 6%. |
| ST. JOSEPHS HOME AND REHABILITATION CENTER 401K PLAN | - | 128 | $811,917 | $68,767 | $537iApproximate average salary by contribution assumption: employee only about $13,431 at 4% or $8,954 at 6%; with 50% employer match about $8,954 at 4% or $5,969 at 6%; with 100% employer match about $6,716 at 4% or $4,477 at 6%. |
| 2011 | 1 | 137 | $697,859 | $76,824 | $561iApproximate average salary by contribution assumption: employee only about $14,019 at 4% or $9,346 at 6%; with 50% employer match about $9,346 at 4% or $6,231 at 6%; with 100% employer match about $7,009 at 4% or $4,673 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 137 | $697,859 | $76,824 | $561iApproximate average salary by contribution assumption: employee only about $14,019 at 4% or $9,346 at 6%; with 50% employer match about $9,346 at 4% or $6,231 at 6%; with 100% employer match about $7,009 at 4% or $4,673 at 6%. |
| 2010 | 1 | 128 | $641,904 | $63,452 | $496iApproximate average salary by contribution assumption: employee only about $12,393 at 4% or $8,262 at 6%; with 50% employer match about $8,262 at 4% or $5,508 at 6%; with 100% employer match about $6,196 at 4% or $4,131 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 128 | $641,904 | $63,452 | $496iApproximate average salary by contribution assumption: employee only about $12,393 at 4% or $8,262 at 6%; with 50% employer match about $8,262 at 4% or $5,508 at 6%; with 100% employer match about $6,196 at 4% or $4,131 at 6%. |
| 2009 | 1 | 123 | $555,785 | $69,421 | $564iApproximate average salary by contribution assumption: employee only about $14,110 at 4% or $9,407 at 6%; with 50% employer match about $9,407 at 4% or $6,271 at 6%; with 100% employer match about $7,055 at 4% or $4,703 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 123 | $555,785 | $69,421 | $564iApproximate average salary by contribution assumption: employee only about $14,110 at 4% or $9,407 at 6%; with 50% employer match about $9,407 at 4% or $6,271 at 6%; with 100% employer match about $7,055 at 4% or $4,703 at 6%. |
| 2008 | 1 | 116 | $442,633 | $125,245 | $1,080iApproximate average salary by contribution assumption: employee only about $26,992 at 4% or $17,995 at 6%; with 50% employer match about $17,995 at 4% or $11,997 at 6%; with 100% employer match about $13,496 at 4% or $8,997 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 116 | $442,633 | $125,245 | $1,080iApproximate average salary by contribution assumption: employee only about $26,992 at 4% or $17,995 at 6%; with 50% employer match about $17,995 at 4% or $11,997 at 6%; with 100% employer match about $13,496 at 4% or $8,997 at 6%. |
| 2007 | 1 | 138 | $599,173 | $87,125 | $631iApproximate average salary by contribution assumption: employee only about $15,784 at 4% or $10,522 at 6%; with 50% employer match about $10,522 at 4% or $7,015 at 6%; with 100% employer match about $7,892 at 4% or $5,261 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 138 | $599,173 | $87,125 | $631iApproximate average salary by contribution assumption: employee only about $15,784 at 4% or $10,522 at 6%; with 50% employer match about $10,522 at 4% or $7,015 at 6%; with 100% employer match about $7,892 at 4% or $5,261 at 6%. |
| 2006 | 1 | 114 | $541,992 | $92,428 | $811iApproximate average salary by contribution assumption: employee only about $20,269 at 4% or $13,513 at 6%; with 50% employer match about $13,513 at 4% or $9,009 at 6%; with 100% employer match about $10,135 at 4% or $6,756 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 114 | $541,992 | $92,428 | $811iApproximate average salary by contribution assumption: employee only about $20,269 at 4% or $13,513 at 6%; with 50% employer match about $13,513 at 4% or $9,009 at 6%; with 100% employer match about $10,135 at 4% or $6,756 at 6%. |
| 2005 | 1 | 108 | $438,406 | $74,349 | $688iApproximate average salary by contribution assumption: employee only about $17,210 at 4% or $11,474 at 6%; with 50% employer match about $11,474 at 4% or $7,649 at 6%; with 100% employer match about $8,605 at 4% or $5,737 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 108 | $438,406 | $74,349 | $688iApproximate average salary by contribution assumption: employee only about $17,210 at 4% or $11,474 at 6%; with 50% employer match about $11,474 at 4% or $7,649 at 6%; with 100% employer match about $8,605 at 4% or $5,737 at 6%. |
| 2004 | 2 | 141 | $380,054 | $95,649 | $678iApproximate average salary by contribution assumption: employee only about $16,959 at 4% or $11,306 at 6%; with 50% employer match about $11,306 at 4% or $7,537 at 6%; with 100% employer match about $8,480 at 4% or $5,653 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401 K PLAN | - | 141 | $380,054 | $95,649 | $678iApproximate average salary by contribution assumption: employee only about $16,959 at 4% or $11,306 at 6%; with 50% employer match about $11,306 at 4% or $7,537 at 6%; with 100% employer match about $8,480 at 4% or $5,653 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 141 | - | - | - |
| 2003 | 1 | 135 | $274,342 | $90,760 | $672iApproximate average salary by contribution assumption: employee only about $16,807 at 4% or $11,205 at 6%; with 50% employer match about $11,205 at 4% or $7,470 at 6%; with 100% employer match about $8,404 at 4% or $5,602 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 135 | $274,342 | $90,760 | $672iApproximate average salary by contribution assumption: employee only about $16,807 at 4% or $11,205 at 6%; with 50% employer match about $11,205 at 4% or $7,470 at 6%; with 100% employer match about $8,404 at 4% or $5,602 at 6%. |
| 2002 | 1 | 158 | $166,727 | $110,568 | $700iApproximate average salary by contribution assumption: employee only about $17,495 at 4% or $11,663 at 6%; with 50% employer match about $11,663 at 4% or $7,776 at 6%; with 100% employer match about $8,747 at 4% or $5,832 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 158 | $166,727 | $110,568 | $700iApproximate average salary by contribution assumption: employee only about $17,495 at 4% or $11,663 at 6%; with 50% employer match about $11,663 at 4% or $7,776 at 6%; with 100% employer match about $8,747 at 4% or $5,832 at 6%. |
| 2001 | 1 | 136 | $130,547 | $111,185 | $818iApproximate average salary by contribution assumption: employee only about $20,438 at 4% or $13,626 at 6%; with 50% employer match about $13,626 at 4% or $9,084 at 6%; with 100% employer match about $10,219 at 4% or $6,813 at 6%. |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 136 | $130,547 | $111,185 | $818iApproximate average salary by contribution assumption: employee only about $20,438 at 4% or $13,626 at 6%; with 50% employer match about $13,626 at 4% or $9,084 at 6%; with 100% employer match about $10,219 at 4% or $6,813 at 6%. |
| 2000 | 1 | 143 | $0 | $0 | - |
| ST. JOSEPHS HOME FOR THE AGED 401K PLAN | - | 143 | - | - | - |