Civic Intelligence

Legacy Capital Partners Inc

Plan context: Legacy Capital Partners Inc

EIN 39-1165644 • Waukesha, WI • 19 filings • 5 plans

20700 Swenson Dr. Suite 400Waukesha, WI 53186
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$484,658

2022 Contributions

$75,345

Historical Graphs

Total Assets Over Time

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

$939,165$469,583$0200220132021YearValue
$484,658Latest year 2021

Participants Over Time

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

740200220132021YearValue
5Latest year 2021

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
202210$0$75,345-
Legacy Capital Partners Inc-0$0$75,345-
202115$484,658$146,259$29,252iApproximate average salary by contribution assumption: employee only about $731,295 at 4% or $487,530 at 6%; with 50% employer match about $487,530 at 4% or $325,020 at 6%; with 100% employer match about $365,648 at 4% or $243,765 at 6%.
Legacy Capital Partners Inc-5$484,658$146,259$29,252iApproximate average salary by contribution assumption: employee only about $731,295 at 4% or $487,530 at 6%; with 50% employer match about $487,530 at 4% or $325,020 at 6%; with 100% employer match about $365,648 at 4% or $243,765 at 6%.
202014$354,173$153,924$38,481iApproximate average salary by contribution assumption: employee only about $962,025 at 4% or $641,350 at 6%; with 50% employer match about $641,350 at 4% or $427,567 at 6%; with 100% employer match about $481,013 at 4% or $320,675 at 6%.
Legacy Capital Partners Inc-4$354,173$153,924$38,481iApproximate average salary by contribution assumption: employee only about $962,025 at 4% or $641,350 at 6%; with 50% employer match about $641,350 at 4% or $427,567 at 6%; with 100% employer match about $481,013 at 4% or $320,675 at 6%.
201916$320,161$153,631$25,605iApproximate average salary by contribution assumption: employee only about $640,129 at 4% or $426,753 at 6%; with 50% employer match about $426,753 at 4% or $284,502 at 6%; with 100% employer match about $320,065 at 4% or $213,376 at 6%.
Legacy Capital Partners Inc-6$320,161$153,631$25,605iApproximate average salary by contribution assumption: employee only about $640,129 at 4% or $426,753 at 6%; with 50% employer match about $426,753 at 4% or $284,502 at 6%; with 100% employer match about $320,065 at 4% or $213,376 at 6%.
201816$458,020$135,591$22,599iApproximate average salary by contribution assumption: employee only about $564,963 at 4% or $376,642 at 6%; with 50% employer match about $376,642 at 4% or $251,094 at 6%; with 100% employer match about $282,481 at 4% or $188,321 at 6%.
Legacy Capital Partners Inc-6$458,020$135,591$22,599iApproximate average salary by contribution assumption: employee only about $564,963 at 4% or $376,642 at 6%; with 50% employer match about $376,642 at 4% or $251,094 at 6%; with 100% employer match about $282,481 at 4% or $188,321 at 6%.
201717$939,165$120,581$17,226iApproximate average salary by contribution assumption: employee only about $430,646 at 4% or $287,098 at 6%; with 50% employer match about $287,098 at 4% or $191,398 at 6%; with 100% employer match about $215,323 at 4% or $143,549 at 6%.
Legacy Capital Partners Inc-7$939,165$120,581$17,226iApproximate average salary by contribution assumption: employee only about $430,646 at 4% or $287,098 at 6%; with 50% employer match about $287,098 at 4% or $191,398 at 6%; with 100% employer match about $215,323 at 4% or $143,549 at 6%.
201614$779,345$112,498$28,125iApproximate average salary by contribution assumption: employee only about $703,113 at 4% or $468,742 at 6%; with 50% employer match about $468,742 at 4% or $312,494 at 6%; with 100% employer match about $351,556 at 4% or $234,371 at 6%.
Legacy Capital Partners Inc-4$779,345$112,498$28,125iApproximate average salary by contribution assumption: employee only about $703,113 at 4% or $468,742 at 6%; with 50% employer match about $468,742 at 4% or $312,494 at 6%; with 100% employer match about $351,556 at 4% or $234,371 at 6%.
201515$655,071$126,799$25,360iApproximate average salary by contribution assumption: employee only about $633,995 at 4% or $422,663 at 6%; with 50% employer match about $422,663 at 4% or $281,776 at 6%; with 100% employer match about $316,998 at 4% or $211,332 at 6%.
Legacy Capital Partners Inc-5$655,071$126,799$25,360iApproximate average salary by contribution assumption: employee only about $633,995 at 4% or $422,663 at 6%; with 50% employer match about $422,663 at 4% or $281,776 at 6%; with 100% employer match about $316,998 at 4% or $211,332 at 6%.
201414$570,311$109,423$27,356iApproximate average salary by contribution assumption: employee only about $683,894 at 4% or $455,929 at 6%; with 50% employer match about $455,929 at 4% or $303,953 at 6%; with 100% employer match about $341,947 at 4% or $227,965 at 6%.
Legacy Capital Partners Inc-4$570,311$109,423$27,356iApproximate average salary by contribution assumption: employee only about $683,894 at 4% or $455,929 at 6%; with 50% employer match about $455,929 at 4% or $303,953 at 6%; with 100% employer match about $341,947 at 4% or $227,965 at 6%.
201314$537,269$105,113$26,278iApproximate average salary by contribution assumption: employee only about $656,956 at 4% or $437,971 at 6%; with 50% employer match about $437,971 at 4% or $291,981 at 6%; with 100% employer match about $328,478 at 4% or $218,985 at 6%.
Legacy Capital Partners Inc-4$537,269$105,113$26,278iApproximate average salary by contribution assumption: employee only about $656,956 at 4% or $437,971 at 6%; with 50% employer match about $437,971 at 4% or $291,981 at 6%; with 100% employer match about $328,478 at 4% or $218,985 at 6%.
201214$378,332$103,784$25,946iApproximate average salary by contribution assumption: employee only about $648,650 at 4% or $432,433 at 6%; with 50% employer match about $432,433 at 4% or $288,289 at 6%; with 100% employer match about $324,325 at 4% or $216,217 at 6%.
Legacy Capital Partners Inc-4$378,332$103,784$25,946iApproximate average salary by contribution assumption: employee only about $648,650 at 4% or $432,433 at 6%; with 50% employer match about $432,433 at 4% or $288,289 at 6%; with 100% employer match about $324,325 at 4% or $216,217 at 6%.
201114$266,643$98,606$24,652iApproximate average salary by contribution assumption: employee only about $616,288 at 4% or $410,858 at 6%; with 50% employer match about $410,858 at 4% or $273,906 at 6%; with 100% employer match about $308,144 at 4% or $205,429 at 6%.
Legacy Capital Partners Inc-4$266,643$98,606$24,652iApproximate average salary by contribution assumption: employee only about $616,288 at 4% or $410,858 at 6%; with 50% employer match about $410,858 at 4% or $273,906 at 6%; with 100% employer match about $308,144 at 4% or $205,429 at 6%.
201015$450,915$95,774$19,155iApproximate average salary by contribution assumption: employee only about $478,870 at 4% or $319,247 at 6%; with 50% employer match about $319,247 at 4% or $212,831 at 6%; with 100% employer match about $239,435 at 4% or $159,623 at 6%.
Legacy Capital Partners Inc-5$450,915$95,774$19,155iApproximate average salary by contribution assumption: employee only about $478,870 at 4% or $319,247 at 6%; with 50% employer match about $319,247 at 4% or $212,831 at 6%; with 100% employer match about $239,435 at 4% or $159,623 at 6%.
200915$377,254$92,643$18,529iApproximate average salary by contribution assumption: employee only about $463,215 at 4% or $308,810 at 6%; with 50% employer match about $308,810 at 4% or $205,873 at 6%; with 100% employer match about $231,607 at 4% or $154,405 at 6%.
Legacy Capital Partners Inc-5$377,254$92,643$18,529iApproximate average salary by contribution assumption: employee only about $463,215 at 4% or $308,810 at 6%; with 50% employer match about $308,810 at 4% or $205,873 at 6%; with 100% employer match about $231,607 at 4% or $154,405 at 6%.
200816$258,634$84,084$14,014iApproximate average salary by contribution assumption: employee only about $350,350 at 4% or $233,567 at 6%; with 50% employer match about $233,567 at 4% or $155,711 at 6%; with 100% employer match about $175,175 at 4% or $116,783 at 6%.
Legacy Capital Partners Inc-6$258,634$84,084$14,014iApproximate average salary by contribution assumption: employee only about $350,350 at 4% or $233,567 at 6%; with 50% employer match about $233,567 at 4% or $155,711 at 6%; with 100% employer match about $175,175 at 4% or $116,783 at 6%.
200716$379,539$71,918$11,986iApproximate average salary by contribution assumption: employee only about $299,658 at 4% or $199,772 at 6%; with 50% employer match about $199,772 at 4% or $133,181 at 6%; with 100% employer match about $149,829 at 4% or $99,886 at 6%.
Legacy Capital Partners Inc-6$379,539$71,918$11,986iApproximate average salary by contribution assumption: employee only about $299,658 at 4% or $199,772 at 6%; with 50% employer match about $199,772 at 4% or $133,181 at 6%; with 100% employer match about $149,829 at 4% or $99,886 at 6%.
200614$0$0-
Legacy Capital Partners Inc-4---
200414$158,183$71,805$17,951iApproximate average salary by contribution assumption: employee only about $448,781 at 4% or $299,188 at 6%; with 50% employer match about $299,188 at 4% or $199,458 at 6%; with 100% employer match about $224,391 at 4% or $149,594 at 6%.
Legacy Capital Partners Inc-4$158,183$71,805$17,951iApproximate average salary by contribution assumption: employee only about $448,781 at 4% or $299,188 at 6%; with 50% employer match about $299,188 at 4% or $199,458 at 6%; with 100% employer match about $224,391 at 4% or $149,594 at 6%.
200215$36,286$36,312$7,262iApproximate average salary by contribution assumption: employee only about $181,560 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,693 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%.
Legacy Capital Partners Inc-5$36,286$36,312$7,262iApproximate average salary by contribution assumption: employee only about $181,560 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,693 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%.