Civic Intelligence

Legacies Ltd.

Plan context: Legacies Ltd. Profit Sharing Plan

EIN 39-1759264 • Fox Point, WI • 12 filings • 2 plans

7922 N. Port Washington RoadFox Point, WI 53217
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$246,833

2011 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$282,362$141,181$0200020072011YearValue
$246,833Latest year 2011

Participants Over Time

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

530200020062011YearValue
5Latest year 2011

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
201125$246,833$0-
Legacies Ltd. Profit Sharing Plan-5$246,833$0-
Legacies Ltd. Profit Sharing Plan-0$0$0-
201015$257,409$0-
Legacies Ltd. Profit Sharing Plan-5$257,409$0-
200915$228,667$0-
Legacies Ltd. Profit Sharing Plan-5$228,667$0-
200814$179,897$0-
Legacies Ltd. Profit Sharing Plan-4$179,897--
200712$282,362$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Legacies Ltd. Profit Sharing Plan-2$282,362$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200614$243,523$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Legacies Ltd. Profit Sharing Plan-4$243,523$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200515$197,210$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Legacies Ltd. Profit Sharing Plan-5$197,210$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200313$139,335$17,619$5,873iApproximate average salary by contribution assumption: employee only about $146,825 at 4% or $97,883 at 6%; with 50% employer match about $97,883 at 4% or $65,256 at 6%; with 100% employer match about $73,413 at 4% or $48,942 at 6%.
Legacies Ltd. Profit Sharing Plan-3$139,335$17,619$5,873iApproximate average salary by contribution assumption: employee only about $146,825 at 4% or $97,883 at 6%; with 50% employer match about $97,883 at 4% or $65,256 at 6%; with 100% employer match about $73,413 at 4% or $48,942 at 6%.
200214$93,998$0-
Legacies Ltd. Profit Sharing Plan-4$93,998--
200115$0$0-
Legacies Ltd. Profit Sharing Plan-5---
200015$163,532$24,922$4,984iApproximate average salary by contribution assumption: employee only about $124,610 at 4% or $83,073 at 6%; with 50% employer match about $83,073 at 4% or $55,382 at 6%; with 100% employer match about $62,305 at 4% or $41,537 at 6%.
Legacies Ltd. Profit Sharing Plan-5$163,532$24,922$4,984iApproximate average salary by contribution assumption: employee only about $124,610 at 4% or $83,073 at 6%; with 50% employer match about $83,073 at 4% or $55,382 at 6%; with 100% employer match about $62,305 at 4% or $41,537 at 6%.