Civic Intelligence

The Legacy Group Inc.

Plan context: The Legacy Group Inc. 401(K) Plan

EIN 39-1962969 • Brookfield, WI • 17 filings • 5 plans

P. O. Box 2430Brookfield, WI 53008-2430
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,336,922

2023 Contributions

$1,170

Historical Graphs

Total Assets Over Time

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

$1,464,635$732,318$0200120152022YearValue
$1,336,922Latest year 2022

Participants Over Time

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

630200020152022YearValue
3Latest year 2022

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
202310$0$1,170-
The Legacy Group Inc. 401(K) Plan-0$0$1,170-
202213$1,336,922$46,225$15,408iApproximate average salary by contribution assumption: employee only about $385,208 at 4% or $256,806 at 6%; with 50% employer match about $256,806 at 4% or $171,204 at 6%; with 100% employer match about $192,604 at 4% or $128,403 at 6%.
The Legacy Group Inc. 401(K) Plan-3$1,336,922$46,225$15,408iApproximate average salary by contribution assumption: employee only about $385,208 at 4% or $256,806 at 6%; with 50% employer match about $256,806 at 4% or $171,204 at 6%; with 100% employer match about $192,604 at 4% or $128,403 at 6%.
202113$1,464,635$41,903$13,968iApproximate average salary by contribution assumption: employee only about $349,192 at 4% or $232,794 at 6%; with 50% employer match about $232,794 at 4% or $155,196 at 6%; with 100% employer match about $174,596 at 4% or $116,397 at 6%.
The Legacy Group Inc. 401(K) Plan-3$1,464,635$41,903$13,968iApproximate average salary by contribution assumption: employee only about $349,192 at 4% or $232,794 at 6%; with 50% employer match about $232,794 at 4% or $155,196 at 6%; with 100% employer match about $174,596 at 4% or $116,397 at 6%.
202013$1,265,026$44,719$14,906iApproximate average salary by contribution assumption: employee only about $372,658 at 4% or $248,439 at 6%; with 50% employer match about $248,439 at 4% or $165,626 at 6%; with 100% employer match about $186,329 at 4% or $124,219 at 6%.
The Legacy Group Inc. 401(K) Plan-3$1,265,026$44,719$14,906iApproximate average salary by contribution assumption: employee only about $372,658 at 4% or $248,439 at 6%; with 50% employer match about $248,439 at 4% or $165,626 at 6%; with 100% employer match about $186,329 at 4% or $124,219 at 6%.
201913$1,028,355$49,936$16,645iApproximate average salary by contribution assumption: employee only about $416,133 at 4% or $277,422 at 6%; with 50% employer match about $277,422 at 4% or $184,948 at 6%; with 100% employer match about $208,067 at 4% or $138,711 at 6%.
The Legacy Group Inc. 401(K) Plan-3$1,028,355$49,936$16,645iApproximate average salary by contribution assumption: employee only about $416,133 at 4% or $277,422 at 6%; with 50% employer match about $277,422 at 4% or $184,948 at 6%; with 100% employer match about $208,067 at 4% or $138,711 at 6%.
201813$898,872$45,706$15,235iApproximate average salary by contribution assumption: employee only about $380,883 at 4% or $253,922 at 6%; with 50% employer match about $253,922 at 4% or $169,281 at 6%; with 100% employer match about $190,442 at 4% or $126,961 at 6%.
The Legacy Group Inc. 401(K) Plan-3$898,872$45,706$15,235iApproximate average salary by contribution assumption: employee only about $380,883 at 4% or $253,922 at 6%; with 50% employer match about $253,922 at 4% or $169,281 at 6%; with 100% employer match about $190,442 at 4% or $126,961 at 6%.
201713$866,052$43,024$14,341iApproximate average salary by contribution assumption: employee only about $358,533 at 4% or $239,022 at 6%; with 50% employer match about $239,022 at 4% or $159,348 at 6%; with 100% employer match about $179,267 at 4% or $119,511 at 6%.
The Legacy Group Inc. 401(K) Plan-3$866,052$43,024$14,341iApproximate average salary by contribution assumption: employee only about $358,533 at 4% or $239,022 at 6%; with 50% employer match about $239,022 at 4% or $159,348 at 6%; with 100% employer match about $179,267 at 4% or $119,511 at 6%.
201613$754,379$42,305$14,102iApproximate average salary by contribution assumption: employee only about $352,542 at 4% or $235,028 at 6%; with 50% employer match about $235,028 at 4% or $156,685 at 6%; with 100% employer match about $176,271 at 4% or $117,514 at 6%.
The Legacy Group Inc. 401(K) Plan-3$754,379$42,305$14,102iApproximate average salary by contribution assumption: employee only about $352,542 at 4% or $235,028 at 6%; with 50% employer match about $235,028 at 4% or $156,685 at 6%; with 100% employer match about $176,271 at 4% or $117,514 at 6%.
201513$677,347$41,606$13,869iApproximate average salary by contribution assumption: employee only about $346,717 at 4% or $231,144 at 6%; with 50% employer match about $231,144 at 4% or $154,096 at 6%; with 100% employer match about $173,358 at 4% or $115,572 at 6%.
The Legacy Group Inc. 401(K) Plan-3$677,347$41,606$13,869iApproximate average salary by contribution assumption: employee only about $346,717 at 4% or $231,144 at 6%; with 50% employer match about $231,144 at 4% or $154,096 at 6%; with 100% employer match about $173,358 at 4% or $115,572 at 6%.
201414$683,044$42,895$10,724iApproximate average salary by contribution assumption: employee only about $268,094 at 4% or $178,729 at 6%; with 50% employer match about $178,729 at 4% or $119,153 at 6%; with 100% employer match about $134,047 at 4% or $89,365 at 6%.
The Legacy Group Inc. 401(K) Plan-4$683,044$42,895$10,724iApproximate average salary by contribution assumption: employee only about $268,094 at 4% or $178,729 at 6%; with 50% employer match about $178,729 at 4% or $119,153 at 6%; with 100% employer match about $134,047 at 4% or $89,365 at 6%.
201316$700,222$34,010$5,668iApproximate average salary by contribution assumption: employee only about $141,708 at 4% or $94,472 at 6%; with 50% employer match about $94,472 at 4% or $62,981 at 6%; with 100% employer match about $70,854 at 4% or $47,236 at 6%.
The Legacy Group Inc. 401(K) Plan-6$700,222$34,010$5,668iApproximate average salary by contribution assumption: employee only about $141,708 at 4% or $94,472 at 6%; with 50% employer match about $94,472 at 4% or $62,981 at 6%; with 100% employer match about $70,854 at 4% or $47,236 at 6%.
200614$248,870$40,796$10,199iApproximate average salary by contribution assumption: employee only about $254,975 at 4% or $169,983 at 6%; with 50% employer match about $169,983 at 4% or $113,322 at 6%; with 100% employer match about $127,488 at 4% or $84,992 at 6%.
The Legacy Group Inc. 401K Safe Harbor Plan-4$248,870$40,796$10,199iApproximate average salary by contribution assumption: employee only about $254,975 at 4% or $169,983 at 6%; with 50% employer match about $169,983 at 4% or $113,322 at 6%; with 100% employer match about $127,488 at 4% or $84,992 at 6%.
200513$182,818$34,600$11,533iApproximate average salary by contribution assumption: employee only about $288,333 at 4% or $192,222 at 6%; with 50% employer match about $192,222 at 4% or $128,148 at 6%; with 100% employer match about $144,167 at 4% or $96,111 at 6%.
The Legacy Group Inc. 401K Safe Harbor Plan-3$182,818$34,600$11,533iApproximate average salary by contribution assumption: employee only about $288,333 at 4% or $192,222 at 6%; with 50% employer match about $192,222 at 4% or $128,148 at 6%; with 100% employer match about $144,167 at 4% or $96,111 at 6%.
200414$186,223$38,835$9,709iApproximate average salary by contribution assumption: employee only about $242,719 at 4% or $161,813 at 6%; with 50% employer match about $161,813 at 4% or $107,875 at 6%; with 100% employer match about $121,359 at 4% or $80,906 at 6%.
The Legacy Group Inc. 401K Safe Harbor Plan-4$186,223$38,835$9,709iApproximate average salary by contribution assumption: employee only about $242,719 at 4% or $161,813 at 6%; with 50% employer match about $161,813 at 4% or $107,875 at 6%; with 100% employer match about $121,359 at 4% or $80,906 at 6%.
200315$127,828$34,869$6,974iApproximate average salary by contribution assumption: employee only about $174,345 at 4% or $116,230 at 6%; with 50% employer match about $116,230 at 4% or $77,487 at 6%; with 100% employer match about $87,173 at 4% or $58,115 at 6%.
The Legacy Group Inc. 401K Safe Harbor Plan-5$127,828$34,869$6,974iApproximate average salary by contribution assumption: employee only about $174,345 at 4% or $116,230 at 6%; with 50% employer match about $116,230 at 4% or $77,487 at 6%; with 100% employer match about $87,173 at 4% or $58,115 at 6%.
200116$59,573$35,434$5,906iApproximate average salary by contribution assumption: employee only about $147,642 at 4% or $98,428 at 6%; with 50% employer match about $98,428 at 4% or $65,619 at 6%; with 100% employer match about $73,821 at 4% or $49,214 at 6%.
The Legacy Group Inc. 401K Safe Harbor Plan-6$59,573$35,434$5,906iApproximate average salary by contribution assumption: employee only about $147,642 at 4% or $98,428 at 6%; with 50% employer match about $98,428 at 4% or $65,619 at 6%; with 100% employer match about $73,821 at 4% or $49,214 at 6%.
200015$0$0-
The Legacy Group Inc. 401K Safe Harbor Plan-5---