LEGACY RETIREMENT, INC.
Plan context: Legacy Retirement Plan
EIN 41-1953611 • Saint Paul, MN • 20 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
13
2020 Assets
$160,065
2020 Contributions
$17,391
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 13 | $160,065 | $0 | - |
| Legacy Retirement Plan | - | 13 | $160,065 | - | - |
| 2019 | 1 | 13 | $142,895 | $0 | - |
| Legacy Retirement Plan | - | 13 | $142,895 | - | - |
| 2018 | 1 | 15 | $199,973 | $0 | - |
| Legacy Retirement Plan | - | 15 | $199,973 | - | - |
| 2017 | 1 | 16 | $226,624 | $0 | - |
| Legacy Retirement Plan | - | 16 | $226,624 | - | - |
| 2016 | 1 | 18 | $213,217 | $0 | - |
| Legacy Retirement Plan | - | 18 | $213,217 | - | - |
| 2015 | 1 | 0 | $215,041 | $17,391 | - |
| Legacy Retirement Plan | - | 0 | $215,041 | $17,391 | - |
| 2014 | 1 | 106 | $295,941 | $29,702 | $280iApproximate average salary by contribution assumption: employee only about $7,005 at 4% or $4,670 at 6%; with 50% employer match about $4,670 at 4% or $3,113 at 6%; with 100% employer match about $3,503 at 4% or $2,335 at 6%. |
| Legacy Retirement Plan | - | 106 | $295,941 | $29,702 | $280iApproximate average salary by contribution assumption: employee only about $7,005 at 4% or $4,670 at 6%; with 50% employer match about $4,670 at 4% or $3,113 at 6%; with 100% employer match about $3,503 at 4% or $2,335 at 6%. |
| 2013 | 1 | 25 | $264,949 | $34,317 | $1,373iApproximate average salary by contribution assumption: employee only about $34,317 at 4% or $22,878 at 6%; with 50% employer match about $22,878 at 4% or $15,252 at 6%; with 100% employer match about $17,159 at 4% or $11,439 at 6%. |
| Legacy Retirement Plan | - | 25 | $264,949 | $34,317 | $1,373iApproximate average salary by contribution assumption: employee only about $34,317 at 4% or $22,878 at 6%; with 50% employer match about $22,878 at 4% or $15,252 at 6%; with 100% employer match about $17,159 at 4% or $11,439 at 6%. |
| 2012 | 1 | 27 | $232,288 | $30,651 | $1,135iApproximate average salary by contribution assumption: employee only about $28,381 at 4% or $18,920 at 6%; with 50% employer match about $18,920 at 4% or $12,614 at 6%; with 100% employer match about $14,190 at 4% or $9,460 at 6%. |
| Legacy Retirement Plan | - | 27 | $232,288 | $30,651 | $1,135iApproximate average salary by contribution assumption: employee only about $28,381 at 4% or $18,920 at 6%; with 50% employer match about $18,920 at 4% or $12,614 at 6%; with 100% employer match about $14,190 at 4% or $9,460 at 6%. |
| 2011 | 1 | 25 | $187,519 | $27,966 | $1,119iApproximate average salary by contribution assumption: employee only about $27,966 at 4% or $18,644 at 6%; with 50% employer match about $18,644 at 4% or $12,429 at 6%; with 100% employer match about $13,983 at 4% or $9,322 at 6%. |
| Legacy Retirement Plan | - | 25 | $187,519 | $27,966 | $1,119iApproximate average salary by contribution assumption: employee only about $27,966 at 4% or $18,644 at 6%; with 50% employer match about $18,644 at 4% or $12,429 at 6%; with 100% employer match about $13,983 at 4% or $9,322 at 6%. |
| 2010 | 1 | 27 | $174,011 | $24,826 | $919iApproximate average salary by contribution assumption: employee only about $22,987 at 4% or $15,325 at 6%; with 50% employer match about $15,325 at 4% or $10,216 at 6%; with 100% employer match about $11,494 at 4% or $7,662 at 6%. |
| Legacy Retirement Plan | - | 27 | $174,011 | $24,826 | $919iApproximate average salary by contribution assumption: employee only about $22,987 at 4% or $15,325 at 6%; with 50% employer match about $15,325 at 4% or $10,216 at 6%; with 100% employer match about $11,494 at 4% or $7,662 at 6%. |
| 2009 | 1 | 93 | $167,652 | $34,525 | $371iApproximate average salary by contribution assumption: employee only about $9,281 at 4% or $6,187 at 6%; with 50% employer match about $6,187 at 4% or $4,125 at 6%; with 100% employer match about $4,640 at 4% or $3,094 at 6%. |
| Legacy Retirement Plan | - | 93 | $167,652 | $34,525 | $371iApproximate average salary by contribution assumption: employee only about $9,281 at 4% or $6,187 at 6%; with 50% employer match about $6,187 at 4% or $4,125 at 6%; with 100% employer match about $4,640 at 4% or $3,094 at 6%. |
| 2008 | 2 | 95 | $129,579 | $41,282 | $435iApproximate average salary by contribution assumption: employee only about $10,864 at 4% or $7,242 at 6%; with 50% employer match about $7,242 at 4% or $4,828 at 6%; with 100% employer match about $5,432 at 4% or $3,621 at 6%. |
| Legacy Retirement Plan | - | 95 | $129,579 | $41,282 | $435iApproximate average salary by contribution assumption: employee only about $10,864 at 4% or $7,242 at 6%; with 50% employer match about $7,242 at 4% or $4,828 at 6%; with 100% employer match about $5,432 at 4% or $3,621 at 6%. |
| LEGACY ENDEAVORS, INC. HRA HEALTH REIMBURSEMENT ARRANGEMENT | - | 39 | - | - | - |
| 2007 | 1 | 85 | $122,577 | $35,176 | $414iApproximate average salary by contribution assumption: employee only about $10,346 at 4% or $6,897 at 6%; with 50% employer match about $6,897 at 4% or $4,598 at 6%; with 100% employer match about $5,173 at 4% or $3,449 at 6%. |
| Legacy Retirement Plan | - | 85 | $122,577 | $35,176 | $414iApproximate average salary by contribution assumption: employee only about $10,346 at 4% or $6,897 at 6%; with 50% employer match about $6,897 at 4% or $4,598 at 6%; with 100% employer match about $5,173 at 4% or $3,449 at 6%. |
| 2006 | 1 | 81 | $87,482 | $22,785 | $281iApproximate average salary by contribution assumption: employee only about $7,032 at 4% or $4,688 at 6%; with 50% employer match about $4,688 at 4% or $3,126 at 6%; with 100% employer match about $3,516 at 4% or $2,344 at 6%. |
| Legacy Retirement Plan | - | 81 | $87,482 | $22,785 | $281iApproximate average salary by contribution assumption: employee only about $7,032 at 4% or $4,688 at 6%; with 50% employer match about $4,688 at 4% or $3,126 at 6%; with 100% employer match about $3,516 at 4% or $2,344 at 6%. |
| 2005 | 1 | 66 | $57,085 | $18,916 | $287iApproximate average salary by contribution assumption: employee only about $7,165 at 4% or $4,777 at 6%; with 50% employer match about $4,777 at 4% or $3,185 at 6%; with 100% employer match about $3,583 at 4% or $2,388 at 6%. |
| Legacy Retirement Plan | - | 66 | $57,085 | $18,916 | $287iApproximate average salary by contribution assumption: employee only about $7,165 at 4% or $4,777 at 6%; with 50% employer match about $4,777 at 4% or $3,185 at 6%; with 100% employer match about $3,583 at 4% or $2,388 at 6%. |
| 2004 | 1 | 0 | $35,907 | $16,435 | - |
| Legacy Retirement Plan | - | 0 | $35,907 | $16,435 | - |
| 2003 | 1 | 52 | $0 | $0 | - |
| Legacy Retirement Plan | - | 52 | - | - | - |
| 2002 | 1 | 57 | $0 | $0 | - |
| Legacy Retirement Plan | - | 57 | - | - | - |