Legacy Retirement Advisors
Plan context: Legacy Retirement Advisors 401(K) Profit Sharing Plan & Trust
EIN 45-3687508 • Paso Robles, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$687,932
2024 Contributions
$156,433
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 | 2 | 4 | $687,932 | $156,433 | $39,108iApproximate average salary by contribution assumption: employee only about $977,706 at 4% or $651,804 at 6%; with 50% employer match about $651,804 at 4% or $434,536 at 6%; with 100% employer match about $488,853 at 4% or $325,902 at 6%. |
| Legacy Retirement Advisors 401(K) Profit Sharing Plan & Trust | - | 4 | $687,932 | $156,433 | $39,108iApproximate average salary by contribution assumption: employee only about $977,706 at 4% or $651,804 at 6%; with 50% employer match about $651,804 at 4% or $434,536 at 6%; with 100% employer match about $488,853 at 4% or $325,902 at 6%. |
| Legacy Retirement Advisors 401(K) Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2023 | 1 | 4 | $439,112 | $159,900 | $39,975iApproximate average salary by contribution assumption: employee only about $999,375 at 4% or $666,250 at 6%; with 50% employer match about $666,250 at 4% or $444,167 at 6%; with 100% employer match about $499,688 at 4% or $333,125 at 6%. |
| Legacy Retirement Advisors 401(K) Profit Sharing Plan & Trust | - | 4 | $439,112 | $159,900 | $39,975iApproximate average salary by contribution assumption: employee only about $999,375 at 4% or $666,250 at 6%; with 50% employer match about $666,250 at 4% or $444,167 at 6%; with 100% employer match about $499,688 at 4% or $333,125 at 6%. |
| 2022 | 1 | 4 | $243,153 | $144,926 | $36,232iApproximate average salary by contribution assumption: employee only about $905,788 at 4% or $603,858 at 6%; with 50% employer match about $603,858 at 4% or $402,572 at 6%; with 100% employer match about $452,894 at 4% or $301,929 at 6%. |
| Legacy Retirement Advisors 401(K) Profit Sharing Plan & Trust | - | 4 | $243,153 | $144,926 | $36,232iApproximate average salary by contribution assumption: employee only about $905,788 at 4% or $603,858 at 6%; with 50% employer match about $603,858 at 4% or $402,572 at 6%; with 100% employer match about $452,894 at 4% or $301,929 at 6%. |
| 2021 | 1 | 3 | $121,855 | $120,017 | $40,006iApproximate average salary by contribution assumption: employee only about $1,000,142 at 4% or $666,761 at 6%; with 50% employer match about $666,761 at 4% or $444,507 at 6%; with 100% employer match about $500,071 at 4% or $333,381 at 6%. |
| Legacy Retirement Advisors 401(K) Profit Sharing Plan & Trust | - | 3 | $121,855 | $120,017 | $40,006iApproximate average salary by contribution assumption: employee only about $1,000,142 at 4% or $666,761 at 6%; with 50% employer match about $666,761 at 4% or $444,507 at 6%; with 100% employer match about $500,071 at 4% or $333,381 at 6%. |