Civic Intelligence

Leblanc Wealth Advisors Inc.

Plan context: Legacy Financial Group Inc. 401K Profit Sharing Plan

EIN 45-4124776 • Vancouver, WA • 4 filings • 1 plans

5433 SE Scenic Lane Unit 102Vancouver, WA 98661
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$268,613

2015 Contributions

$40,500

Historical Graphs

Total Assets Over Time

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

$456,157$228,079$0201220132014YearValue
$268,613Latest year 2014

Participants Over Time

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

210201220132014YearValue
1Latest year 2014

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
201510$0$40,500-
Legacy Financial Group Inc. 401K Profit Sharing Plan-0-$40,500-
201411$268,613$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-1$268,613$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
201312$456,157$56,762$28,381iApproximate average salary by contribution assumption: employee only about $709,525 at 4% or $473,017 at 6%; with 50% employer match about $473,017 at 4% or $315,344 at 6%; with 100% employer match about $354,763 at 4% or $236,508 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-2$456,157$56,762$28,381iApproximate average salary by contribution assumption: employee only about $709,525 at 4% or $473,017 at 6%; with 50% employer match about $473,017 at 4% or $315,344 at 6%; with 100% employer match about $354,763 at 4% or $236,508 at 6%.
201212$335,734$56,638$28,319iApproximate average salary by contribution assumption: employee only about $707,975 at 4% or $471,983 at 6%; with 50% employer match about $471,983 at 4% or $314,656 at 6%; with 100% employer match about $353,988 at 4% or $235,992 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-2$335,734$56,638$28,319iApproximate average salary by contribution assumption: employee only about $707,975 at 4% or $471,983 at 6%; with 50% employer match about $471,983 at 4% or $314,656 at 6%; with 100% employer match about $353,988 at 4% or $235,992 at 6%.