Civic Intelligence

Lawrence R. Lund Cfp

Plan context: Legacy Leaders 401K

EIN 46-2312850 • St. Charles, MO • 12 filings • 1 plans

1550 Wall St., Ste. 211St. Charles, MO 63303
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$526,347

2025 Contributions

$43,023

Historical Graphs

Total Assets Over Time

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

$526,347$263,174$0201420202025YearValue
$526,347Latest year 2025

Participants Over Time

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

210201420202025YearValue
2Latest year 2025

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
202512$526,347$43,023$21,512iApproximate average salary by contribution assumption: employee only about $537,788 at 4% or $358,525 at 6%; with 50% employer match about $358,525 at 4% or $239,017 at 6%; with 100% employer match about $268,894 at 4% or $179,263 at 6%.
Legacy Leaders 401K-2$526,347$43,023$21,512iApproximate average salary by contribution assumption: employee only about $537,788 at 4% or $358,525 at 6%; with 50% employer match about $358,525 at 4% or $239,017 at 6%; with 100% employer match about $268,894 at 4% or $179,263 at 6%.
202412$415,695$35,500$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
Legacy Leaders 401K-2$415,695$35,500$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
202312$340,973$42,097$21,049iApproximate average salary by contribution assumption: employee only about $526,213 at 4% or $350,808 at 6%; with 50% employer match about $350,808 at 4% or $233,872 at 6%; with 100% employer match about $263,106 at 4% or $175,404 at 6%.
Legacy Leaders 401K-2$340,973$42,097$21,049iApproximate average salary by contribution assumption: employee only about $526,213 at 4% or $350,808 at 6%; with 50% employer match about $350,808 at 4% or $233,872 at 6%; with 100% employer match about $263,106 at 4% or $175,404 at 6%.
202212$261,319$37,920$18,960iApproximate average salary by contribution assumption: employee only about $474,000 at 4% or $316,000 at 6%; with 50% employer match about $316,000 at 4% or $210,667 at 6%; with 100% employer match about $237,000 at 4% or $158,000 at 6%.
Legacy Leaders 401K-2$261,319$37,920$18,960iApproximate average salary by contribution assumption: employee only about $474,000 at 4% or $316,000 at 6%; with 50% employer match about $316,000 at 4% or $210,667 at 6%; with 100% employer match about $237,000 at 4% or $158,000 at 6%.
202112$253,378$36,930$18,465iApproximate average salary by contribution assumption: employee only about $461,625 at 4% or $307,750 at 6%; with 50% employer match about $307,750 at 4% or $205,167 at 6%; with 100% employer match about $230,813 at 4% or $153,875 at 6%.
Legacy Leaders 401K-2$253,378$36,930$18,465iApproximate average salary by contribution assumption: employee only about $461,625 at 4% or $307,750 at 6%; with 50% employer match about $307,750 at 4% or $205,167 at 6%; with 100% employer match about $230,813 at 4% or $153,875 at 6%.
202012$191,419$29,470$14,735iApproximate average salary by contribution assumption: employee only about $368,375 at 4% or $245,583 at 6%; with 50% employer match about $245,583 at 4% or $163,722 at 6%; with 100% employer match about $184,188 at 4% or $122,792 at 6%.
Legacy Leaders 401K-2$191,419$29,470$14,735iApproximate average salary by contribution assumption: employee only about $368,375 at 4% or $245,583 at 6%; with 50% employer match about $245,583 at 4% or $163,722 at 6%; with 100% employer match about $184,188 at 4% or $122,792 at 6%.
201912$143,025$4,922$2,461iApproximate average salary by contribution assumption: employee only about $61,525 at 4% or $41,017 at 6%; with 50% employer match about $41,017 at 4% or $27,344 at 6%; with 100% employer match about $30,763 at 4% or $20,508 at 6%.
Legacy Leaders 401K-2$143,025$4,922$2,461iApproximate average salary by contribution assumption: employee only about $61,525 at 4% or $41,017 at 6%; with 50% employer match about $41,017 at 4% or $27,344 at 6%; with 100% employer match about $30,763 at 4% or $20,508 at 6%.
201812$117,217$33,924$16,962iApproximate average salary by contribution assumption: employee only about $424,050 at 4% or $282,700 at 6%; with 50% employer match about $282,700 at 4% or $188,467 at 6%; with 100% employer match about $212,025 at 4% or $141,350 at 6%.
Legacy Leaders 401K-2$117,217$33,924$16,962iApproximate average salary by contribution assumption: employee only about $424,050 at 4% or $282,700 at 6%; with 50% employer match about $282,700 at 4% or $188,467 at 6%; with 100% employer match about $212,025 at 4% or $141,350 at 6%.
201712$86,817$24,585$12,293iApproximate average salary by contribution assumption: employee only about $307,313 at 4% or $204,875 at 6%; with 50% employer match about $204,875 at 4% or $136,583 at 6%; with 100% employer match about $153,656 at 4% or $102,438 at 6%.
Legacy Leaders 401K-2$86,817$24,585$12,293iApproximate average salary by contribution assumption: employee only about $307,313 at 4% or $204,875 at 6%; with 50% employer match about $204,875 at 4% or $136,583 at 6%; with 100% employer match about $153,656 at 4% or $102,438 at 6%.
201612$53,078$11,197$5,599iApproximate average salary by contribution assumption: employee only about $139,963 at 4% or $93,308 at 6%; with 50% employer match about $93,308 at 4% or $62,206 at 6%; with 100% employer match about $69,981 at 4% or $46,654 at 6%.
Legacy Leaders 401K-2$53,078$11,197$5,599iApproximate average salary by contribution assumption: employee only about $139,963 at 4% or $93,308 at 6%; with 50% employer match about $93,308 at 4% or $62,206 at 6%; with 100% employer match about $69,981 at 4% or $46,654 at 6%.
201512$38,571$11,340$5,670iApproximate average salary by contribution assumption: employee only about $141,750 at 4% or $94,500 at 6%; with 50% employer match about $94,500 at 4% or $63,000 at 6%; with 100% employer match about $70,875 at 4% or $47,250 at 6%.
Legacy Leaders 401K-2$38,571$11,340$5,670iApproximate average salary by contribution assumption: employee only about $141,750 at 4% or $94,500 at 6%; with 50% employer match about $94,500 at 4% or $63,000 at 6%; with 100% employer match about $70,875 at 4% or $47,250 at 6%.
201412$27,315$5,867$2,934iApproximate average salary by contribution assumption: employee only about $73,338 at 4% or $48,892 at 6%; with 50% employer match about $48,892 at 4% or $32,594 at 6%; with 100% employer match about $36,669 at 4% or $24,446 at 6%.
Legacy Leaders 401K-2$27,315$5,867$2,934iApproximate average salary by contribution assumption: employee only about $73,338 at 4% or $48,892 at 6%; with 50% employer match about $48,892 at 4% or $32,594 at 6%; with 100% employer match about $36,669 at 4% or $24,446 at 6%.