Kathy'S Legacy Inc.
Plan context: Kathy'S Legacy Foundation 401(K) Plan
EIN 46-3127920 • Carlsbad, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$59,665
2025 Contributions
$9,335
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $9,335 | - |
| Kathy'S Legacy Foundation 401(K) Plan | - | 0 | $0 | $9,335 | - |
| 2024 | 1 | 2 | $59,665 | $22,401 | $11,201iApproximate average salary by contribution assumption: employee only about $280,013 at 4% or $186,675 at 6%; with 50% employer match about $186,675 at 4% or $124,450 at 6%; with 100% employer match about $140,006 at 4% or $93,338 at 6%. |
| Kathy'S Legacy Foundation 401(K) Plan | - | 2 | $59,665 | $22,401 | $11,201iApproximate average salary by contribution assumption: employee only about $280,013 at 4% or $186,675 at 6%; with 50% employer match about $186,675 at 4% or $124,450 at 6%; with 100% employer match about $140,006 at 4% or $93,338 at 6%. |
| 2023 | 1 | 2 | $31,614 | $21,335 | $10,668iApproximate average salary by contribution assumption: employee only about $266,688 at 4% or $177,792 at 6%; with 50% employer match about $177,792 at 4% or $118,528 at 6%; with 100% employer match about $133,344 at 4% or $88,896 at 6%. |
| Kathy'S Legacy Foundation 401(K) Plan | - | 2 | $31,614 | $21,335 | $10,668iApproximate average salary by contribution assumption: employee only about $266,688 at 4% or $177,792 at 6%; with 50% employer match about $177,792 at 4% or $118,528 at 6%; with 100% employer match about $133,344 at 4% or $88,896 at 6%. |
| 2022 | 1 | 1 | $6,979 | $7,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Kathy'S Legacy Foundation 401(K) Plan | - | 1 | $6,979 | $7,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |