SILVERMAN LEGATE ADVISORY GROU
Plan context: SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST
EIN 46-3326716 • Frisco, TX • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$677,149
2025 Contributions
$148,407
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 | 6 | $677,149 | $148,407 | $24,735iApproximate average salary by contribution assumption: employee only about $618,363 at 4% or $412,242 at 6%; with 50% employer match about $412,242 at 4% or $274,828 at 6%; with 100% employer match about $309,181 at 4% or $206,121 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $677,149 | $148,407 | $24,735iApproximate average salary by contribution assumption: employee only about $618,363 at 4% or $412,242 at 6%; with 50% employer match about $412,242 at 4% or $274,828 at 6%; with 100% employer match about $309,181 at 4% or $206,121 at 6%. |
| 2024 | 1 | 7 | $552,324 | $118,410 | $16,916iApproximate average salary by contribution assumption: employee only about $422,893 at 4% or $281,929 at 6%; with 50% employer match about $281,929 at 4% or $187,952 at 6%; with 100% employer match about $211,446 at 4% or $140,964 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $552,324 | $118,410 | $16,916iApproximate average salary by contribution assumption: employee only about $422,893 at 4% or $281,929 at 6%; with 50% employer match about $281,929 at 4% or $187,952 at 6%; with 100% employer match about $211,446 at 4% or $140,964 at 6%. |
| 2023 | 1 | 6 | $396,451 | $127,229 | $21,205iApproximate average salary by contribution assumption: employee only about $530,121 at 4% or $353,414 at 6%; with 50% employer match about $353,414 at 4% or $235,609 at 6%; with 100% employer match about $265,060 at 4% or $176,707 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $396,451 | $127,229 | $21,205iApproximate average salary by contribution assumption: employee only about $530,121 at 4% or $353,414 at 6%; with 50% employer match about $353,414 at 4% or $235,609 at 6%; with 100% employer match about $265,060 at 4% or $176,707 at 6%. |
| 2022 | 1 | 6 | $283,959 | $108,077 | $18,013iApproximate average salary by contribution assumption: employee only about $450,321 at 4% or $300,214 at 6%; with 50% employer match about $300,214 at 4% or $200,143 at 6%; with 100% employer match about $225,160 at 4% or $150,107 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $283,959 | $108,077 | $18,013iApproximate average salary by contribution assumption: employee only about $450,321 at 4% or $300,214 at 6%; with 50% employer match about $300,214 at 4% or $200,143 at 6%; with 100% employer match about $225,160 at 4% or $150,107 at 6%. |
| 2021 | 1 | 6 | $305,379 | $115,007 | $19,168iApproximate average salary by contribution assumption: employee only about $479,196 at 4% or $319,464 at 6%; with 50% employer match about $319,464 at 4% or $212,976 at 6%; with 100% employer match about $239,598 at 4% or $159,732 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $305,379 | $115,007 | $19,168iApproximate average salary by contribution assumption: employee only about $479,196 at 4% or $319,464 at 6%; with 50% employer match about $319,464 at 4% or $212,976 at 6%; with 100% employer match about $239,598 at 4% or $159,732 at 6%. |
| 2020 | 1 | 5 | $482,844 | $61,160 | $12,232iApproximate average salary by contribution assumption: employee only about $305,800 at 4% or $203,867 at 6%; with 50% employer match about $203,867 at 4% or $135,911 at 6%; with 100% employer match about $152,900 at 4% or $101,933 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $482,844 | $61,160 | $12,232iApproximate average salary by contribution assumption: employee only about $305,800 at 4% or $203,867 at 6%; with 50% employer match about $203,867 at 4% or $135,911 at 6%; with 100% employer match about $152,900 at 4% or $101,933 at 6%. |
| 2019 | 1 | 4 | $313,389 | $95,590 | $23,898iApproximate average salary by contribution assumption: employee only about $597,438 at 4% or $398,292 at 6%; with 50% employer match about $398,292 at 4% or $265,528 at 6%; with 100% employer match about $298,719 at 4% or $199,146 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $313,389 | $95,590 | $23,898iApproximate average salary by contribution assumption: employee only about $597,438 at 4% or $398,292 at 6%; with 50% employer match about $398,292 at 4% or $265,528 at 6%; with 100% employer match about $298,719 at 4% or $199,146 at 6%. |
| 2018 | 1 | 5 | $167,295 | $86,717 | $17,343iApproximate average salary by contribution assumption: employee only about $433,585 at 4% or $289,057 at 6%; with 50% employer match about $289,057 at 4% or $192,704 at 6%; with 100% employer match about $216,793 at 4% or $144,528 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401 K PROFIT SHARING PLAN TRUST | - | 5 | $167,295 | $86,717 | $17,343iApproximate average salary by contribution assumption: employee only about $433,585 at 4% or $289,057 at 6%; with 50% employer match about $289,057 at 4% or $192,704 at 6%; with 100% employer match about $216,793 at 4% or $144,528 at 6%. |
| 2017 | 1 | 3 | $96,450 | $84,465 | $28,155iApproximate average salary by contribution assumption: employee only about $703,875 at 4% or $469,250 at 6%; with 50% employer match about $469,250 at 4% or $312,833 at 6%; with 100% employer match about $351,938 at 4% or $234,625 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401 K PROFIT SHARING PLAN TRUST | - | 3 | $96,450 | $84,465 | $28,155iApproximate average salary by contribution assumption: employee only about $703,875 at 4% or $469,250 at 6%; with 50% employer match about $469,250 at 4% or $312,833 at 6%; with 100% employer match about $351,938 at 4% or $234,625 at 6%. |
| 2016 | 1 | 5 | $8,836 | $8,671 | $1,734iApproximate average salary by contribution assumption: employee only about $43,355 at 4% or $28,903 at 6%; with 50% employer match about $28,903 at 4% or $19,269 at 6%; with 100% employer match about $21,678 at 4% or $14,452 at 6%. |
| SILVERMAN LEGATE ADVISORY GROU 401 K PROFIT SHARING PLAN TRUST | - | 5 | $8,836 | $8,671 | $1,734iApproximate average salary by contribution assumption: employee only about $43,355 at 4% or $28,903 at 6%; with 50% employer match about $28,903 at 4% or $19,269 at 6%; with 100% employer match about $21,678 at 4% or $14,452 at 6%. |