Civic Intelligence

Dorman Legacy Advisors LLC

Plan context: Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan

EIN 46-4239463 • Medina, OH • 15 filings • 2 plans

1093 Medina RoadSuite 201Medina, OH 44256
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,055,477

2024 Contributions

$61,787

Historical Graphs

Total Assets Over Time

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

$1,055,477$527,739$0201420192024YearValue
$1,055,477Latest year 2024

Participants Over Time

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

630201420192024YearValue
4Latest year 2024

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
202424$1,055,477$61,787$15,447iApproximate average salary by contribution assumption: employee only about $386,169 at 4% or $257,446 at 6%; with 50% employer match about $257,446 at 4% or $171,631 at 6%; with 100% employer match about $193,084 at 4% or $128,723 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-4$948,221$61,787$15,447iApproximate average salary by contribution assumption: employee only about $386,169 at 4% or $257,446 at 6%; with 50% employer match about $257,446 at 4% or $171,631 at 6%; with 100% employer match about $193,084 at 4% or $128,723 at 6%.
DORMAN LEGACY ADVISORS, LLC CASH BALANCE PENSION PLAN-3$107,256$0-
202324$911,939$46,256$11,564iApproximate average salary by contribution assumption: employee only about $289,100 at 4% or $192,733 at 6%; with 50% employer match about $192,733 at 4% or $128,489 at 6%; with 100% employer match about $144,550 at 4% or $96,367 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-4$808,280$46,256$11,564iApproximate average salary by contribution assumption: employee only about $289,100 at 4% or $192,733 at 6%; with 50% employer match about $192,733 at 4% or $128,489 at 6%; with 100% employer match about $144,550 at 4% or $96,367 at 6%.
DORMAN LEGACY ADVISORS, LLC CASH BALANCE PENSION PLAN-3$103,659$0-
202225$778,125$159,917$31,983iApproximate average salary by contribution assumption: employee only about $799,585 at 4% or $533,057 at 6%; with 50% employer match about $533,057 at 4% or $355,371 at 6%; with 100% employer match about $399,793 at 4% or $266,528 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-5$676,625$68,725$13,745iApproximate average salary by contribution assumption: employee only about $343,625 at 4% or $229,083 at 6%; with 50% employer match about $229,083 at 4% or $152,722 at 6%; with 100% employer match about $171,813 at 4% or $114,542 at 6%.
DORMAN LEGACY ADVISORS, LLC CASH BALANCE PENSION PLAN-4$101,500$91,192$22,798iApproximate average salary by contribution assumption: employee only about $569,950 at 4% or $379,967 at 6%; with 50% employer match about $379,967 at 4% or $253,311 at 6%; with 100% employer match about $284,975 at 4% or $189,983 at 6%.
202126$754,189$72,356$12,059iApproximate average salary by contribution assumption: employee only about $301,483 at 4% or $200,989 at 6%; with 50% employer match about $200,989 at 4% or $133,993 at 6%; with 100% employer match about $150,742 at 4% or $100,494 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-6$744,189$62,356$10,393iApproximate average salary by contribution assumption: employee only about $259,817 at 4% or $173,211 at 6%; with 50% employer match about $173,211 at 4% or $115,474 at 6%; with 100% employer match about $129,908 at 4% or $86,606 at 6%.
DORMAN LEGACY ADVISORS, LLC CASH BALANCE PENSION PLAN-4$10,000$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
202015$570,706$46,987$9,397iApproximate average salary by contribution assumption: employee only about $234,935 at 4% or $156,623 at 6%; with 50% employer match about $156,623 at 4% or $104,416 at 6%; with 100% employer match about $117,468 at 4% or $78,312 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-5$570,706$46,987$9,397iApproximate average salary by contribution assumption: employee only about $234,935 at 4% or $156,623 at 6%; with 50% employer match about $156,623 at 4% or $104,416 at 6%; with 100% employer match about $117,468 at 4% or $78,312 at 6%.
201915$453,707$41,615$8,323iApproximate average salary by contribution assumption: employee only about $208,075 at 4% or $138,717 at 6%; with 50% employer match about $138,717 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,358 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-5$453,707$41,615$8,323iApproximate average salary by contribution assumption: employee only about $208,075 at 4% or $138,717 at 6%; with 50% employer match about $138,717 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,358 at 6%.
201815$326,408$33,597$6,719iApproximate average salary by contribution assumption: employee only about $167,985 at 4% or $111,990 at 6%; with 50% employer match about $111,990 at 4% or $74,660 at 6%; with 100% employer match about $83,993 at 4% or $55,995 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-5$326,408$33,597$6,719iApproximate average salary by contribution assumption: employee only about $167,985 at 4% or $111,990 at 6%; with 50% employer match about $111,990 at 4% or $74,660 at 6%; with 100% employer match about $83,993 at 4% or $55,995 at 6%.
201716$420,773$29,529$4,922iApproximate average salary by contribution assumption: employee only about $123,038 at 4% or $82,025 at 6%; with 50% employer match about $82,025 at 4% or $54,683 at 6%; with 100% employer match about $61,519 at 4% or $41,013 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-6$420,773$29,529$4,922iApproximate average salary by contribution assumption: employee only about $123,038 at 4% or $82,025 at 6%; with 50% employer match about $82,025 at 4% or $54,683 at 6%; with 100% employer match about $61,519 at 4% or $41,013 at 6%.
201615$337,768$36,050$7,210iApproximate average salary by contribution assumption: employee only about $180,250 at 4% or $120,167 at 6%; with 50% employer match about $120,167 at 4% or $80,111 at 6%; with 100% employer match about $90,125 at 4% or $60,083 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-5$337,768$36,050$7,210iApproximate average salary by contribution assumption: employee only about $180,250 at 4% or $120,167 at 6%; with 50% employer match about $120,167 at 4% or $80,111 at 6%; with 100% employer match about $90,125 at 4% or $60,083 at 6%.
201514$271,202$61,174$15,294iApproximate average salary by contribution assumption: employee only about $382,338 at 4% or $254,892 at 6%; with 50% employer match about $254,892 at 4% or $169,928 at 6%; with 100% employer match about $191,169 at 4% or $127,446 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-4$271,202$61,174$15,294iApproximate average salary by contribution assumption: employee only about $382,338 at 4% or $254,892 at 6%; with 50% employer match about $254,892 at 4% or $169,928 at 6%; with 100% employer match about $191,169 at 4% or $127,446 at 6%.
201414$219,427$208,469$52,117iApproximate average salary by contribution assumption: employee only about $1,302,931 at 4% or $868,621 at 6%; with 50% employer match about $868,621 at 4% or $579,081 at 6%; with 100% employer match about $651,466 at 4% or $434,310 at 6%.
Dorman Legacy Advisors LLC 401(K) Profit Sharing Plan-4$219,427$208,469$52,117iApproximate average salary by contribution assumption: employee only about $1,302,931 at 4% or $868,621 at 6%; with 50% employer match about $868,621 at 4% or $579,081 at 6%; with 100% employer match about $651,466 at 4% or $434,310 at 6%.