Civic Intelligence

LEGACY PHILANTHROPY WORKS

Plan context: LEGACY PHILANTHROPY WORKS 401(K) PROFIT SHARING PLAN & TRUST

EIN 47-2584632 • Santa Barbara, CA • 2 filings • 1 plans

521 Santa Barbara StSanta Barbara, CA 93101-1611
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$82,428

2024 Contributions

$61,984

Historical Graphs

Total Assets Over Time

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

$82,428$41,214$020232024YearValue
$82,428Latest year 2024

Participants Over Time

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

2613020232024YearValue
26Latest 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
2024126$82,428$61,984$2,384iApproximate average salary by contribution assumption: employee only about $59,600 at 4% or $39,733 at 6%; with 50% employer match about $39,733 at 4% or $26,489 at 6%; with 100% employer match about $29,800 at 4% or $19,867 at 6%.
LEGACY PHILANTHROPY WORKS 401(K) PROFIT SHARING PLAN & TRUST-26$82,428$61,984$2,384iApproximate average salary by contribution assumption: employee only about $59,600 at 4% or $39,733 at 6%; with 50% employer match about $39,733 at 4% or $26,489 at 6%; with 100% employer match about $29,800 at 4% or $19,867 at 6%.
2023116$14,522$13,515$845iApproximate average salary by contribution assumption: employee only about $21,117 at 4% or $14,078 at 6%; with 50% employer match about $14,078 at 4% or $9,385 at 6%; with 100% employer match about $10,559 at 4% or $7,039 at 6%.
LEGACY PHILANTHROPY WORKS 401(K) PROFIT SHARING PLAN & TRUST-16$14,522$13,515$845iApproximate average salary by contribution assumption: employee only about $21,117 at 4% or $14,078 at 6%; with 50% employer match about $14,078 at 4% or $9,385 at 6%; with 100% employer match about $10,559 at 4% or $7,039 at 6%.