Civic Intelligence

Legacy Partners II LLC

Plan context: Legacy Partners II 401(K) Plan

EIN 47-2941697 • Harrison Township, MI • 7 filings • 1 plans

39833 Bridgeview StreetHarrison Township, MI 48045
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$1,590,611

2024 Contributions

$316,934

Historical Graphs

Total Assets Over Time

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

$1,590,611$795,306$0201820212024YearValue
$1,590,611Latest year 2024

Participants Over Time

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

30150201820212024YearValue
30Latest 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
2024130$1,590,611$316,934$10,564iApproximate average salary by contribution assumption: employee only about $264,112 at 4% or $176,074 at 6%; with 50% employer match about $176,074 at 4% or $117,383 at 6%; with 100% employer match about $132,056 at 4% or $88,037 at 6%.
Legacy Partners II 401(K) Plan-30$1,590,611$316,934$10,564iApproximate average salary by contribution assumption: employee only about $264,112 at 4% or $176,074 at 6%; with 50% employer match about $176,074 at 4% or $117,383 at 6%; with 100% employer match about $132,056 at 4% or $88,037 at 6%.
2023122$1,198,218$205,485$9,340iApproximate average salary by contribution assumption: employee only about $233,506 at 4% or $155,670 at 6%; with 50% employer match about $155,670 at 4% or $103,780 at 6%; with 100% employer match about $116,753 at 4% or $77,835 at 6%.
Legacy Partners II 401(K) Plan-22$1,198,218$205,485$9,340iApproximate average salary by contribution assumption: employee only about $233,506 at 4% or $155,670 at 6%; with 50% employer match about $155,670 at 4% or $103,780 at 6%; with 100% employer match about $116,753 at 4% or $77,835 at 6%.
2022130$934,937$231,480$7,716iApproximate average salary by contribution assumption: employee only about $192,900 at 4% or $128,600 at 6%; with 50% employer match about $128,600 at 4% or $85,733 at 6%; with 100% employer match about $96,450 at 4% or $64,300 at 6%.
Legacy Partners II 401(K) Plan-30$934,937$231,480$7,716iApproximate average salary by contribution assumption: employee only about $192,900 at 4% or $128,600 at 6%; with 50% employer match about $128,600 at 4% or $85,733 at 6%; with 100% employer match about $96,450 at 4% or $64,300 at 6%.
2021127$1,032,910$241,883$8,959iApproximate average salary by contribution assumption: employee only about $223,966 at 4% or $149,310 at 6%; with 50% employer match about $149,310 at 4% or $99,540 at 6%; with 100% employer match about $111,983 at 4% or $74,655 at 6%.
Legacy Partners II 401(K) Plan-27$1,032,910$241,883$8,959iApproximate average salary by contribution assumption: employee only about $223,966 at 4% or $149,310 at 6%; with 50% employer match about $149,310 at 4% or $99,540 at 6%; with 100% employer match about $111,983 at 4% or $74,655 at 6%.
2020122$758,712$162,928$7,406iApproximate average salary by contribution assumption: employee only about $185,145 at 4% or $123,430 at 6%; with 50% employer match about $123,430 at 4% or $82,287 at 6%; with 100% employer match about $92,573 at 4% or $61,715 at 6%.
Legacy Partners II 401(K) Plan-22$758,712$162,928$7,406iApproximate average salary by contribution assumption: employee only about $185,145 at 4% or $123,430 at 6%; with 50% employer match about $123,430 at 4% or $82,287 at 6%; with 100% employer match about $92,573 at 4% or $61,715 at 6%.
2019118$642,227$220,067$12,226iApproximate average salary by contribution assumption: employee only about $305,649 at 4% or $203,766 at 6%; with 50% employer match about $203,766 at 4% or $135,844 at 6%; with 100% employer match about $152,824 at 4% or $101,883 at 6%.
Legacy Partners II 401(K) Plan-18$642,227$220,067$12,226iApproximate average salary by contribution assumption: employee only about $305,649 at 4% or $203,766 at 6%; with 50% employer match about $203,766 at 4% or $135,844 at 6%; with 100% employer match about $152,824 at 4% or $101,883 at 6%.
2018117$370,455$390,233$22,955iApproximate average salary by contribution assumption: employee only about $573,872 at 4% or $382,581 at 6%; with 50% employer match about $382,581 at 4% or $255,054 at 6%; with 100% employer match about $286,936 at 4% or $191,291 at 6%.
Legacy Partners II 401(K) Plan-17$370,455$390,233$22,955iApproximate average salary by contribution assumption: employee only about $573,872 at 4% or $382,581 at 6%; with 50% employer match about $382,581 at 4% or $255,054 at 6%; with 100% employer match about $286,936 at 4% or $191,291 at 6%.