Civic Intelligence

Legend Financial Services

Plan context: Legend Financial Services Profit Sharing Plan

EIN 51-0504322 • Holbrook, NY • 22 filings • 3 plans

4250 Veterans' Memorial Hwy.Ste. 420EHolbrook, NY 11741
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,810,467

2024 Contributions

$21,451

Historical Graphs

Total Assets Over Time

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

$2,278,623$1,139,312$0200320142024YearValue
$1,810,467Latest year 2024

Participants Over Time

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

320200320142024YearValue
2Latest 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
202412$1,810,467$21,451$10,726iApproximate average salary by contribution assumption: employee only about $268,138 at 4% or $178,758 at 6%; with 50% employer match about $178,758 at 4% or $119,172 at 6%; with 100% employer match about $134,069 at 4% or $89,379 at 6%.
Legend Financial Services Profit Sharing Plan-2$1,810,467$21,451$10,726iApproximate average salary by contribution assumption: employee only about $268,138 at 4% or $178,758 at 6%; with 50% employer match about $178,758 at 4% or $119,172 at 6%; with 100% employer match about $134,069 at 4% or $89,379 at 6%.
202312$1,920,136$28,525$14,263iApproximate average salary by contribution assumption: employee only about $356,563 at 4% or $237,708 at 6%; with 50% employer match about $237,708 at 4% or $158,472 at 6%; with 100% employer match about $178,281 at 4% or $118,854 at 6%.
Legend Financial Services Profit Sharing Plan-2$1,920,136$28,525$14,263iApproximate average salary by contribution assumption: employee only about $356,563 at 4% or $237,708 at 6%; with 50% employer match about $237,708 at 4% or $158,472 at 6%; with 100% employer match about $178,281 at 4% or $118,854 at 6%.
202213$1,442,936$23,184$7,728iApproximate average salary by contribution assumption: employee only about $193,200 at 4% or $128,800 at 6%; with 50% employer match about $128,800 at 4% or $85,867 at 6%; with 100% employer match about $96,600 at 4% or $64,400 at 6%.
Legend Financial Services Profit Sharing Plan-3$1,442,936$23,184$7,728iApproximate average salary by contribution assumption: employee only about $193,200 at 4% or $128,800 at 6%; with 50% employer match about $128,800 at 4% or $85,867 at 6%; with 100% employer match about $96,600 at 4% or $64,400 at 6%.
202113$2,278,623$38,969$12,990iApproximate average salary by contribution assumption: employee only about $324,742 at 4% or $216,494 at 6%; with 50% employer match about $216,494 at 4% or $144,330 at 6%; with 100% employer match about $162,371 at 4% or $108,247 at 6%.
Legend Financial Services Profit Sharing Plan-3$2,278,623$38,969$12,990iApproximate average salary by contribution assumption: employee only about $324,742 at 4% or $216,494 at 6%; with 50% employer match about $216,494 at 4% or $144,330 at 6%; with 100% employer match about $162,371 at 4% or $108,247 at 6%.
202012$1,952,068$32,308$16,154iApproximate average salary by contribution assumption: employee only about $403,850 at 4% or $269,233 at 6%; with 50% employer match about $269,233 at 4% or $179,489 at 6%; with 100% employer match about $201,925 at 4% or $134,617 at 6%.
Legend Financial Services Profit Sharing Plan-2$1,952,068$32,308$16,154iApproximate average salary by contribution assumption: employee only about $403,850 at 4% or $269,233 at 6%; with 50% employer match about $269,233 at 4% or $179,489 at 6%; with 100% employer match about $201,925 at 4% or $134,617 at 6%.
201912$1,413,018$30,328$15,164iApproximate average salary by contribution assumption: employee only about $379,100 at 4% or $252,733 at 6%; with 50% employer match about $252,733 at 4% or $168,489 at 6%; with 100% employer match about $189,550 at 4% or $126,367 at 6%.
Legend Financial Services Profit Sharing Plan-2$1,413,018$30,328$15,164iApproximate average salary by contribution assumption: employee only about $379,100 at 4% or $252,733 at 6%; with 50% employer match about $252,733 at 4% or $168,489 at 6%; with 100% employer match about $189,550 at 4% or $126,367 at 6%.
201812$1,054,893$23,272$11,636iApproximate average salary by contribution assumption: employee only about $290,900 at 4% or $193,933 at 6%; with 50% employer match about $193,933 at 4% or $129,289 at 6%; with 100% employer match about $145,450 at 4% or $96,967 at 6%.
Legend Financial Services Profit Sharing Plan-2$1,054,893$23,272$11,636iApproximate average salary by contribution assumption: employee only about $290,900 at 4% or $193,933 at 6%; with 50% employer match about $193,933 at 4% or $129,289 at 6%; with 100% employer match about $145,450 at 4% or $96,967 at 6%.
201712$1,003,375$25,405$12,703iApproximate average salary by contribution assumption: employee only about $317,563 at 4% or $211,708 at 6%; with 50% employer match about $211,708 at 4% or $141,139 at 6%; with 100% employer match about $158,781 at 4% or $105,854 at 6%.
Legend Financial Services Profit Sharing Plan-2$1,003,375$25,405$12,703iApproximate average salary by contribution assumption: employee only about $317,563 at 4% or $211,708 at 6%; with 50% employer match about $211,708 at 4% or $141,139 at 6%; with 100% employer match about $158,781 at 4% or $105,854 at 6%.
201612$699,174$29,043$14,522iApproximate average salary by contribution assumption: employee only about $363,038 at 4% or $242,025 at 6%; with 50% employer match about $242,025 at 4% or $161,350 at 6%; with 100% employer match about $181,519 at 4% or $121,013 at 6%.
Legend Financial Services Profit Sharing Plan-2$699,174$29,043$14,522iApproximate average salary by contribution assumption: employee only about $363,038 at 4% or $242,025 at 6%; with 50% employer match about $242,025 at 4% or $161,350 at 6%; with 100% employer match about $181,519 at 4% or $121,013 at 6%.
201512$608,370$37,375$18,688iApproximate average salary by contribution assumption: employee only about $467,188 at 4% or $311,458 at 6%; with 50% employer match about $311,458 at 4% or $207,639 at 6%; with 100% employer match about $233,594 at 4% or $155,729 at 6%.
Legend Financial Services Profit Sharing Plan-2$608,370$37,375$18,688iApproximate average salary by contribution assumption: employee only about $467,188 at 4% or $311,458 at 6%; with 50% employer match about $311,458 at 4% or $207,639 at 6%; with 100% employer match about $233,594 at 4% or $155,729 at 6%.
201412$703,610$32,624$16,312iApproximate average salary by contribution assumption: employee only about $407,800 at 4% or $271,867 at 6%; with 50% employer match about $271,867 at 4% or $181,244 at 6%; with 100% employer match about $203,900 at 4% or $135,933 at 6%.
Legend Financial Services Profit Sharing Plan-2$703,610$32,624$16,312iApproximate average salary by contribution assumption: employee only about $407,800 at 4% or $271,867 at 6%; with 50% employer match about $271,867 at 4% or $181,244 at 6%; with 100% employer match about $203,900 at 4% or $135,933 at 6%.
201312$706,016$39,496$19,748iApproximate average salary by contribution assumption: employee only about $493,700 at 4% or $329,133 at 6%; with 50% employer match about $329,133 at 4% or $219,422 at 6%; with 100% employer match about $246,850 at 4% or $164,567 at 6%.
Legend Financial Services Profit Sharing Plan-2$706,016$39,496$19,748iApproximate average salary by contribution assumption: employee only about $493,700 at 4% or $329,133 at 6%; with 50% employer match about $329,133 at 4% or $219,422 at 6%; with 100% employer match about $246,850 at 4% or $164,567 at 6%.
201212$531,646$26,958$13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%.
Legend Financial Services Profit Sharing Plan-2$531,646$26,958$13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%.
201112$468,458$52,329$26,165iApproximate average salary by contribution assumption: employee only about $654,113 at 4% or $436,075 at 6%; with 50% employer match about $436,075 at 4% or $290,717 at 6%; with 100% employer match about $327,056 at 4% or $218,038 at 6%.
Legend Financial Services Profit Sharing Plan-2$468,458$52,329$26,165iApproximate average salary by contribution assumption: employee only about $654,113 at 4% or $436,075 at 6%; with 50% employer match about $436,075 at 4% or $290,717 at 6%; with 100% employer match about $327,056 at 4% or $218,038 at 6%.
201012$480,967$46,061$23,031iApproximate average salary by contribution assumption: employee only about $575,763 at 4% or $383,842 at 6%; with 50% employer match about $383,842 at 4% or $255,894 at 6%; with 100% employer match about $287,881 at 4% or $191,921 at 6%.
Legend Financial Services Profit Sharing Plan-2$480,967$46,061$23,031iApproximate average salary by contribution assumption: employee only about $575,763 at 4% or $383,842 at 6%; with 50% employer match about $383,842 at 4% or $255,894 at 6%; with 100% employer match about $287,881 at 4% or $191,921 at 6%.
200912$386,489$23,695$11,848iApproximate average salary by contribution assumption: employee only about $296,188 at 4% or $197,458 at 6%; with 50% employer match about $197,458 at 4% or $131,639 at 6%; with 100% employer match about $148,094 at 4% or $98,729 at 6%.
Legend Financial Services Profit Sharing Plan-2$386,489$23,695$11,848iApproximate average salary by contribution assumption: employee only about $296,188 at 4% or $197,458 at 6%; with 50% employer match about $197,458 at 4% or $131,639 at 6%; with 100% employer match about $148,094 at 4% or $98,729 at 6%.
200812$199,997$56,201$28,101iApproximate average salary by contribution assumption: employee only about $702,513 at 4% or $468,342 at 6%; with 50% employer match about $468,342 at 4% or $312,228 at 6%; with 100% employer match about $351,256 at 4% or $234,171 at 6%.
Legend Financial Services Profit Sharing Plan-2$199,997$56,201$28,101iApproximate average salary by contribution assumption: employee only about $702,513 at 4% or $468,342 at 6%; with 50% employer match about $468,342 at 4% or $312,228 at 6%; with 100% employer match about $351,256 at 4% or $234,171 at 6%.
200712$351,421$55,201$27,601iApproximate average salary by contribution assumption: employee only about $690,013 at 4% or $460,008 at 6%; with 50% employer match about $460,008 at 4% or $306,672 at 6%; with 100% employer match about $345,006 at 4% or $230,004 at 6%.
Legend Financial Services Profit Sharing Plan-2$351,421$55,201$27,601iApproximate average salary by contribution assumption: employee only about $690,013 at 4% or $460,008 at 6%; with 50% employer match about $460,008 at 4% or $306,672 at 6%; with 100% employer match about $345,006 at 4% or $230,004 at 6%.
200612$196,761$55,244$27,622iApproximate average salary by contribution assumption: employee only about $690,550 at 4% or $460,367 at 6%; with 50% employer match about $460,367 at 4% or $306,911 at 6%; with 100% employer match about $345,275 at 4% or $230,183 at 6%.
Legend Financial Services Profit Sharing Plan-2$196,761$55,244$27,622iApproximate average salary by contribution assumption: employee only about $690,550 at 4% or $460,367 at 6%; with 50% employer match about $460,367 at 4% or $306,911 at 6%; with 100% employer match about $345,275 at 4% or $230,183 at 6%.
200512$140,273$43,920$21,960iApproximate average salary by contribution assumption: employee only about $549,000 at 4% or $366,000 at 6%; with 50% employer match about $366,000 at 4% or $244,000 at 6%; with 100% employer match about $274,500 at 4% or $183,000 at 6%.
Legend Financial Services Profit Sharing Plan-2$140,273$43,920$21,960iApproximate average salary by contribution assumption: employee only about $549,000 at 4% or $366,000 at 6%; with 50% employer match about $366,000 at 4% or $244,000 at 6%; with 100% employer match about $274,500 at 4% or $183,000 at 6%.
200412$0$0-
Legend Financial Services Profit Sharing Plan-2---
200312$30,544$30,544$15,272iApproximate average salary by contribution assumption: employee only about $381,800 at 4% or $254,533 at 6%; with 50% employer match about $254,533 at 4% or $169,689 at 6%; with 100% employer match about $190,900 at 4% or $127,267 at 6%.
Legend Financial Services Profit Sharing Plan-2$30,544$30,544$15,272iApproximate average salary by contribution assumption: employee only about $381,800 at 4% or $254,533 at 6%; with 50% employer match about $254,533 at 4% or $169,689 at 6%; with 100% employer match about $190,900 at 4% or $127,267 at 6%.