Legacy Advisors LLC
Plan context: Legacy Advisors 401K Plan
EIN 54-1831247 • Reston, VA • 20 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
22
2019 Assets
$1,049,156
2019 Contributions
$4,989
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $4,989 | - |
| Legacy Advisors 401K Plan | - | 0 | $0 | $4,989 | - |
| 2018 | 1 | 22 | $1,049,156 | $183,832 | $8,356iApproximate average salary by contribution assumption: employee only about $208,900 at 4% or $139,267 at 6%; with 50% employer match about $139,267 at 4% or $92,844 at 6%; with 100% employer match about $104,450 at 4% or $69,633 at 6%. |
| Legacy Advisors 401K Plan | - | 22 | $1,049,156 | $183,832 | $8,356iApproximate average salary by contribution assumption: employee only about $208,900 at 4% or $139,267 at 6%; with 50% employer match about $139,267 at 4% or $92,844 at 6%; with 100% employer match about $104,450 at 4% or $69,633 at 6%. |
| 2017 | 1 | 17 | $1,103,301 | $125,359 | $7,374iApproximate average salary by contribution assumption: employee only about $184,351 at 4% or $122,901 at 6%; with 50% employer match about $122,901 at 4% or $81,934 at 6%; with 100% employer match about $92,176 at 4% or $61,450 at 6%. |
| Legacy Advisors 401K Plan | - | 17 | $1,103,301 | $125,359 | $7,374iApproximate average salary by contribution assumption: employee only about $184,351 at 4% or $122,901 at 6%; with 50% employer match about $122,901 at 4% or $81,934 at 6%; with 100% employer match about $92,176 at 4% or $61,450 at 6%. |
| 2016 | 1 | 17 | $847,128 | $151,490 | $8,911iApproximate average salary by contribution assumption: employee only about $222,779 at 4% or $148,520 at 6%; with 50% employer match about $148,520 at 4% or $99,013 at 6%; with 100% employer match about $111,390 at 4% or $74,260 at 6%. |
| Legacy Advisors 401K Plan | - | 17 | $847,128 | $151,490 | $8,911iApproximate average salary by contribution assumption: employee only about $222,779 at 4% or $148,520 at 6%; with 50% employer match about $148,520 at 4% or $99,013 at 6%; with 100% employer match about $111,390 at 4% or $74,260 at 6%. |
| 2015 | 1 | 16 | $681,313 | $123,965 | $7,748iApproximate average salary by contribution assumption: employee only about $193,695 at 4% or $129,130 at 6%; with 50% employer match about $129,130 at 4% or $86,087 at 6%; with 100% employer match about $96,848 at 4% or $64,565 at 6%. |
| Legacy Advisors 401K Plan | - | 16 | $681,313 | $123,965 | $7,748iApproximate average salary by contribution assumption: employee only about $193,695 at 4% or $129,130 at 6%; with 50% employer match about $129,130 at 4% or $86,087 at 6%; with 100% employer match about $96,848 at 4% or $64,565 at 6%. |
| 2014 | 1 | 15 | $1,011,789 | $97,324 | $6,488iApproximate average salary by contribution assumption: employee only about $162,207 at 4% or $108,138 at 6%; with 50% employer match about $108,138 at 4% or $72,092 at 6%; with 100% employer match about $81,103 at 4% or $54,069 at 6%. |
| Legacy Advisors 401K Plan | - | 15 | $1,011,789 | $97,324 | $6,488iApproximate average salary by contribution assumption: employee only about $162,207 at 4% or $108,138 at 6%; with 50% employer match about $108,138 at 4% or $72,092 at 6%; with 100% employer match about $81,103 at 4% or $54,069 at 6%. |
| 2013 | 1 | 14 | $887,658 | $75,437 | $5,388iApproximate average salary by contribution assumption: employee only about $134,709 at 4% or $89,806 at 6%; with 50% employer match about $89,806 at 4% or $59,871 at 6%; with 100% employer match about $67,354 at 4% or $44,903 at 6%. |
| Legacy Advisors 401K Plan | - | 14 | $887,658 | $75,437 | $5,388iApproximate average salary by contribution assumption: employee only about $134,709 at 4% or $89,806 at 6%; with 50% employer match about $89,806 at 4% or $59,871 at 6%; with 100% employer match about $67,354 at 4% or $44,903 at 6%. |
| 2012 | 1 | 12 | $672,150 | $66,478 | $5,540iApproximate average salary by contribution assumption: employee only about $138,496 at 4% or $92,331 at 6%; with 50% employer match about $92,331 at 4% or $61,554 at 6%; with 100% employer match about $69,248 at 4% or $46,165 at 6%. |
| Legacy Advisors 401K Plan | - | 12 | $672,150 | $66,478 | $5,540iApproximate average salary by contribution assumption: employee only about $138,496 at 4% or $92,331 at 6%; with 50% employer match about $92,331 at 4% or $61,554 at 6%; with 100% employer match about $69,248 at 4% or $46,165 at 6%. |
| 2011 | 1 | 13 | $631,706 | $78,739 | $6,057iApproximate average salary by contribution assumption: employee only about $151,421 at 4% or $100,947 at 6%; with 50% employer match about $100,947 at 4% or $67,298 at 6%; with 100% employer match about $75,711 at 4% or $50,474 at 6%. |
| Legacy Advisors 401K Plan | - | 13 | $631,706 | $78,739 | $6,057iApproximate average salary by contribution assumption: employee only about $151,421 at 4% or $100,947 at 6%; with 50% employer match about $100,947 at 4% or $67,298 at 6%; with 100% employer match about $75,711 at 4% or $50,474 at 6%. |
| 2010 | 1 | 13 | $769,412 | $68,707 | $5,285iApproximate average salary by contribution assumption: employee only about $132,129 at 4% or $88,086 at 6%; with 50% employer match about $88,086 at 4% or $58,724 at 6%; with 100% employer match about $66,064 at 4% or $44,043 at 6%. |
| Legacy Advisors 401K Plan | - | 13 | $769,412 | $68,707 | $5,285iApproximate average salary by contribution assumption: employee only about $132,129 at 4% or $88,086 at 6%; with 50% employer match about $88,086 at 4% or $58,724 at 6%; with 100% employer match about $66,064 at 4% or $44,043 at 6%. |
| 2009 | 1 | 14 | $633,000 | $35,536 | $2,538iApproximate average salary by contribution assumption: employee only about $63,457 at 4% or $42,305 at 6%; with 50% employer match about $42,305 at 4% or $28,203 at 6%; with 100% employer match about $31,729 at 4% or $21,152 at 6%. |
| Legacy Advisors 401K Plan | - | 14 | $633,000 | $35,536 | $2,538iApproximate average salary by contribution assumption: employee only about $63,457 at 4% or $42,305 at 6%; with 50% employer match about $42,305 at 4% or $28,203 at 6%; with 100% employer match about $31,729 at 4% or $21,152 at 6%. |
| 2008 | 1 | 20 | $472,604 | $305,249 | $15,262iApproximate average salary by contribution assumption: employee only about $381,561 at 4% or $254,374 at 6%; with 50% employer match about $254,374 at 4% or $169,583 at 6%; with 100% employer match about $190,781 at 4% or $127,187 at 6%. |
| Legacy Advisors 401K Plan | - | 20 | $472,604 | $305,249 | $15,262iApproximate average salary by contribution assumption: employee only about $381,561 at 4% or $254,374 at 6%; with 50% employer match about $254,374 at 4% or $169,583 at 6%; with 100% employer match about $190,781 at 4% or $127,187 at 6%. |
| 2007 | 1 | 18 | $0 | $0 | - |
| Legacy Advisors 401K Plan | - | 18 | - | - | - |
| 2006 | 1 | 20 | $326,757 | $74,983 | $3,749iApproximate average salary by contribution assumption: employee only about $93,729 at 4% or $62,486 at 6%; with 50% employer match about $62,486 at 4% or $41,657 at 6%; with 100% employer match about $46,864 at 4% or $31,243 at 6%. |
| Legacy Advisors 401K Plan | - | 20 | $326,757 | $74,983 | $3,749iApproximate average salary by contribution assumption: employee only about $93,729 at 4% or $62,486 at 6%; with 50% employer match about $62,486 at 4% or $41,657 at 6%; with 100% employer match about $46,864 at 4% or $31,243 at 6%. |
| 2005 | 1 | 19 | $276,762 | $68,910 | $3,627iApproximate average salary by contribution assumption: employee only about $90,671 at 4% or $60,447 at 6%; with 50% employer match about $60,447 at 4% or $40,298 at 6%; with 100% employer match about $45,336 at 4% or $30,224 at 6%. |
| Legacy Advisors 401K Plan | - | 19 | $276,762 | $68,910 | $3,627iApproximate average salary by contribution assumption: employee only about $90,671 at 4% or $60,447 at 6%; with 50% employer match about $60,447 at 4% or $40,298 at 6%; with 100% employer match about $45,336 at 4% or $30,224 at 6%. |
| 2004 | 1 | 17 | $191,740 | $50,294 | $2,958iApproximate average salary by contribution assumption: employee only about $73,962 at 4% or $49,308 at 6%; with 50% employer match about $49,308 at 4% or $32,872 at 6%; with 100% employer match about $36,981 at 4% or $24,654 at 6%. |
| Legacy Advisors 401K Plan | - | 17 | $191,740 | $50,294 | $2,958iApproximate average salary by contribution assumption: employee only about $73,962 at 4% or $49,308 at 6%; with 50% employer match about $49,308 at 4% or $32,872 at 6%; with 100% employer match about $36,981 at 4% or $24,654 at 6%. |
| 2002 | 1 | 14 | $81,989 | $37,691 | $2,692iApproximate average salary by contribution assumption: employee only about $67,305 at 4% or $44,870 at 6%; with 50% employer match about $44,870 at 4% or $29,913 at 6%; with 100% employer match about $33,653 at 4% or $22,435 at 6%. |
| Legacy Advisors 401K Plan | - | 14 | $81,989 | $37,691 | $2,692iApproximate average salary by contribution assumption: employee only about $67,305 at 4% or $44,870 at 6%; with 50% employer match about $44,870 at 4% or $29,913 at 6%; with 100% employer match about $33,653 at 4% or $22,435 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| Legacy Advisors 401K Plan | - | 13 | - | - | - |
| 2000 | 1 | 16 | $0 | $0 | - |
| Legacy Advisors 401K Plan | - | 16 | - | - | - |
| 1999 | 1 | 14 | $10,755 | $10,002 | $714iApproximate average salary by contribution assumption: employee only about $17,861 at 4% or $11,907 at 6%; with 50% employer match about $11,907 at 4% or $7,938 at 6%; with 100% employer match about $8,930 at 4% or $5,954 at 6%. |
| Legacy Advisors 401K Plan | - | 14 | $10,755 | $10,002 | $714iApproximate average salary by contribution assumption: employee only about $17,861 at 4% or $11,907 at 6%; with 50% employer match about $11,907 at 4% or $7,938 at 6%; with 100% employer match about $8,930 at 4% or $5,954 at 6%. |