Civic Intelligence

LEGACY WEALTH MANAGEMENT CORPORATION

Plan context: Legacy Wealth Management Inc. 401(K) Plan

EIN 62-1132313 • Memphis, TN • 25 filings • 5 plans

1715 Aaron Brenner DriveSuite 301Memphis, TN 38120
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$14,302,513

2024 Contributions

$873,873

Historical Graphs

Total Assets Over Time

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

$14,302,513$7,151,257$0200220142024YearValue
$14,302,513Latest year 2024

Participants Over Time

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

32160200020122024YearValue
22Latest 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
2024122$14,302,513$873,873$39,722iApproximate average salary by contribution assumption: employee only about $993,038 at 4% or $662,025 at 6%; with 50% employer match about $662,025 at 4% or $441,350 at 6%; with 100% employer match about $496,519 at 4% or $331,013 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-22$14,302,513$873,873$39,722iApproximate average salary by contribution assumption: employee only about $993,038 at 4% or $662,025 at 6%; with 50% employer match about $662,025 at 4% or $441,350 at 6%; with 100% employer match about $496,519 at 4% or $331,013 at 6%.
2023121$12,432,100$921,639$43,888iApproximate average salary by contribution assumption: employee only about $1,097,189 at 4% or $731,460 at 6%; with 50% employer match about $731,460 at 4% or $487,640 at 6%; with 100% employer match about $548,595 at 4% or $365,730 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-21$12,432,100$921,639$43,888iApproximate average salary by contribution assumption: employee only about $1,097,189 at 4% or $731,460 at 6%; with 50% employer match about $731,460 at 4% or $487,640 at 6%; with 100% employer match about $548,595 at 4% or $365,730 at 6%.
2022124$9,798,628$906,250$37,760iApproximate average salary by contribution assumption: employee only about $944,010 at 4% or $629,340 at 6%; with 50% employer match about $629,340 at 4% or $419,560 at 6%; with 100% employer match about $472,005 at 4% or $314,670 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-24$9,798,628$906,250$37,760iApproximate average salary by contribution assumption: employee only about $944,010 at 4% or $629,340 at 6%; with 50% employer match about $629,340 at 4% or $419,560 at 6%; with 100% employer match about $472,005 at 4% or $314,670 at 6%.
2021123$11,297,513$805,357$35,016iApproximate average salary by contribution assumption: employee only about $875,388 at 4% or $583,592 at 6%; with 50% employer match about $583,592 at 4% or $389,061 at 6%; with 100% employer match about $437,694 at 4% or $291,796 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-23$11,297,513$805,357$35,016iApproximate average salary by contribution assumption: employee only about $875,388 at 4% or $583,592 at 6%; with 50% employer match about $583,592 at 4% or $389,061 at 6%; with 100% employer match about $437,694 at 4% or $291,796 at 6%.
2020122$9,093,092$739,910$33,632iApproximate average salary by contribution assumption: employee only about $840,807 at 4% or $560,538 at 6%; with 50% employer match about $560,538 at 4% or $373,692 at 6%; with 100% employer match about $420,403 at 4% or $280,269 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-22$9,093,092$739,910$33,632iApproximate average salary by contribution assumption: employee only about $840,807 at 4% or $560,538 at 6%; with 50% employer match about $560,538 at 4% or $373,692 at 6%; with 100% employer match about $420,403 at 4% or $280,269 at 6%.
2019123$7,891,641$756,896$32,909iApproximate average salary by contribution assumption: employee only about $822,713 at 4% or $548,475 at 6%; with 50% employer match about $548,475 at 4% or $365,650 at 6%; with 100% employer match about $411,357 at 4% or $274,238 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-23$7,891,641$756,896$32,909iApproximate average salary by contribution assumption: employee only about $822,713 at 4% or $548,475 at 6%; with 50% employer match about $548,475 at 4% or $365,650 at 6%; with 100% employer match about $411,357 at 4% or $274,238 at 6%.
2018123$5,777,480$675,250$29,359iApproximate average salary by contribution assumption: employee only about $733,967 at 4% or $489,312 at 6%; with 50% employer match about $489,312 at 4% or $326,208 at 6%; with 100% employer match about $366,984 at 4% or $244,656 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-23$5,777,480$675,250$29,359iApproximate average salary by contribution assumption: employee only about $733,967 at 4% or $489,312 at 6%; with 50% employer match about $489,312 at 4% or $326,208 at 6%; with 100% employer match about $366,984 at 4% or $244,656 at 6%.
2017123$5,623,289$614,474$26,716iApproximate average salary by contribution assumption: employee only about $667,907 at 4% or $445,271 at 6%; with 50% employer match about $445,271 at 4% or $296,847 at 6%; with 100% employer match about $333,953 at 4% or $222,636 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-23$5,623,289$614,474$26,716iApproximate average salary by contribution assumption: employee only about $667,907 at 4% or $445,271 at 6%; with 50% employer match about $445,271 at 4% or $296,847 at 6%; with 100% employer match about $333,953 at 4% or $222,636 at 6%.
2016122$4,241,160$373,832$16,992iApproximate average salary by contribution assumption: employee only about $424,809 at 4% or $283,206 at 6%; with 50% employer match about $283,206 at 4% or $188,804 at 6%; with 100% employer match about $212,405 at 4% or $141,603 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-22$4,241,160$373,832$16,992iApproximate average salary by contribution assumption: employee only about $424,809 at 4% or $283,206 at 6%; with 50% employer match about $283,206 at 4% or $188,804 at 6%; with 100% employer match about $212,405 at 4% or $141,603 at 6%.
2015131$4,795,848$471,621$15,214iApproximate average salary by contribution assumption: employee only about $380,340 at 4% or $253,560 at 6%; with 50% employer match about $253,560 at 4% or $169,040 at 6%; with 100% employer match about $190,170 at 4% or $126,780 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-31$4,795,848$471,621$15,214iApproximate average salary by contribution assumption: employee only about $380,340 at 4% or $253,560 at 6%; with 50% employer match about $253,560 at 4% or $169,040 at 6%; with 100% employer match about $190,170 at 4% or $126,780 at 6%.
2014132$4,945,869$458,584$14,331iApproximate average salary by contribution assumption: employee only about $358,269 at 4% or $238,846 at 6%; with 50% employer match about $238,846 at 4% or $159,231 at 6%; with 100% employer match about $179,134 at 4% or $119,423 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-32$4,945,869$458,584$14,331iApproximate average salary by contribution assumption: employee only about $358,269 at 4% or $238,846 at 6%; with 50% employer match about $238,846 at 4% or $159,231 at 6%; with 100% employer match about $179,134 at 4% or $119,423 at 6%.
2013129$4,654,326$468,582$16,158iApproximate average salary by contribution assumption: employee only about $403,950 at 4% or $269,300 at 6%; with 50% employer match about $269,300 at 4% or $179,533 at 6%; with 100% employer match about $201,975 at 4% or $134,650 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-29$4,654,326$468,582$16,158iApproximate average salary by contribution assumption: employee only about $403,950 at 4% or $269,300 at 6%; with 50% employer match about $269,300 at 4% or $179,533 at 6%; with 100% employer match about $201,975 at 4% or $134,650 at 6%.
2012130$3,829,192$504,416$16,814iApproximate average salary by contribution assumption: employee only about $420,347 at 4% or $280,231 at 6%; with 50% employer match about $280,231 at 4% or $186,821 at 6%; with 100% employer match about $210,173 at 4% or $140,116 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-30$3,829,192$504,416$16,814iApproximate average salary by contribution assumption: employee only about $420,347 at 4% or $280,231 at 6%; with 50% employer match about $280,231 at 4% or $186,821 at 6%; with 100% employer match about $210,173 at 4% or $140,116 at 6%.
2011130$3,050,119$440,187$14,673iApproximate average salary by contribution assumption: employee only about $366,823 at 4% or $244,548 at 6%; with 50% employer match about $244,548 at 4% or $163,032 at 6%; with 100% employer match about $183,411 at 4% or $122,274 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-30$3,050,119$440,187$14,673iApproximate average salary by contribution assumption: employee only about $366,823 at 4% or $244,548 at 6%; with 50% employer match about $244,548 at 4% or $163,032 at 6%; with 100% employer match about $183,411 at 4% or $122,274 at 6%.
2010124$2,816,960$407,908$16,996iApproximate average salary by contribution assumption: employee only about $424,904 at 4% or $283,269 at 6%; with 50% employer match about $283,269 at 4% or $188,846 at 6%; with 100% employer match about $212,452 at 4% or $141,635 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-24$2,816,960$407,908$16,996iApproximate average salary by contribution assumption: employee only about $424,904 at 4% or $283,269 at 6%; with 50% employer match about $283,269 at 4% or $188,846 at 6%; with 100% employer match about $212,452 at 4% or $141,635 at 6%.
2009124$2,100,218$187,267$7,803iApproximate average salary by contribution assumption: employee only about $195,070 at 4% or $130,047 at 6%; with 50% employer match about $130,047 at 4% or $86,698 at 6%; with 100% employer match about $97,535 at 4% or $65,023 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-24$2,100,218$187,267$7,803iApproximate average salary by contribution assumption: employee only about $195,070 at 4% or $130,047 at 6%; with 50% employer match about $130,047 at 4% or $86,698 at 6%; with 100% employer match about $97,535 at 4% or $65,023 at 6%.
2008122$1,714,454$429,136$19,506iApproximate average salary by contribution assumption: employee only about $487,655 at 4% or $325,103 at 6%; with 50% employer match about $325,103 at 4% or $216,735 at 6%; with 100% employer match about $243,827 at 4% or $162,552 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-22$1,714,454$429,136$19,506iApproximate average salary by contribution assumption: employee only about $487,655 at 4% or $325,103 at 6%; with 50% employer match about $325,103 at 4% or $216,735 at 6%; with 100% employer match about $243,827 at 4% or $162,552 at 6%.
2007121$0$0-
Legacy Wealth Management Inc. 401(K) Plan-21---
2006120$2,245,981$296,107$14,805iApproximate average salary by contribution assumption: employee only about $370,134 at 4% or $246,756 at 6%; with 50% employer match about $246,756 at 4% or $164,504 at 6%; with 100% employer match about $185,067 at 4% or $123,378 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-20$2,245,981$296,107$14,805iApproximate average salary by contribution assumption: employee only about $370,134 at 4% or $246,756 at 6%; with 50% employer match about $246,756 at 4% or $164,504 at 6%; with 100% employer match about $185,067 at 4% or $123,378 at 6%.
2005117$1,672,594$296,362$17,433iApproximate average salary by contribution assumption: employee only about $435,826 at 4% or $290,551 at 6%; with 50% employer match about $290,551 at 4% or $193,701 at 6%; with 100% employer match about $217,913 at 4% or $145,275 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-17$1,672,594$296,362$17,433iApproximate average salary by contribution assumption: employee only about $435,826 at 4% or $290,551 at 6%; with 50% employer match about $290,551 at 4% or $193,701 at 6%; with 100% employer match about $217,913 at 4% or $145,275 at 6%.
2004116$1,456,317$266,349$16,647iApproximate average salary by contribution assumption: employee only about $416,170 at 4% or $277,447 at 6%; with 50% employer match about $277,447 at 4% or $184,965 at 6%; with 100% employer match about $208,085 at 4% or $138,723 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-16$1,456,317$266,349$16,647iApproximate average salary by contribution assumption: employee only about $416,170 at 4% or $277,447 at 6%; with 50% employer match about $277,447 at 4% or $184,965 at 6%; with 100% employer match about $208,085 at 4% or $138,723 at 6%.
2003115$1,177,369$254,153$16,944iApproximate average salary by contribution assumption: employee only about $423,588 at 4% or $282,392 at 6%; with 50% employer match about $282,392 at 4% or $188,261 at 6%; with 100% employer match about $211,794 at 4% or $141,196 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-15$1,177,369$254,153$16,944iApproximate average salary by contribution assumption: employee only about $423,588 at 4% or $282,392 at 6%; with 50% employer match about $282,392 at 4% or $188,261 at 6%; with 100% employer match about $211,794 at 4% or $141,196 at 6%.
2002115$775,755$230,564$15,371iApproximate average salary by contribution assumption: employee only about $384,273 at 4% or $256,182 at 6%; with 50% employer match about $256,182 at 4% or $170,788 at 6%; with 100% employer match about $192,137 at 4% or $128,091 at 6%.
Legacy Wealth Management Inc. 401(K) Plan-15$775,755$230,564$15,371iApproximate average salary by contribution assumption: employee only about $384,273 at 4% or $256,182 at 6%; with 50% employer match about $256,182 at 4% or $170,788 at 6%; with 100% employer match about $192,137 at 4% or $128,091 at 6%.
2001114$0$0-
Legacy Wealth Management Inc. 401(K) Plan-14---
2000114$0$0-
Legacy Wealth Management Inc. 401(K) Plan-14---