Civic Intelligence

Legacy Wealth Management Inc

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

EIN 65-0732128 • Plantation, FL • 29 filings • 6 plans

1250 S. Pine Island Road Suite 300Plantation, FL 33324
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,356,783

2025 Contributions

$136,675

Historical Graphs

Total Assets Over Time

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

$2,356,783$1,178,392$0199920132025YearValue
$2,356,783Latest year 2025

Participants Over Time

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

1370199920122025YearValue
12Latest year 2025

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
2025112$2,356,783$136,675$11,390iApproximate average salary by contribution assumption: employee only about $284,740 at 4% or $189,826 at 6%; with 50% employer match about $189,826 at 4% or $126,551 at 6%; with 100% employer match about $142,370 at 4% or $94,913 at 6%.
Legacy Wealth Management Inc 401(K) Plan-12$2,356,783$136,675$11,390iApproximate average salary by contribution assumption: employee only about $284,740 at 4% or $189,826 at 6%; with 50% employer match about $189,826 at 4% or $126,551 at 6%; with 100% employer match about $142,370 at 4% or $94,913 at 6%.
2024113$1,914,024$236,315$18,178iApproximate average salary by contribution assumption: employee only about $454,452 at 4% or $302,968 at 6%; with 50% employer match about $302,968 at 4% or $201,979 at 6%; with 100% employer match about $227,226 at 4% or $151,484 at 6%.
Legacy Wealth Management Inc 401(K) Plan-13$1,914,024$236,315$18,178iApproximate average salary by contribution assumption: employee only about $454,452 at 4% or $302,968 at 6%; with 50% employer match about $302,968 at 4% or $201,979 at 6%; with 100% employer match about $227,226 at 4% or $151,484 at 6%.
2023113$1,423,976$137,826$10,602iApproximate average salary by contribution assumption: employee only about $265,050 at 4% or $176,700 at 6%; with 50% employer match about $176,700 at 4% or $117,800 at 6%; with 100% employer match about $132,525 at 4% or $88,350 at 6%.
Legacy Wealth Management Inc 401(K) Plan-13$1,423,976$137,826$10,602iApproximate average salary by contribution assumption: employee only about $265,050 at 4% or $176,700 at 6%; with 50% employer match about $176,700 at 4% or $117,800 at 6%; with 100% employer match about $132,525 at 4% or $88,350 at 6%.
2022113$1,072,551$118,345$9,103iApproximate average salary by contribution assumption: employee only about $227,587 at 4% or $151,724 at 6%; with 50% employer match about $151,724 at 4% or $101,150 at 6%; with 100% employer match about $113,793 at 4% or $75,862 at 6%.
Legacy Wealth Management Inc 401(K) Plan-13$1,072,551$118,345$9,103iApproximate average salary by contribution assumption: employee only about $227,587 at 4% or $151,724 at 6%; with 50% employer match about $151,724 at 4% or $101,150 at 6%; with 100% employer match about $113,793 at 4% or $75,862 at 6%.
2021113$1,778,841$136,574$10,506iApproximate average salary by contribution assumption: employee only about $262,642 at 4% or $175,095 at 6%; with 50% employer match about $175,095 at 4% or $116,730 at 6%; with 100% employer match about $131,321 at 4% or $87,547 at 6%.
Legacy Wealth Management Inc 401(K) Plan-13$1,778,841$136,574$10,506iApproximate average salary by contribution assumption: employee only about $262,642 at 4% or $175,095 at 6%; with 50% employer match about $175,095 at 4% or $116,730 at 6%; with 100% employer match about $131,321 at 4% or $87,547 at 6%.
2020112$1,455,901$94,561$7,880iApproximate average salary by contribution assumption: employee only about $197,002 at 4% or $131,335 at 6%; with 50% employer match about $131,335 at 4% or $87,556 at 6%; with 100% employer match about $98,501 at 4% or $65,667 at 6%.
Legacy Wealth Management Inc 401(K) Plan-12$1,455,901$94,561$7,880iApproximate average salary by contribution assumption: employee only about $197,002 at 4% or $131,335 at 6%; with 50% employer match about $131,335 at 4% or $87,556 at 6%; with 100% employer match about $98,501 at 4% or $65,667 at 6%.
2019110$1,196,038$136,051$13,605iApproximate average salary by contribution assumption: employee only about $340,128 at 4% or $226,752 at 6%; with 50% employer match about $226,752 at 4% or $151,168 at 6%; with 100% employer match about $170,064 at 4% or $113,376 at 6%.
Legacy Wealth Management Inc 401(K) Plan-10$1,196,038$136,051$13,605iApproximate average salary by contribution assumption: employee only about $340,128 at 4% or $226,752 at 6%; with 50% employer match about $226,752 at 4% or $151,168 at 6%; with 100% employer match about $170,064 at 4% or $113,376 at 6%.
201818$842,621$109,480$13,685iApproximate average salary by contribution assumption: employee only about $342,125 at 4% or $228,083 at 6%; with 50% employer match about $228,083 at 4% or $152,056 at 6%; with 100% employer match about $171,063 at 4% or $114,042 at 6%.
Legacy Wealth Management Inc 401(K) Plan-8$842,621$109,480$13,685iApproximate average salary by contribution assumption: employee only about $342,125 at 4% or $228,083 at 6%; with 50% employer match about $228,083 at 4% or $152,056 at 6%; with 100% employer match about $171,063 at 4% or $114,042 at 6%.
201718$925,515$79,871$9,984iApproximate average salary by contribution assumption: employee only about $249,597 at 4% or $166,398 at 6%; with 50% employer match about $166,398 at 4% or $110,932 at 6%; with 100% employer match about $124,798 at 4% or $83,199 at 6%.
Legacy Wealth Management Inc 401(K) Plan-8$925,515$79,871$9,984iApproximate average salary by contribution assumption: employee only about $249,597 at 4% or $166,398 at 6%; with 50% employer match about $166,398 at 4% or $110,932 at 6%; with 100% employer match about $124,798 at 4% or $83,199 at 6%.
201615$736,380$95,030$19,006iApproximate average salary by contribution assumption: employee only about $475,150 at 4% or $316,767 at 6%; with 50% employer match about $316,767 at 4% or $211,178 at 6%; with 100% employer match about $237,575 at 4% or $158,383 at 6%.
Legacy Wealth Management Inc 401(K) Plan-5$736,380$95,030$19,006iApproximate average salary by contribution assumption: employee only about $475,150 at 4% or $316,767 at 6%; with 50% employer match about $316,767 at 4% or $211,178 at 6%; with 100% employer match about $237,575 at 4% or $158,383 at 6%.
201513$569,076$59,800$19,933iApproximate average salary by contribution assumption: employee only about $498,333 at 4% or $332,222 at 6%; with 50% employer match about $332,222 at 4% or $221,481 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$569,076$59,800$19,933iApproximate average salary by contribution assumption: employee only about $498,333 at 4% or $332,222 at 6%; with 50% employer match about $332,222 at 4% or $221,481 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
201413$541,505$27,467$9,156iApproximate average salary by contribution assumption: employee only about $228,892 at 4% or $152,594 at 6%; with 50% employer match about $152,594 at 4% or $101,730 at 6%; with 100% employer match about $114,446 at 4% or $76,297 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$541,505$27,467$9,156iApproximate average salary by contribution assumption: employee only about $228,892 at 4% or $152,594 at 6%; with 50% employer match about $152,594 at 4% or $101,730 at 6%; with 100% employer match about $114,446 at 4% or $76,297 at 6%.
201313$479,863$58,923$19,641iApproximate average salary by contribution assumption: employee only about $491,025 at 4% or $327,350 at 6%; with 50% employer match about $327,350 at 4% or $218,233 at 6%; with 100% employer match about $245,513 at 4% or $163,675 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$479,863$58,923$19,641iApproximate average salary by contribution assumption: employee only about $491,025 at 4% or $327,350 at 6%; with 50% employer match about $327,350 at 4% or $218,233 at 6%; with 100% employer match about $245,513 at 4% or $163,675 at 6%.
201213$361,389$56,005$18,668iApproximate average salary by contribution assumption: employee only about $466,708 at 4% or $311,139 at 6%; with 50% employer match about $311,139 at 4% or $207,426 at 6%; with 100% employer match about $233,354 at 4% or $155,569 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$361,389$56,005$18,668iApproximate average salary by contribution assumption: employee only about $466,708 at 4% or $311,139 at 6%; with 50% employer match about $311,139 at 4% or $207,426 at 6%; with 100% employer match about $233,354 at 4% or $155,569 at 6%.
201113$272,640$24,185$8,062iApproximate average salary by contribution assumption: employee only about $201,542 at 4% or $134,361 at 6%; with 50% employer match about $134,361 at 4% or $89,574 at 6%; with 100% employer match about $100,771 at 4% or $67,181 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$272,640$24,185$8,062iApproximate average salary by contribution assumption: employee only about $201,542 at 4% or $134,361 at 6%; with 50% employer match about $134,361 at 4% or $89,574 at 6%; with 100% employer match about $100,771 at 4% or $67,181 at 6%.
201012$257,837$20,825$10,413iApproximate average salary by contribution assumption: employee only about $260,313 at 4% or $173,542 at 6%; with 50% employer match about $173,542 at 4% or $115,694 at 6%; with 100% employer match about $130,156 at 4% or $86,771 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$257,837$20,825$10,413iApproximate average salary by contribution assumption: employee only about $260,313 at 4% or $173,542 at 6%; with 50% employer match about $173,542 at 4% or $115,694 at 6%; with 100% employer match about $130,156 at 4% or $86,771 at 6%.
200912$213,592$9,659$4,830iApproximate average salary by contribution assumption: employee only about $120,738 at 4% or $80,492 at 6%; with 50% employer match about $80,492 at 4% or $53,661 at 6%; with 100% employer match about $60,369 at 4% or $40,246 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$213,592$9,659$4,830iApproximate average salary by contribution assumption: employee only about $120,738 at 4% or $80,492 at 6%; with 50% employer match about $80,492 at 4% or $53,661 at 6%; with 100% employer match about $60,369 at 4% or $40,246 at 6%.
200812$165,320$16,248$8,124iApproximate average salary by contribution assumption: employee only about $203,100 at 4% or $135,400 at 6%; with 50% employer match about $135,400 at 4% or $90,267 at 6%; with 100% employer match about $101,550 at 4% or $67,700 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$165,320$16,248$8,124iApproximate average salary by contribution assumption: employee only about $203,100 at 4% or $135,400 at 6%; with 50% employer match about $135,400 at 4% or $90,267 at 6%; with 100% employer match about $101,550 at 4% or $67,700 at 6%.
200712$0$0-
Legacy Wealth Management Inc 401(K) Plan-2---
200612$158,336$19,044$9,522iApproximate average salary by contribution assumption: employee only about $238,050 at 4% or $158,700 at 6%; with 50% employer match about $158,700 at 4% or $105,800 at 6%; with 100% employer match about $119,025 at 4% or $79,350 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$158,336$19,044$9,522iApproximate average salary by contribution assumption: employee only about $238,050 at 4% or $158,700 at 6%; with 50% employer match about $158,700 at 4% or $105,800 at 6%; with 100% employer match about $119,025 at 4% or $79,350 at 6%.
200513$125,185$48,945$16,315iApproximate average salary by contribution assumption: employee only about $407,875 at 4% or $271,917 at 6%; with 50% employer match about $271,917 at 4% or $181,278 at 6%; with 100% employer match about $203,938 at 4% or $135,958 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$125,185$48,945$16,315iApproximate average salary by contribution assumption: employee only about $407,875 at 4% or $271,917 at 6%; with 50% employer match about $271,917 at 4% or $181,278 at 6%; with 100% employer match about $203,938 at 4% or $135,958 at 6%.
200412$71,603$16,370$8,185iApproximate average salary by contribution assumption: employee only about $204,625 at 4% or $136,417 at 6%; with 50% employer match about $136,417 at 4% or $90,944 at 6%; with 100% employer match about $102,313 at 4% or $68,208 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$71,603$16,370$8,185iApproximate average salary by contribution assumption: employee only about $204,625 at 4% or $136,417 at 6%; with 50% employer match about $136,417 at 4% or $90,944 at 6%; with 100% employer match about $102,313 at 4% or $68,208 at 6%.
200312$68,369$10,517$5,259iApproximate average salary by contribution assumption: employee only about $131,463 at 4% or $87,642 at 6%; with 50% employer match about $87,642 at 4% or $58,428 at 6%; with 100% employer match about $65,731 at 4% or $43,821 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$68,369$10,517$5,259iApproximate average salary by contribution assumption: employee only about $131,463 at 4% or $87,642 at 6%; with 50% employer match about $87,642 at 4% or $58,428 at 6%; with 100% employer match about $65,731 at 4% or $43,821 at 6%.
200213$43,896$11,403$3,801iApproximate average salary by contribution assumption: employee only about $95,025 at 4% or $63,350 at 6%; with 50% employer match about $63,350 at 4% or $42,233 at 6%; with 100% employer match about $47,513 at 4% or $31,675 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$43,896$11,403$3,801iApproximate average salary by contribution assumption: employee only about $95,025 at 4% or $63,350 at 6%; with 50% employer match about $63,350 at 4% or $42,233 at 6%; with 100% employer match about $47,513 at 4% or $31,675 at 6%.
200113$42,506$10,534$3,511iApproximate average salary by contribution assumption: employee only about $87,783 at 4% or $58,522 at 6%; with 50% employer match about $58,522 at 4% or $39,015 at 6%; with 100% employer match about $43,892 at 4% or $29,261 at 6%.
Legacy Wealth Management Inc 401(K) Plan-3$42,506$10,534$3,511iApproximate average salary by contribution assumption: employee only about $87,783 at 4% or $58,522 at 6%; with 50% employer match about $58,522 at 4% or $39,015 at 6%; with 100% employer match about $43,892 at 4% or $29,261 at 6%.
200022$38,642$2,297$1,149iApproximate average salary by contribution assumption: employee only about $28,713 at 4% or $19,142 at 6%; with 50% employer match about $19,142 at 4% or $12,761 at 6%; with 100% employer match about $14,356 at 4% or $9,571 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$38,642$2,297$1,149iApproximate average salary by contribution assumption: employee only about $28,713 at 4% or $19,142 at 6%; with 50% employer match about $19,142 at 4% or $12,761 at 6%; with 100% employer match about $14,356 at 4% or $9,571 at 6%.
Dubose & Melgaard Inc. Money Purchase Plan-0---
199922$39,112$7,292$3,646iApproximate average salary by contribution assumption: employee only about $91,150 at 4% or $60,767 at 6%; with 50% employer match about $60,767 at 4% or $40,511 at 6%; with 100% employer match about $45,575 at 4% or $30,383 at 6%.
Dubose & Melgaard Inc. Money Purchase Plan-2$19,700$7,292$3,646iApproximate average salary by contribution assumption: employee only about $91,150 at 4% or $60,767 at 6%; with 50% employer match about $60,767 at 4% or $40,511 at 6%; with 100% employer match about $45,575 at 4% or $30,383 at 6%.
Legacy Wealth Management Inc 401(K) Plan-2$19,412--