LEGACY TREE FOUNDATION
Plan context: LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN
EIN 73-1556664 • Brentwood, TN • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$475,985
2024 Contributions
$169,357
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $475,985 | $169,357 | $28,226iApproximate average salary by contribution assumption: employee only about $705,654 at 4% or $470,436 at 6%; with 50% employer match about $470,436 at 4% or $313,624 at 6%; with 100% employer match about $352,827 at 4% or $235,218 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 6 | $475,985 | $169,357 | $28,226iApproximate average salary by contribution assumption: employee only about $705,654 at 4% or $470,436 at 6%; with 50% employer match about $470,436 at 4% or $313,624 at 6%; with 100% employer match about $352,827 at 4% or $235,218 at 6%. |
| 2023 | 1 | 6 | $543,596 | $168,698 | $28,116iApproximate average salary by contribution assumption: employee only about $702,908 at 4% or $468,606 at 6%; with 50% employer match about $468,606 at 4% or $312,404 at 6%; with 100% employer match about $351,454 at 4% or $234,303 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 6 | $543,596 | $168,698 | $28,116iApproximate average salary by contribution assumption: employee only about $702,908 at 4% or $468,606 at 6%; with 50% employer match about $468,606 at 4% or $312,404 at 6%; with 100% employer match about $351,454 at 4% or $234,303 at 6%. |
| 2022 | 1 | 6 | $837,907 | $186,712 | $31,119iApproximate average salary by contribution assumption: employee only about $777,967 at 4% or $518,644 at 6%; with 50% employer match about $518,644 at 4% or $345,763 at 6%; with 100% employer match about $388,983 at 4% or $259,322 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 6 | $837,907 | $186,712 | $31,119iApproximate average salary by contribution assumption: employee only about $777,967 at 4% or $518,644 at 6%; with 50% employer match about $518,644 at 4% or $345,763 at 6%; with 100% employer match about $388,983 at 4% or $259,322 at 6%. |
| 2021 | 1 | 6 | $771,548 | $35,644 | $5,941iApproximate average salary by contribution assumption: employee only about $148,517 at 4% or $99,011 at 6%; with 50% employer match about $99,011 at 4% or $66,007 at 6%; with 100% employer match about $74,258 at 4% or $49,506 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 6 | $771,548 | $35,644 | $5,941iApproximate average salary by contribution assumption: employee only about $148,517 at 4% or $99,011 at 6%; with 50% employer match about $99,011 at 4% or $66,007 at 6%; with 100% employer match about $74,258 at 4% or $49,506 at 6%. |
| 2020 | 1 | 5 | $697,687 | $184,733 | $36,947iApproximate average salary by contribution assumption: employee only about $923,665 at 4% or $615,777 at 6%; with 50% employer match about $615,777 at 4% or $410,518 at 6%; with 100% employer match about $461,833 at 4% or $307,888 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 5 | $697,687 | $184,733 | $36,947iApproximate average salary by contribution assumption: employee only about $923,665 at 4% or $615,777 at 6%; with 50% employer match about $615,777 at 4% or $410,518 at 6%; with 100% employer match about $461,833 at 4% or $307,888 at 6%. |
| 2019 | 1 | 5 | $458,285 | $28,993 | $5,799iApproximate average salary by contribution assumption: employee only about $144,965 at 4% or $96,643 at 6%; with 50% employer match about $96,643 at 4% or $64,429 at 6%; with 100% employer match about $72,483 at 4% or $48,322 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 5 | $458,285 | $28,993 | $5,799iApproximate average salary by contribution assumption: employee only about $144,965 at 4% or $96,643 at 6%; with 50% employer match about $96,643 at 4% or $64,429 at 6%; with 100% employer match about $72,483 at 4% or $48,322 at 6%. |
| 2018 | 1 | 6 | $360,138 | $29,179 | $4,863iApproximate average salary by contribution assumption: employee only about $121,579 at 4% or $81,053 at 6%; with 50% employer match about $81,053 at 4% or $54,035 at 6%; with 100% employer match about $60,790 at 4% or $40,526 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 6 | $360,138 | $29,179 | $4,863iApproximate average salary by contribution assumption: employee only about $121,579 at 4% or $81,053 at 6%; with 50% employer match about $81,053 at 4% or $54,035 at 6%; with 100% employer match about $60,790 at 4% or $40,526 at 6%. |
| 2017 | 1 | 6 | $375,833 | $153,949 | $25,658iApproximate average salary by contribution assumption: employee only about $641,454 at 4% or $427,636 at 6%; with 50% employer match about $427,636 at 4% or $285,091 at 6%; with 100% employer match about $320,727 at 4% or $213,818 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 6 | $375,833 | $153,949 | $25,658iApproximate average salary by contribution assumption: employee only about $641,454 at 4% or $427,636 at 6%; with 50% employer match about $427,636 at 4% or $285,091 at 6%; with 100% employer match about $320,727 at 4% or $213,818 at 6%. |
| 2016 | 1 | 4 | $190,316 | $62,797 | $15,699iApproximate average salary by contribution assumption: employee only about $392,481 at 4% or $261,654 at 6%; with 50% employer match about $261,654 at 4% or $174,436 at 6%; with 100% employer match about $196,241 at 4% or $130,827 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 4 | $190,316 | $62,797 | $15,699iApproximate average salary by contribution assumption: employee only about $392,481 at 4% or $261,654 at 6%; with 50% employer match about $261,654 at 4% or $174,436 at 6%; with 100% employer match about $196,241 at 4% or $130,827 at 6%. |
| 2015 | 1 | 7 | $158,653 | $87,879 | $12,554iApproximate average salary by contribution assumption: employee only about $313,854 at 4% or $209,236 at 6%; with 50% employer match about $209,236 at 4% or $139,490 at 6%; with 100% employer match about $156,927 at 4% or $104,618 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 7 | $158,653 | $87,879 | $12,554iApproximate average salary by contribution assumption: employee only about $313,854 at 4% or $209,236 at 6%; with 50% employer match about $209,236 at 4% or $139,490 at 6%; with 100% employer match about $156,927 at 4% or $104,618 at 6%. |
| 2014 | 1 | 7 | $76,961 | $29,862 | $4,266iApproximate average salary by contribution assumption: employee only about $106,650 at 4% or $71,100 at 6%; with 50% employer match about $71,100 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 7 | $76,961 | $29,862 | $4,266iApproximate average salary by contribution assumption: employee only about $106,650 at 4% or $71,100 at 6%; with 50% employer match about $71,100 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%. |
| 2013 | 1 | 3 | $45,000 | $45,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| LEGACY TREE FOUNDATION 403(B) PROFIT SHARING PLAN | - | 3 | $45,000 | $45,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |