Civic Intelligence

T. Todd Mcconnell, Dds, Pa

Plan context: Legacy Family Dental Retirement Plan & Trust

EIN 75-2976801 • Plano, TX • 23 filings • 1 plans

3105 Legacy Drive, Suite BPlano, TX 75023
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,791,291

2024 Contributions

$58,117

Historical Graphs

Total Assets Over Time

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

$1,791,291$895,646$0200220142024YearValue
$1,791,291Latest year 2024

Participants Over Time

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

630200220132024YearValue
5Latest 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
202415$1,791,291$58,117$11,623iApproximate average salary by contribution assumption: employee only about $290,585 at 4% or $193,723 at 6%; with 50% employer match about $193,723 at 4% or $129,149 at 6%; with 100% employer match about $145,293 at 4% or $96,862 at 6%.
Legacy Family Dental Retirement Plan & Trust-5$1,791,291$58,117$11,623iApproximate average salary by contribution assumption: employee only about $290,585 at 4% or $193,723 at 6%; with 50% employer match about $193,723 at 4% or $129,149 at 6%; with 100% employer match about $145,293 at 4% or $96,862 at 6%.
202315$1,518,248$50,201$10,040iApproximate average salary by contribution assumption: employee only about $251,005 at 4% or $167,337 at 6%; with 50% employer match about $167,337 at 4% or $111,558 at 6%; with 100% employer match about $125,503 at 4% or $83,668 at 6%.
Legacy Family Dental Retirement Plan & Trust-5$1,518,248$50,201$10,040iApproximate average salary by contribution assumption: employee only about $251,005 at 4% or $167,337 at 6%; with 50% employer match about $167,337 at 4% or $111,558 at 6%; with 100% employer match about $125,503 at 4% or $83,668 at 6%.
202216$1,230,806$43,287$7,215iApproximate average salary by contribution assumption: employee only about $180,363 at 4% or $120,242 at 6%; with 50% employer match about $120,242 at 4% or $80,161 at 6%; with 100% employer match about $90,181 at 4% or $60,121 at 6%.
Legacy Family Dental Retirement Plan & Trust-6$1,230,806$43,287$7,215iApproximate average salary by contribution assumption: employee only about $180,363 at 4% or $120,242 at 6%; with 50% employer match about $120,242 at 4% or $80,161 at 6%; with 100% employer match about $90,181 at 4% or $60,121 at 6%.
202115$1,510,427$27,844$5,569iApproximate average salary by contribution assumption: employee only about $139,220 at 4% or $92,813 at 6%; with 50% employer match about $92,813 at 4% or $61,876 at 6%; with 100% employer match about $69,610 at 4% or $46,407 at 6%.
Legacy Family Dental Retirement Plan & Trust-5$1,510,427$27,844$5,569iApproximate average salary by contribution assumption: employee only about $139,220 at 4% or $92,813 at 6%; with 50% employer match about $92,813 at 4% or $61,876 at 6%; with 100% employer match about $69,610 at 4% or $46,407 at 6%.
202015$1,354,020$38,113$7,623iApproximate average salary by contribution assumption: employee only about $190,565 at 4% or $127,043 at 6%; with 50% employer match about $127,043 at 4% or $84,696 at 6%; with 100% employer match about $95,283 at 4% or $63,522 at 6%.
Legacy Family Dental Retirement Plan & Trust-5$1,354,020$38,113$7,623iApproximate average salary by contribution assumption: employee only about $190,565 at 4% or $127,043 at 6%; with 50% employer match about $127,043 at 4% or $84,696 at 6%; with 100% employer match about $95,283 at 4% or $63,522 at 6%.
201914$1,084,305$44,708$11,177iApproximate average salary by contribution assumption: employee only about $279,425 at 4% or $186,283 at 6%; with 50% employer match about $186,283 at 4% or $124,189 at 6%; with 100% employer match about $139,713 at 4% or $93,142 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$1,084,305$44,708$11,177iApproximate average salary by contribution assumption: employee only about $279,425 at 4% or $186,283 at 6%; with 50% employer match about $186,283 at 4% or $124,189 at 6%; with 100% employer match about $139,713 at 4% or $93,142 at 6%.
201814$820,018$32,351$8,088iApproximate average salary by contribution assumption: employee only about $202,194 at 4% or $134,796 at 6%; with 50% employer match about $134,796 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$820,018$32,351$8,088iApproximate average salary by contribution assumption: employee only about $202,194 at 4% or $134,796 at 6%; with 50% employer match about $134,796 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%.
201714$903,941$39,116$9,779iApproximate average salary by contribution assumption: employee only about $244,475 at 4% or $162,983 at 6%; with 50% employer match about $162,983 at 4% or $108,656 at 6%; with 100% employer match about $122,238 at 4% or $81,492 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$903,941$39,116$9,779iApproximate average salary by contribution assumption: employee only about $244,475 at 4% or $162,983 at 6%; with 50% employer match about $162,983 at 4% or $108,656 at 6%; with 100% employer match about $122,238 at 4% or $81,492 at 6%.
201614$853,639$55,311$13,828iApproximate average salary by contribution assumption: employee only about $345,694 at 4% or $230,463 at 6%; with 50% employer match about $230,463 at 4% or $153,642 at 6%; with 100% employer match about $172,847 at 4% or $115,231 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$853,639$55,311$13,828iApproximate average salary by contribution assumption: employee only about $345,694 at 4% or $230,463 at 6%; with 50% employer match about $230,463 at 4% or $153,642 at 6%; with 100% employer match about $172,847 at 4% or $115,231 at 6%.
201514$772,073$46,524$11,631iApproximate average salary by contribution assumption: employee only about $290,775 at 4% or $193,850 at 6%; with 50% employer match about $193,850 at 4% or $129,233 at 6%; with 100% employer match about $145,388 at 4% or $96,925 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$772,073$46,524$11,631iApproximate average salary by contribution assumption: employee only about $290,775 at 4% or $193,850 at 6%; with 50% employer match about $193,850 at 4% or $129,233 at 6%; with 100% employer match about $145,388 at 4% or $96,925 at 6%.
201414$727,965$52,045$13,011iApproximate average salary by contribution assumption: employee only about $325,281 at 4% or $216,854 at 6%; with 50% employer match about $216,854 at 4% or $144,569 at 6%; with 100% employer match about $162,641 at 4% or $108,427 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$727,965$52,045$13,011iApproximate average salary by contribution assumption: employee only about $325,281 at 4% or $216,854 at 6%; with 50% employer match about $216,854 at 4% or $144,569 at 6%; with 100% employer match about $162,641 at 4% or $108,427 at 6%.
201314$730,708$19,469$4,867iApproximate average salary by contribution assumption: employee only about $121,681 at 4% or $81,121 at 6%; with 50% employer match about $81,121 at 4% or $54,081 at 6%; with 100% employer match about $60,841 at 4% or $40,560 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$730,708$19,469$4,867iApproximate average salary by contribution assumption: employee only about $121,681 at 4% or $81,121 at 6%; with 50% employer match about $81,121 at 4% or $54,081 at 6%; with 100% employer match about $60,841 at 4% or $40,560 at 6%.
201214$531,912$20,600$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$531,912$20,600$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
201114$439,742$20,104$5,026iApproximate average salary by contribution assumption: employee only about $125,650 at 4% or $83,767 at 6%; with 50% employer match about $83,767 at 4% or $55,844 at 6%; with 100% employer match about $62,825 at 4% or $41,883 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$439,742$20,104$5,026iApproximate average salary by contribution assumption: employee only about $125,650 at 4% or $83,767 at 6%; with 50% employer match about $83,767 at 4% or $55,844 at 6%; with 100% employer match about $62,825 at 4% or $41,883 at 6%.
201014$413,354$21,100$5,275iApproximate average salary by contribution assumption: employee only about $131,875 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,611 at 6%; with 100% employer match about $65,938 at 4% or $43,958 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$413,354$21,100$5,275iApproximate average salary by contribution assumption: employee only about $131,875 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,611 at 6%; with 100% employer match about $65,938 at 4% or $43,958 at 6%.
200914$335,059$30,955$7,739iApproximate average salary by contribution assumption: employee only about $193,469 at 4% or $128,979 at 6%; with 50% employer match about $128,979 at 4% or $85,986 at 6%; with 100% employer match about $96,734 at 4% or $64,490 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$335,059$30,955$7,739iApproximate average salary by contribution assumption: employee only about $193,469 at 4% or $128,979 at 6%; with 50% employer match about $128,979 at 4% or $85,986 at 6%; with 100% employer match about $96,734 at 4% or $64,490 at 6%.
200814$219,282$36,625$9,156iApproximate average salary by contribution assumption: employee only about $228,906 at 4% or $152,604 at 6%; with 50% employer match about $152,604 at 4% or $101,736 at 6%; with 100% employer match about $114,453 at 4% or $76,302 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$219,282$36,625$9,156iApproximate average salary by contribution assumption: employee only about $228,906 at 4% or $152,604 at 6%; with 50% employer match about $152,604 at 4% or $101,736 at 6%; with 100% employer match about $114,453 at 4% or $76,302 at 6%.
200714$0$0-
Legacy Family Dental Retirement Plan & Trust-4---
200614$234,720$11,901$2,975iApproximate average salary by contribution assumption: employee only about $74,381 at 4% or $49,588 at 6%; with 50% employer match about $49,588 at 4% or $33,058 at 6%; with 100% employer match about $37,191 at 4% or $24,794 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$234,720$11,901$2,975iApproximate average salary by contribution assumption: employee only about $74,381 at 4% or $49,588 at 6%; with 50% employer match about $49,588 at 4% or $33,058 at 6%; with 100% employer match about $37,191 at 4% or $24,794 at 6%.
200514$0$0-
Legacy Family Dental Retirement Plan & Trust-4---
200415$176,680$19,215$3,843iApproximate average salary by contribution assumption: employee only about $96,075 at 4% or $64,050 at 6%; with 50% employer match about $64,050 at 4% or $42,700 at 6%; with 100% employer match about $48,038 at 4% or $32,025 at 6%.
Legacy Family Dental Retirement Plan & Trust-5$176,680$19,215$3,843iApproximate average salary by contribution assumption: employee only about $96,075 at 4% or $64,050 at 6%; with 50% employer match about $64,050 at 4% or $42,700 at 6%; with 100% employer match about $48,038 at 4% or $32,025 at 6%.
200315$132,624$34,066$6,813iApproximate average salary by contribution assumption: employee only about $170,330 at 4% or $113,553 at 6%; with 50% employer match about $113,553 at 4% or $75,702 at 6%; with 100% employer match about $85,165 at 4% or $56,777 at 6%.
Legacy Family Dental Retirement Plan & Trust-5$132,624$34,066$6,813iApproximate average salary by contribution assumption: employee only about $170,330 at 4% or $113,553 at 6%; with 50% employer match about $113,553 at 4% or $75,702 at 6%; with 100% employer match about $85,165 at 4% or $56,777 at 6%.
200214$70,750$30,837$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,488 at 6%; with 50% employer match about $128,488 at 4% or $85,658 at 6%; with 100% employer match about $96,366 at 4% or $64,244 at 6%.
Legacy Family Dental Retirement Plan & Trust-4$70,750$30,837$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,488 at 6%; with 50% employer match about $128,488 at 4% or $85,658 at 6%; with 100% employer match about $96,366 at 4% or $64,244 at 6%.