Legacy Capital Advisors LLC.
Plan context: Legacy Capital Advisors LLC Retirement Trust
EIN 75-2995274 • Chicago, IL • 11 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$1,113,215
2016 Contributions
$177,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 3 | $1,113,215 | $177,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $1,113,215 | $177,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2015 | 1 | 3 | $898,714 | $251,000 | $83,667iApproximate average salary by contribution assumption: employee only about $2,091,667 at 4% or $1,394,444 at 6%; with 50% employer match about $1,394,444 at 4% or $929,630 at 6%; with 100% employer match about $1,045,833 at 4% or $697,222 at 6%. |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $898,714 | $251,000 | $83,667iApproximate average salary by contribution assumption: employee only about $2,091,667 at 4% or $1,394,444 at 6%; with 50% employer match about $1,394,444 at 4% or $929,630 at 6%; with 100% employer match about $1,045,833 at 4% or $697,222 at 6%. |
| 2014 | 1 | 3 | $647,208 | $0 | - |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $647,208 | - | - |
| 2013 | 1 | 3 | $627,278 | $224,000 | $74,667iApproximate average salary by contribution assumption: employee only about $1,866,667 at 4% or $1,244,444 at 6%; with 50% employer match about $1,244,444 at 4% or $829,630 at 6%; with 100% employer match about $933,333 at 4% or $622,222 at 6%. |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $627,278 | $224,000 | $74,667iApproximate average salary by contribution assumption: employee only about $1,866,667 at 4% or $1,244,444 at 6%; with 50% employer match about $1,244,444 at 4% or $829,630 at 6%; with 100% employer match about $933,333 at 4% or $622,222 at 6%. |
| 2012 | 1 | 3 | $377,320 | $0 | - |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $377,320 | - | - |
| 2011 | 1 | 3 | $361,406 | $88,000 | $29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%. |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $361,406 | $88,000 | $29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%. |
| 2010 | 1 | 3 | $293,202 | $0 | - |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $293,202 | $0 | - |
| 2009 | 1 | 3 | $266,401 | $80,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $266,401 | $80,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| 2008 | 1 | 3 | $206,727 | $0 | - |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $206,727 | - | - |
| 2007 | 1 | 3 | $208,448 | $87,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $208,448 | $87,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| 2006 | 1 | 3 | $109,000 | $109,000 | $36,333iApproximate average salary by contribution assumption: employee only about $908,333 at 4% or $605,556 at 6%; with 50% employer match about $605,556 at 4% or $403,704 at 6%; with 100% employer match about $454,167 at 4% or $302,778 at 6%. |
| Legacy Capital Advisors LLC Retirement Trust | - | 3 | $109,000 | $109,000 | $36,333iApproximate average salary by contribution assumption: employee only about $908,333 at 4% or $605,556 at 6%; with 50% employer match about $605,556 at 4% or $403,704 at 6%; with 100% employer match about $454,167 at 4% or $302,778 at 6%. |