Legacy Financial Advisors Inc.
Plan context: Legacy Financial Advisors Inc. Cash Balance Plan
EIN 75-3111580 • Nampa, ID • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,119,741
2024 Contributions
$249,298
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 | 2 | 5 | $1,119,741 | $249,298 | $49,860iApproximate average salary by contribution assumption: employee only about $1,246,490 at 4% or $830,993 at 6%; with 50% employer match about $830,993 at 4% or $553,996 at 6%; with 100% employer match about $623,245 at 4% or $415,497 at 6%. |
| Legacy Financial Advisors Inc. Cash Balance Plan | - | 4 | $1,050,480 | $231,000 | $57,750iApproximate average salary by contribution assumption: employee only about $1,443,750 at 4% or $962,500 at 6%; with 50% employer match about $962,500 at 4% or $641,667 at 6%; with 100% employer match about $721,875 at 4% or $481,250 at 6%. |
| Legacy Financial Advisors Inc. 401(K) Plan | - | 5 | $69,261 | $18,298 | $3,660iApproximate average salary by contribution assumption: employee only about $91,490 at 4% or $60,993 at 6%; with 50% employer match about $60,993 at 4% or $40,662 at 6%; with 100% employer match about $45,745 at 4% or $30,497 at 6%. |
| 2023 | 2 | 4 | $768,032 | $248,754 | $62,189iApproximate average salary by contribution assumption: employee only about $1,554,713 at 4% or $1,036,475 at 6%; with 50% employer match about $1,036,475 at 4% or $690,983 at 6%; with 100% employer match about $777,356 at 4% or $518,238 at 6%. |
| Legacy Financial Advisors Inc. Cash Balance Plan | - | 4 | $721,788 | $231,000 | $57,750iApproximate average salary by contribution assumption: employee only about $1,443,750 at 4% or $962,500 at 6%; with 50% employer match about $962,500 at 4% or $641,667 at 6%; with 100% employer match about $721,875 at 4% or $481,250 at 6%. |
| Legacy Financial Advisors Inc. 401(K) Plan | - | 4 | $46,244 | $17,754 | $4,439iApproximate average salary by contribution assumption: employee only about $110,963 at 4% or $73,975 at 6%; with 50% employer match about $73,975 at 4% or $49,317 at 6%; with 100% employer match about $55,481 at 4% or $36,988 at 6%. |
| 2022 | 2 | 4 | $494,007 | $248,458 | $62,115iApproximate average salary by contribution assumption: employee only about $1,552,863 at 4% or $1,035,242 at 6%; with 50% employer match about $1,035,242 at 4% or $690,161 at 6%; with 100% employer match about $776,431 at 4% or $517,621 at 6%. |
| Legacy Financial Advisors Inc. Cash Balance Plan | - | 4 | $465,341 | $233,691 | $58,423iApproximate average salary by contribution assumption: employee only about $1,460,569 at 4% or $973,713 at 6%; with 50% employer match about $973,713 at 4% or $649,142 at 6%; with 100% employer match about $730,284 at 4% or $486,856 at 6%. |
| Legacy Financial Advisors Inc. 401(K) Plan | - | 4 | $28,666 | $14,767 | $3,692iApproximate average salary by contribution assumption: employee only about $92,294 at 4% or $61,529 at 6%; with 50% employer match about $61,529 at 4% or $41,019 at 6%; with 100% employer match about $46,147 at 4% or $30,765 at 6%. |