Civic Intelligence

Legacy Holding Company

Plan context: Legacy Holding Company 401(K) Plan

EIN 76-0204762 • Houston, TX • 32 filings • 8 plans

600 Jefferson StreetSte 350Houston, TX 77002
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$35,932,704

2024 Contributions

$1,602,800

Historical Graphs

Total Assets Over Time

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

$38,325,337$19,162,669$0200120132024YearValue
$35,932,704Latest year 2024

Participants Over Time

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

162810200020122024YearValue
61Latest 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
2024161$35,932,704$1,602,800$26,275iApproximate average salary by contribution assumption: employee only about $656,885 at 4% or $437,923 at 6%; with 50% employer match about $437,923 at 4% or $291,949 at 6%; with 100% employer match about $328,443 at 4% or $218,962 at 6%.
Legacy Holding Company 401(K) Plan-61$35,932,704$1,602,800$26,275iApproximate average salary by contribution assumption: employee only about $656,885 at 4% or $437,923 at 6%; with 50% employer match about $437,923 at 4% or $291,949 at 6%; with 100% employer match about $328,443 at 4% or $218,962 at 6%.
2023148$31,294,350$1,437,671$29,951iApproximate average salary by contribution assumption: employee only about $748,787 at 4% or $499,191 at 6%; with 50% employer match about $499,191 at 4% or $332,794 at 6%; with 100% employer match about $374,393 at 4% or $249,596 at 6%.
Legacy Holding Company 401(K) Plan-48$31,294,350$1,437,671$29,951iApproximate average salary by contribution assumption: employee only about $748,787 at 4% or $499,191 at 6%; with 50% employer match about $499,191 at 4% or $332,794 at 6%; with 100% employer match about $374,393 at 4% or $249,596 at 6%.
2022151$25,444,025$1,022,572$20,050iApproximate average salary by contribution assumption: employee only about $501,261 at 4% or $334,174 at 6%; with 50% employer match about $334,174 at 4% or $222,783 at 6%; with 100% employer match about $250,630 at 4% or $167,087 at 6%.
Legacy Holding Company 401(K) Plan-51$25,444,025$1,022,572$20,050iApproximate average salary by contribution assumption: employee only about $501,261 at 4% or $334,174 at 6%; with 50% employer match about $334,174 at 4% or $222,783 at 6%; with 100% employer match about $250,630 at 4% or $167,087 at 6%.
2021155$38,325,337$1,777,923$32,326iApproximate average salary by contribution assumption: employee only about $808,147 at 4% or $538,765 at 6%; with 50% employer match about $538,765 at 4% or $359,176 at 6%; with 100% employer match about $404,073 at 4% or $269,382 at 6%.
Legacy Holding Company 401(K) Plan-55$38,325,337$1,777,923$32,326iApproximate average salary by contribution assumption: employee only about $808,147 at 4% or $538,765 at 6%; with 50% employer match about $538,765 at 4% or $359,176 at 6%; with 100% employer match about $404,073 at 4% or $269,382 at 6%.
2020154$35,323,673$840,024$15,556iApproximate average salary by contribution assumption: employee only about $388,900 at 4% or $259,267 at 6%; with 50% employer match about $259,267 at 4% or $172,844 at 6%; with 100% employer match about $194,450 at 4% or $129,633 at 6%.
Legacy Holding Company 401(K) Plan-54$35,323,673$840,024$15,556iApproximate average salary by contribution assumption: employee only about $388,900 at 4% or $259,267 at 6%; with 50% employer match about $259,267 at 4% or $172,844 at 6%; with 100% employer match about $194,450 at 4% or $129,633 at 6%.
2019160$32,704,375$3,504,059$58,401iApproximate average salary by contribution assumption: employee only about $1,460,025 at 4% or $973,350 at 6%; with 50% employer match about $973,350 at 4% or $648,900 at 6%; with 100% employer match about $730,012 at 4% or $486,675 at 6%.
Legacy Holding Company 401(K) Plan-60$32,704,375$3,504,059$58,401iApproximate average salary by contribution assumption: employee only about $1,460,025 at 4% or $973,350 at 6%; with 50% employer match about $973,350 at 4% or $648,900 at 6%; with 100% employer match about $730,012 at 4% or $486,675 at 6%.
2018156$29,324,840$1,197,924$21,392iApproximate average salary by contribution assumption: employee only about $534,788 at 4% or $356,525 at 6%; with 50% employer match about $356,525 at 4% or $237,683 at 6%; with 100% employer match about $267,394 at 4% or $178,263 at 6%.
Legacy Holding Company 401(K) Plan-56$29,324,840$1,197,924$21,392iApproximate average salary by contribution assumption: employee only about $534,788 at 4% or $356,525 at 6%; with 50% employer match about $356,525 at 4% or $237,683 at 6%; with 100% employer match about $267,394 at 4% or $178,263 at 6%.
2017156$36,894,239$1,314,988$23,482iApproximate average salary by contribution assumption: employee only about $587,048 at 4% or $391,365 at 6%; with 50% employer match about $391,365 at 4% or $260,910 at 6%; with 100% employer match about $293,524 at 4% or $195,683 at 6%.
Legacy Holding Company 401(K) Plan-56$36,894,239$1,314,988$23,482iApproximate average salary by contribution assumption: employee only about $587,048 at 4% or $391,365 at 6%; with 50% employer match about $391,365 at 4% or $260,910 at 6%; with 100% employer match about $293,524 at 4% or $195,683 at 6%.
2016158$34,025,296$1,306,660$22,529iApproximate average salary by contribution assumption: employee only about $563,216 at 4% or $375,477 at 6%; with 50% employer match about $375,477 at 4% or $250,318 at 6%; with 100% employer match about $281,608 at 4% or $187,739 at 6%.
Legacy Holding Company 401(K) Plan-58$34,025,296$1,306,660$22,529iApproximate average salary by contribution assumption: employee only about $563,216 at 4% or $375,477 at 6%; with 50% employer match about $375,477 at 4% or $250,318 at 6%; with 100% employer match about $281,608 at 4% or $187,739 at 6%.
2015161$33,445,647$1,375,665$22,552iApproximate average salary by contribution assumption: employee only about $563,797 at 4% or $375,865 at 6%; with 50% employer match about $375,865 at 4% or $250,577 at 6%; with 100% employer match about $281,899 at 4% or $187,932 at 6%.
Legacy Holding Company 401(K) Plan-61$33,445,647$1,375,665$22,552iApproximate average salary by contribution assumption: employee only about $563,797 at 4% or $375,865 at 6%; with 50% employer match about $375,865 at 4% or $250,577 at 6%; with 100% employer match about $281,899 at 4% or $187,932 at 6%.
2014164$36,030,998$1,408,007$22,000iApproximate average salary by contribution assumption: employee only about $550,003 at 4% or $366,668 at 6%; with 50% employer match about $366,668 at 4% or $244,446 at 6%; with 100% employer match about $275,001 at 4% or $183,334 at 6%.
Legacy Holding Company 401(K) Plan-64$36,030,998$1,408,007$22,000iApproximate average salary by contribution assumption: employee only about $550,003 at 4% or $366,668 at 6%; with 50% employer match about $366,668 at 4% or $244,446 at 6%; with 100% employer match about $275,001 at 4% or $183,334 at 6%.
2013168$34,212,989$1,364,284$20,063iApproximate average salary by contribution assumption: employee only about $501,575 at 4% or $334,383 at 6%; with 50% employer match about $334,383 at 4% or $222,922 at 6%; with 100% employer match about $250,788 at 4% or $167,192 at 6%.
Legacy Holding Company 401(K) Plan-68$34,212,989$1,364,284$20,063iApproximate average salary by contribution assumption: employee only about $501,575 at 4% or $334,383 at 6%; with 50% employer match about $334,383 at 4% or $222,922 at 6%; with 100% employer match about $250,788 at 4% or $167,192 at 6%.
2012166$29,214,243$1,314,117$19,911iApproximate average salary by contribution assumption: employee only about $497,772 at 4% or $331,848 at 6%; with 50% employer match about $331,848 at 4% or $221,232 at 6%; with 100% employer match about $248,886 at 4% or $165,924 at 6%.
Legacy Holding Company 401(K) Plan-66$29,214,243$1,314,117$19,911iApproximate average salary by contribution assumption: employee only about $497,772 at 4% or $331,848 at 6%; with 50% employer match about $331,848 at 4% or $221,232 at 6%; with 100% employer match about $248,886 at 4% or $165,924 at 6%.
2011169$26,089,792$1,288,204$18,670iApproximate average salary by contribution assumption: employee only about $466,741 at 4% or $311,160 at 6%; with 50% employer match about $311,160 at 4% or $207,440 at 6%; with 100% employer match about $233,370 at 4% or $155,580 at 6%.
Legacy Holding Company 401(K) Plan-69$26,089,792$1,288,204$18,670iApproximate average salary by contribution assumption: employee only about $466,741 at 4% or $311,160 at 6%; with 50% employer match about $311,160 at 4% or $207,440 at 6%; with 100% employer match about $233,370 at 4% or $155,580 at 6%.
2010166$26,813,309$1,221,249$18,504iApproximate average salary by contribution assumption: employee only about $462,594 at 4% or $308,396 at 6%; with 50% employer match about $308,396 at 4% or $205,597 at 6%; with 100% employer match about $231,297 at 4% or $154,198 at 6%.
Legacy Holding Company 401(K) Plan-66$26,813,309$1,221,249$18,504iApproximate average salary by contribution assumption: employee only about $462,594 at 4% or $308,396 at 6%; with 50% employer match about $308,396 at 4% or $205,597 at 6%; with 100% employer match about $231,297 at 4% or $154,198 at 6%.
2009166$24,107,275$1,210,791$18,345iApproximate average salary by contribution assumption: employee only about $458,633 at 4% or $305,755 at 6%; with 50% employer match about $305,755 at 4% or $203,837 at 6%; with 100% employer match about $229,316 at 4% or $152,878 at 6%.
Legacy Holding Company 401(K) Plan-66$24,107,275$1,210,791$18,345iApproximate average salary by contribution assumption: employee only about $458,633 at 4% or $305,755 at 6%; with 50% employer match about $305,755 at 4% or $203,837 at 6%; with 100% employer match about $229,316 at 4% or $152,878 at 6%.
2008164$21,179,783$1,170,746$18,293iApproximate average salary by contribution assumption: employee only about $457,323 at 4% or $304,882 at 6%; with 50% employer match about $304,882 at 4% or $203,255 at 6%; with 100% employer match about $228,661 at 4% or $152,441 at 6%.
Legacy Holding Company 401(K) Plan-64$21,179,783$1,170,746$18,293iApproximate average salary by contribution assumption: employee only about $457,323 at 4% or $304,882 at 6%; with 50% employer match about $304,882 at 4% or $203,255 at 6%; with 100% employer match about $228,661 at 4% or $152,441 at 6%.
2007175$30,864,418$1,198,336$15,978iApproximate average salary by contribution assumption: employee only about $399,445 at 4% or $266,297 at 6%; with 50% employer match about $266,297 at 4% or $177,531 at 6%; with 100% employer match about $199,723 at 4% or $133,148 at 6%.
Legacy Holding Company 401(K) Plan-75$30,864,418$1,198,336$15,978iApproximate average salary by contribution assumption: employee only about $399,445 at 4% or $266,297 at 6%; with 50% employer match about $266,297 at 4% or $177,531 at 6%; with 100% employer match about $199,723 at 4% or $133,148 at 6%.
2006176$30,578,024$1,155,434$15,203iApproximate average salary by contribution assumption: employee only about $380,077 at 4% or $253,385 at 6%; with 50% employer match about $253,385 at 4% or $168,923 at 6%; with 100% employer match about $190,038 at 4% or $126,692 at 6%.
Legacy Holding Company 401(K) Plan-76$30,578,024$1,155,434$15,203iApproximate average salary by contribution assumption: employee only about $380,077 at 4% or $253,385 at 6%; with 50% employer match about $253,385 at 4% or $168,923 at 6%; with 100% employer match about $190,038 at 4% or $126,692 at 6%.
2005160$28,799,354$1,061,085$17,685iApproximate average salary by contribution assumption: employee only about $442,119 at 4% or $294,746 at 6%; with 50% employer match about $294,746 at 4% or $196,497 at 6%; with 100% employer match about $221,059 at 4% or $147,373 at 6%.
Legacy Holding Company 401(K) Plan-60$28,799,354$1,061,085$17,685iApproximate average salary by contribution assumption: employee only about $442,119 at 4% or $294,746 at 6%; with 50% employer match about $294,746 at 4% or $196,497 at 6%; with 100% employer match about $221,059 at 4% or $147,373 at 6%.
2004165$28,045,952$1,061,670$16,333iApproximate average salary by contribution assumption: employee only about $408,335 at 4% or $272,223 at 6%; with 50% employer match about $272,223 at 4% or $181,482 at 6%; with 100% employer match about $204,167 at 4% or $136,112 at 6%.
Legacy Holding Company 401(K) Plan-65$28,045,952$1,061,670$16,333iApproximate average salary by contribution assumption: employee only about $408,335 at 4% or $272,223 at 6%; with 50% employer match about $272,223 at 4% or $181,482 at 6%; with 100% employer match about $204,167 at 4% or $136,112 at 6%.
2003173$25,918,404$903,018$12,370iApproximate average salary by contribution assumption: employee only about $309,253 at 4% or $206,168 at 6%; with 50% employer match about $206,168 at 4% or $137,446 at 6%; with 100% employer match about $154,626 at 4% or $103,084 at 6%.
Legacy Holding Company 401(K) Plan-73$25,918,404$903,018$12,370iApproximate average salary by contribution assumption: employee only about $309,253 at 4% or $206,168 at 6%; with 50% employer match about $206,168 at 4% or $137,446 at 6%; with 100% employer match about $154,626 at 4% or $103,084 at 6%.
2002296$22,166,636$846,788$8,821iApproximate average salary by contribution assumption: employee only about $220,518 at 4% or $147,012 at 6%; with 50% employer match about $147,012 at 4% or $98,008 at 6%; with 100% employer match about $110,259 at 4% or $73,506 at 6%.
LEGACY HOLDING COMPANY RETIREMENT PLAN-72$12,521,365$362,401$5,033iApproximate average salary by contribution assumption: employee only about $125,834 at 4% or $83,889 at 6%; with 50% employer match about $83,889 at 4% or $55,926 at 6%; with 100% employer match about $62,917 at 4% or $41,945 at 6%.
Legacy Holding Company 401(K) Plan-96$9,645,271$484,387$5,046iApproximate average salary by contribution assumption: employee only about $126,142 at 4% or $84,095 at 6%; with 50% employer match about $84,095 at 4% or $56,063 at 6%; with 100% employer match about $63,071 at 4% or $42,047 at 6%.
20014162$30,636,688$796,131$4,914iApproximate average salary by contribution assumption: employee only about $122,860 at 4% or $81,906 at 6%; with 50% employer match about $81,906 at 4% or $54,604 at 6%; with 100% employer match about $61,430 at 4% or $40,953 at 6%.
LEGACY HOLDING COMPANY RETIREMENT PLAN-95$17,154,902$365,092$3,843iApproximate average salary by contribution assumption: employee only about $96,077 at 4% or $64,051 at 6%; with 50% employer match about $64,051 at 4% or $42,701 at 6%; with 100% employer match about $48,038 at 4% or $32,026 at 6%.
Legacy Holding Company 401(K) Plan-162$13,481,786$431,039$2,661iApproximate average salary by contribution assumption: employee only about $66,518 at 4% or $44,346 at 6%; with 50% employer match about $44,346 at 4% or $29,564 at 6%; with 100% employer match about $33,259 at 4% or $22,173 at 6%.
GROUP LONG TERM DISABILITY PLAN-63---
GROUP ACCIDENTAL DEATH & DISMEMBERMENT PLAN-64---
20004112$0$0-
GROUP HEALTH INSURANCE PLAN-112---
GROUP LONG TERM DISABILITY PLAN-64---
GROUP LIFE INSURANCE PLAN-64---
GROUP ACCIDENTAL DEATH AND DISMEMBERMENT PLAN-50---