Civic Intelligence

Legacy Asset Management Inc.

Plan context: Legacy Asset Management Inc. 401K Profit Sharing Plan

EIN 76-0574055 • Houston, TX • 22 filings • 1 plans

3411 Richmond Ave, Suite 750Houston, TX 77046
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$1,105,848

2023 Contributions

$121,572

Historical Graphs

Total Assets Over Time

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

$1,244,397$622,199$0200220122022YearValue
$1,105,848Latest year 2022

Participants Over Time

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

1160200220122022YearValue
10Latest year 2022

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
202310$0$121,572-
Legacy Asset Management Inc. 401K Profit Sharing Plan-0$0$121,572-
2022110$1,105,848$154,996$15,500iApproximate average salary by contribution assumption: employee only about $387,490 at 4% or $258,327 at 6%; with 50% employer match about $258,327 at 4% or $172,218 at 6%; with 100% employer match about $193,745 at 4% or $129,163 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-10$1,105,848$154,996$15,500iApproximate average salary by contribution assumption: employee only about $387,490 at 4% or $258,327 at 6%; with 50% employer match about $258,327 at 4% or $172,218 at 6%; with 100% employer match about $193,745 at 4% or $129,163 at 6%.
2021111$1,244,397$58,750$5,341iApproximate average salary by contribution assumption: employee only about $133,523 at 4% or $89,015 at 6%; with 50% employer match about $89,015 at 4% or $59,343 at 6%; with 100% employer match about $66,761 at 4% or $44,508 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-11$1,244,397$58,750$5,341iApproximate average salary by contribution assumption: employee only about $133,523 at 4% or $89,015 at 6%; with 50% employer match about $89,015 at 4% or $59,343 at 6%; with 100% employer match about $66,761 at 4% or $44,508 at 6%.
202017$996,702$103,281$14,754iApproximate average salary by contribution assumption: employee only about $368,861 at 4% or $245,907 at 6%; with 50% employer match about $245,907 at 4% or $163,938 at 6%; with 100% employer match about $184,430 at 4% or $122,954 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-7$996,702$103,281$14,754iApproximate average salary by contribution assumption: employee only about $368,861 at 4% or $245,907 at 6%; with 50% employer match about $245,907 at 4% or $163,938 at 6%; with 100% employer match about $184,430 at 4% or $122,954 at 6%.
2019111$1,233,353$82,837$7,531iApproximate average salary by contribution assumption: employee only about $188,266 at 4% or $125,511 at 6%; with 50% employer match about $125,511 at 4% or $83,674 at 6%; with 100% employer match about $94,133 at 4% or $62,755 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-11$1,233,353$82,837$7,531iApproximate average salary by contribution assumption: employee only about $188,266 at 4% or $125,511 at 6%; with 50% employer match about $125,511 at 4% or $83,674 at 6%; with 100% employer match about $94,133 at 4% or $62,755 at 6%.
2018111$930,568$193,720$17,611iApproximate average salary by contribution assumption: employee only about $440,273 at 4% or $293,515 at 6%; with 50% employer match about $293,515 at 4% or $195,677 at 6%; with 100% employer match about $220,136 at 4% or $146,758 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-11$930,568$193,720$17,611iApproximate average salary by contribution assumption: employee only about $440,273 at 4% or $293,515 at 6%; with 50% employer match about $293,515 at 4% or $195,677 at 6%; with 100% employer match about $220,136 at 4% or $146,758 at 6%.
201719$840,509$81,583$9,065iApproximate average salary by contribution assumption: employee only about $226,619 at 4% or $151,080 at 6%; with 50% employer match about $151,080 at 4% or $100,720 at 6%; with 100% employer match about $113,310 at 4% or $75,540 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-9$840,509$81,583$9,065iApproximate average salary by contribution assumption: employee only about $226,619 at 4% or $151,080 at 6%; with 50% employer match about $151,080 at 4% or $100,720 at 6%; with 100% employer match about $113,310 at 4% or $75,540 at 6%.
2016110$677,731$49,079$4,908iApproximate average salary by contribution assumption: employee only about $122,697 at 4% or $81,798 at 6%; with 50% employer match about $81,798 at 4% or $54,532 at 6%; with 100% employer match about $61,349 at 4% or $40,899 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-10$677,731$49,079$4,908iApproximate average salary by contribution assumption: employee only about $122,697 at 4% or $81,798 at 6%; with 50% employer match about $81,798 at 4% or $54,532 at 6%; with 100% employer match about $61,349 at 4% or $40,899 at 6%.
201518$639,466$45,885$5,736iApproximate average salary by contribution assumption: employee only about $143,391 at 4% or $95,594 at 6%; with 50% employer match about $95,594 at 4% or $63,729 at 6%; with 100% employer match about $71,695 at 4% or $47,797 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-8$639,466$45,885$5,736iApproximate average salary by contribution assumption: employee only about $143,391 at 4% or $95,594 at 6%; with 50% employer match about $95,594 at 4% or $63,729 at 6%; with 100% employer match about $71,695 at 4% or $47,797 at 6%.
201418$636,463$73,942$9,243iApproximate average salary by contribution assumption: employee only about $231,069 at 4% or $154,046 at 6%; with 50% employer match about $154,046 at 4% or $102,697 at 6%; with 100% employer match about $115,534 at 4% or $77,023 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-8$636,463$73,942$9,243iApproximate average salary by contribution assumption: employee only about $231,069 at 4% or $154,046 at 6%; with 50% employer match about $154,046 at 4% or $102,697 at 6%; with 100% employer match about $115,534 at 4% or $77,023 at 6%.
201317$550,396$100,759$14,394iApproximate average salary by contribution assumption: employee only about $359,854 at 4% or $239,902 at 6%; with 50% employer match about $239,902 at 4% or $159,935 at 6%; with 100% employer match about $179,927 at 4% or $119,951 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-7$550,396$100,759$14,394iApproximate average salary by contribution assumption: employee only about $359,854 at 4% or $239,902 at 6%; with 50% employer match about $239,902 at 4% or $159,935 at 6%; with 100% employer match about $179,927 at 4% or $119,951 at 6%.
201216$518,143$67,849$11,308iApproximate average salary by contribution assumption: employee only about $282,704 at 4% or $188,469 at 6%; with 50% employer match about $188,469 at 4% or $125,646 at 6%; with 100% employer match about $141,352 at 4% or $94,235 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-6$518,143$67,849$11,308iApproximate average salary by contribution assumption: employee only about $282,704 at 4% or $188,469 at 6%; with 50% employer match about $188,469 at 4% or $125,646 at 6%; with 100% employer match about $141,352 at 4% or $94,235 at 6%.
201116$402,084$55,441$9,240iApproximate average salary by contribution assumption: employee only about $231,004 at 4% or $154,003 at 6%; with 50% employer match about $154,003 at 4% or $102,669 at 6%; with 100% employer match about $115,502 at 4% or $77,001 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-6$402,084$55,441$9,240iApproximate average salary by contribution assumption: employee only about $231,004 at 4% or $154,003 at 6%; with 50% employer match about $154,003 at 4% or $102,669 at 6%; with 100% employer match about $115,502 at 4% or $77,001 at 6%.
201016$381,782$44,156$7,359iApproximate average salary by contribution assumption: employee only about $183,983 at 4% or $122,656 at 6%; with 50% employer match about $122,656 at 4% or $81,770 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-6$381,782$44,156$7,359iApproximate average salary by contribution assumption: employee only about $183,983 at 4% or $122,656 at 6%; with 50% employer match about $122,656 at 4% or $81,770 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
200916$308,917$42,369$7,062iApproximate average salary by contribution assumption: employee only about $176,538 at 4% or $117,692 at 6%; with 50% employer match about $117,692 at 4% or $78,461 at 6%; with 100% employer match about $88,269 at 4% or $58,846 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-6$308,917$42,369$7,062iApproximate average salary by contribution assumption: employee only about $176,538 at 4% or $117,692 at 6%; with 50% employer match about $117,692 at 4% or $78,461 at 6%; with 100% employer match about $88,269 at 4% or $58,846 at 6%.
200816$203,464$42,857$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,047 at 6%; with 50% employer match about $119,047 at 4% or $79,365 at 6%; with 100% employer match about $89,285 at 4% or $59,524 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-6$203,464$42,857$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,047 at 6%; with 50% employer match about $119,047 at 4% or $79,365 at 6%; with 100% employer match about $89,285 at 4% or $59,524 at 6%.
200716$254,387$36,373$6,062iApproximate average salary by contribution assumption: employee only about $151,554 at 4% or $101,036 at 6%; with 50% employer match about $101,036 at 4% or $67,357 at 6%; with 100% employer match about $75,777 at 4% or $50,518 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-6$254,387$36,373$6,062iApproximate average salary by contribution assumption: employee only about $151,554 at 4% or $101,036 at 6%; with 50% employer match about $101,036 at 4% or $67,357 at 6%; with 100% employer match about $75,777 at 4% or $50,518 at 6%.
200619$225,089$33,012$3,668iApproximate average salary by contribution assumption: employee only about $91,700 at 4% or $61,133 at 6%; with 50% employer match about $61,133 at 4% or $40,756 at 6%; with 100% employer match about $45,850 at 4% or $30,567 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-9$225,089$33,012$3,668iApproximate average salary by contribution assumption: employee only about $91,700 at 4% or $61,133 at 6%; with 50% employer match about $61,133 at 4% or $40,756 at 6%; with 100% employer match about $45,850 at 4% or $30,567 at 6%.
200517$166,853$40,021$5,717iApproximate average salary by contribution assumption: employee only about $142,932 at 4% or $95,288 at 6%; with 50% employer match about $95,288 at 4% or $63,525 at 6%; with 100% employer match about $71,466 at 4% or $47,644 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-7$166,853$40,021$5,717iApproximate average salary by contribution assumption: employee only about $142,932 at 4% or $95,288 at 6%; with 50% employer match about $95,288 at 4% or $63,525 at 6%; with 100% employer match about $71,466 at 4% or $47,644 at 6%.
200417$113,427$51,522$7,360iApproximate average salary by contribution assumption: employee only about $184,007 at 4% or $122,671 at 6%; with 50% employer match about $122,671 at 4% or $81,781 at 6%; with 100% employer match about $92,004 at 4% or $61,336 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-7$113,427$51,522$7,360iApproximate average salary by contribution assumption: employee only about $184,007 at 4% or $122,671 at 6%; with 50% employer match about $122,671 at 4% or $81,781 at 6%; with 100% employer match about $92,004 at 4% or $61,336 at 6%.
200315$50,248$22,897$4,579iApproximate average salary by contribution assumption: employee only about $114,485 at 4% or $76,323 at 6%; with 50% employer match about $76,323 at 4% or $50,882 at 6%; with 100% employer match about $57,242 at 4% or $38,162 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-5$50,248$22,897$4,579iApproximate average salary by contribution assumption: employee only about $114,485 at 4% or $76,323 at 6%; with 50% employer match about $76,323 at 4% or $50,882 at 6%; with 100% employer match about $57,242 at 4% or $38,162 at 6%.
200214$18,739$18,739$4,685iApproximate average salary by contribution assumption: employee only about $117,119 at 4% or $78,079 at 6%; with 50% employer match about $78,079 at 4% or $52,053 at 6%; with 100% employer match about $58,559 at 4% or $39,040 at 6%.
Legacy Asset Management Inc. 401K Profit Sharing Plan-4$18,739$18,739$4,685iApproximate average salary by contribution assumption: employee only about $117,119 at 4% or $78,079 at 6%; with 50% employer match about $78,079 at 4% or $52,053 at 6%; with 100% employer match about $58,559 at 4% or $39,040 at 6%.