Civic Intelligence

Legacy Heritage Partners LLC

Plan context: Legacy Heritage Partners LLC 401(K) Plan

EIN 77-0645981 • New York, NY • 20 filings • 3 plans

55 East 59th StreetNew York, NY 10022
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$2,547,482

2025 Contributions

$280,501

Historical Graphs

Total Assets Over Time

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

$2,773,761$1,386,881$0200620162025YearValue
$2,547,482Latest year 2025

Participants Over Time

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

23120200620162025YearValue
15Latest year 2025

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
2025115$2,547,482$280,501$18,700iApproximate average salary by contribution assumption: employee only about $467,502 at 4% or $311,668 at 6%; with 50% employer match about $311,668 at 4% or $207,779 at 6%; with 100% employer match about $233,751 at 4% or $155,834 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-15$2,547,482$280,501$18,700iApproximate average salary by contribution assumption: employee only about $467,502 at 4% or $311,668 at 6%; with 50% employer match about $311,668 at 4% or $207,779 at 6%; with 100% employer match about $233,751 at 4% or $155,834 at 6%.
2024116$2,471,238$381,130$23,821iApproximate average salary by contribution assumption: employee only about $595,516 at 4% or $397,010 at 6%; with 50% employer match about $397,010 at 4% or $264,674 at 6%; with 100% employer match about $297,758 at 4% or $198,505 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-16$2,471,238$381,130$23,821iApproximate average salary by contribution assumption: employee only about $595,516 at 4% or $397,010 at 6%; with 50% employer match about $397,010 at 4% or $264,674 at 6%; with 100% employer match about $297,758 at 4% or $198,505 at 6%.
2023123$2,773,761$442,146$19,224iApproximate average salary by contribution assumption: employee only about $480,593 at 4% or $320,396 at 6%; with 50% employer match about $320,396 at 4% or $213,597 at 6%; with 100% employer match about $240,297 at 4% or $160,198 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-23$2,773,761$442,146$19,224iApproximate average salary by contribution assumption: employee only about $480,593 at 4% or $320,396 at 6%; with 50% employer match about $320,396 at 4% or $213,597 at 6%; with 100% employer match about $240,297 at 4% or $160,198 at 6%.
2022123$2,113,392$451,639$19,636iApproximate average salary by contribution assumption: employee only about $490,912 at 4% or $327,275 at 6%; with 50% employer match about $327,275 at 4% or $218,183 at 6%; with 100% employer match about $245,456 at 4% or $163,637 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-23$2,113,392$451,639$19,636iApproximate average salary by contribution assumption: employee only about $490,912 at 4% or $327,275 at 6%; with 50% employer match about $327,275 at 4% or $218,183 at 6%; with 100% employer match about $245,456 at 4% or $163,637 at 6%.
2021121$2,753,753$462,109$22,005iApproximate average salary by contribution assumption: employee only about $550,130 at 4% or $366,753 at 6%; with 50% employer match about $366,753 at 4% or $244,502 at 6%; with 100% employer match about $275,065 at 4% or $183,377 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-21$2,753,753$462,109$22,005iApproximate average salary by contribution assumption: employee only about $550,130 at 4% or $366,753 at 6%; with 50% employer match about $366,753 at 4% or $244,502 at 6%; with 100% employer match about $275,065 at 4% or $183,377 at 6%.
2020123$2,121,161$430,845$18,732iApproximate average salary by contribution assumption: employee only about $468,310 at 4% or $312,207 at 6%; with 50% employer match about $312,207 at 4% or $208,138 at 6%; with 100% employer match about $234,155 at 4% or $156,103 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-23$2,121,161$430,845$18,732iApproximate average salary by contribution assumption: employee only about $468,310 at 4% or $312,207 at 6%; with 50% employer match about $312,207 at 4% or $208,138 at 6%; with 100% employer match about $234,155 at 4% or $156,103 at 6%.
2019122$2,526,624$335,711$15,260iApproximate average salary by contribution assumption: employee only about $381,490 at 4% or $254,327 at 6%; with 50% employer match about $254,327 at 4% or $169,551 at 6%; with 100% employer match about $190,745 at 4% or $127,163 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-22$2,526,624$335,711$15,260iApproximate average salary by contribution assumption: employee only about $381,490 at 4% or $254,327 at 6%; with 50% employer match about $254,327 at 4% or $169,551 at 6%; with 100% employer match about $190,745 at 4% or $127,163 at 6%.
2018118$1,848,162$144,013$8,001iApproximate average salary by contribution assumption: employee only about $200,018 at 4% or $133,345 at 6%; with 50% employer match about $133,345 at 4% or $88,897 at 6%; with 100% employer match about $100,009 at 4% or $66,673 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-18$1,848,162$144,013$8,001iApproximate average salary by contribution assumption: employee only about $200,018 at 4% or $133,345 at 6%; with 50% employer match about $133,345 at 4% or $88,897 at 6%; with 100% employer match about $100,009 at 4% or $66,673 at 6%.
2017114$1,798,026$174,278$12,448iApproximate average salary by contribution assumption: employee only about $311,211 at 4% or $207,474 at 6%; with 50% employer match about $207,474 at 4% or $138,316 at 6%; with 100% employer match about $155,605 at 4% or $103,737 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-14$1,798,026$174,278$12,448iApproximate average salary by contribution assumption: employee only about $311,211 at 4% or $207,474 at 6%; with 50% employer match about $207,474 at 4% or $138,316 at 6%; with 100% employer match about $155,605 at 4% or $103,737 at 6%.
2016112$1,407,804$123,001$10,250iApproximate average salary by contribution assumption: employee only about $256,252 at 4% or $170,835 at 6%; with 50% employer match about $170,835 at 4% or $113,890 at 6%; with 100% employer match about $128,126 at 4% or $85,417 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-12$1,407,804$123,001$10,250iApproximate average salary by contribution assumption: employee only about $256,252 at 4% or $170,835 at 6%; with 50% employer match about $170,835 at 4% or $113,890 at 6%; with 100% employer match about $128,126 at 4% or $85,417 at 6%.
201519$1,173,365$146,774$16,308iApproximate average salary by contribution assumption: employee only about $407,706 at 4% or $271,804 at 6%; with 50% employer match about $271,804 at 4% or $181,202 at 6%; with 100% employer match about $203,853 at 4% or $135,902 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-9$1,173,365$146,774$16,308iApproximate average salary by contribution assumption: employee only about $407,706 at 4% or $271,804 at 6%; with 50% employer match about $271,804 at 4% or $181,202 at 6%; with 100% employer match about $203,853 at 4% or $135,902 at 6%.
201419$1,023,163$101,253$11,250iApproximate average salary by contribution assumption: employee only about $281,258 at 4% or $187,506 at 6%; with 50% employer match about $187,506 at 4% or $125,004 at 6%; with 100% employer match about $140,629 at 4% or $93,753 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-9$1,023,163$101,253$11,250iApproximate average salary by contribution assumption: employee only about $281,258 at 4% or $187,506 at 6%; with 50% employer match about $187,506 at 4% or $125,004 at 6%; with 100% employer match about $140,629 at 4% or $93,753 at 6%.
201319$855,747$122,553$13,617iApproximate average salary by contribution assumption: employee only about $340,425 at 4% or $226,950 at 6%; with 50% employer match about $226,950 at 4% or $151,300 at 6%; with 100% employer match about $170,213 at 4% or $113,475 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-9$855,747$122,553$13,617iApproximate average salary by contribution assumption: employee only about $340,425 at 4% or $226,950 at 6%; with 50% employer match about $226,950 at 4% or $151,300 at 6%; with 100% employer match about $170,213 at 4% or $113,475 at 6%.
2012110$764,889$147,799$14,780iApproximate average salary by contribution assumption: employee only about $369,498 at 4% or $246,332 at 6%; with 50% employer match about $246,332 at 4% or $164,221 at 6%; with 100% employer match about $184,749 at 4% or $123,166 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-10$764,889$147,799$14,780iApproximate average salary by contribution assumption: employee only about $369,498 at 4% or $246,332 at 6%; with 50% employer match about $246,332 at 4% or $164,221 at 6%; with 100% employer match about $184,749 at 4% or $123,166 at 6%.
2011112$551,516$133,545$11,129iApproximate average salary by contribution assumption: employee only about $278,219 at 4% or $185,479 at 6%; with 50% employer match about $185,479 at 4% or $123,653 at 6%; with 100% employer match about $139,109 at 4% or $92,740 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-12$551,516$133,545$11,129iApproximate average salary by contribution assumption: employee only about $278,219 at 4% or $185,479 at 6%; with 50% employer match about $185,479 at 4% or $123,653 at 6%; with 100% employer match about $139,109 at 4% or $92,740 at 6%.
2010114$518,078$148,840$10,631iApproximate average salary by contribution assumption: employee only about $265,786 at 4% or $177,190 at 6%; with 50% employer match about $177,190 at 4% or $118,127 at 6%; with 100% employer match about $132,893 at 4% or $88,595 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-14$518,078$148,840$10,631iApproximate average salary by contribution assumption: employee only about $265,786 at 4% or $177,190 at 6%; with 50% employer match about $177,190 at 4% or $118,127 at 6%; with 100% employer match about $132,893 at 4% or $88,595 at 6%.
2009111$313,240$115,179$10,471iApproximate average salary by contribution assumption: employee only about $261,770 at 4% or $174,514 at 6%; with 50% employer match about $174,514 at 4% or $116,342 at 6%; with 100% employer match about $130,885 at 4% or $87,257 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-11$313,240$115,179$10,471iApproximate average salary by contribution assumption: employee only about $261,770 at 4% or $174,514 at 6%; with 50% employer match about $174,514 at 4% or $116,342 at 6%; with 100% employer match about $130,885 at 4% or $87,257 at 6%.
200819$159,229$112,442$12,494iApproximate average salary by contribution assumption: employee only about $312,339 at 4% or $208,226 at 6%; with 50% employer match about $208,226 at 4% or $138,817 at 6%; with 100% employer match about $156,169 at 4% or $104,113 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-9$159,229$112,442$12,494iApproximate average salary by contribution assumption: employee only about $312,339 at 4% or $208,226 at 6%; with 50% employer match about $208,226 at 4% or $138,817 at 6%; with 100% employer match about $156,169 at 4% or $104,113 at 6%.
200714$132,470$75,882$18,971iApproximate average salary by contribution assumption: employee only about $474,263 at 4% or $316,175 at 6%; with 50% employer match about $316,175 at 4% or $210,783 at 6%; with 100% employer match about $237,131 at 4% or $158,088 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-4$132,470$75,882$18,971iApproximate average salary by contribution assumption: employee only about $474,263 at 4% or $316,175 at 6%; with 50% employer match about $316,175 at 4% or $210,783 at 6%; with 100% employer match about $237,131 at 4% or $158,088 at 6%.
200611$56,275$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Legacy Heritage Partners LLC 401(K) Plan-1$56,275$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.