True Legacy
Plan context: True Legacy 401(K) Plan
EIN 83-1985983 • San Diego, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
82
2025 Assets
$825,883
2025 Contributions
$307,062
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 82 | $825,883 | $307,062 | $3,745iApproximate average salary by contribution assumption: employee only about $93,616 at 4% or $62,411 at 6%; with 50% employer match about $62,411 at 4% or $41,607 at 6%; with 100% employer match about $46,808 at 4% or $31,205 at 6%. |
| True Legacy 401(K) Plan | - | 82 | $825,883 | $307,062 | $3,745iApproximate average salary by contribution assumption: employee only about $93,616 at 4% or $62,411 at 6%; with 50% employer match about $62,411 at 4% or $41,607 at 6%; with 100% employer match about $46,808 at 4% or $31,205 at 6%. |
| 2024 | 1 | 65 | $510,752 | $244,703 | $3,765iApproximate average salary by contribution assumption: employee only about $94,117 at 4% or $62,744 at 6%; with 50% employer match about $62,744 at 4% or $41,830 at 6%; with 100% employer match about $47,058 at 4% or $31,372 at 6%. |
| True Legacy 401(K) Plan | - | 65 | $510,752 | $244,703 | $3,765iApproximate average salary by contribution assumption: employee only about $94,117 at 4% or $62,744 at 6%; with 50% employer match about $62,744 at 4% or $41,830 at 6%; with 100% employer match about $47,058 at 4% or $31,372 at 6%. |
| 2023 | 1 | 131 | $311,253 | $186,989 | $1,427iApproximate average salary by contribution assumption: employee only about $35,685 at 4% or $23,790 at 6%; with 50% employer match about $23,790 at 4% or $15,860 at 6%; with 100% employer match about $17,842 at 4% or $11,895 at 6%. |
| True Legacy 401(K) Plan | - | 131 | $311,253 | $186,989 | $1,427iApproximate average salary by contribution assumption: employee only about $35,685 at 4% or $23,790 at 6%; with 50% employer match about $23,790 at 4% or $15,860 at 6%; with 100% employer match about $17,842 at 4% or $11,895 at 6%. |
| 2022 | 1 | 85 | $111,779 | $112,792 | $1,327iApproximate average salary by contribution assumption: employee only about $33,174 at 4% or $22,116 at 6%; with 50% employer match about $22,116 at 4% or $14,744 at 6%; with 100% employer match about $16,587 at 4% or $11,058 at 6%. |
| True Legacy 401(K) Plan | - | 85 | $111,779 | $112,792 | $1,327iApproximate average salary by contribution assumption: employee only about $33,174 at 4% or $22,116 at 6%; with 50% employer match about $22,116 at 4% or $14,744 at 6%; with 100% employer match about $16,587 at 4% or $11,058 at 6%. |
| 2021 | 1 | 51 | $20,132 | $19,687 | $386iApproximate average salary by contribution assumption: employee only about $9,650 at 4% or $6,434 at 6%; with 50% employer match about $6,434 at 4% or $4,289 at 6%; with 100% employer match about $4,825 at 4% or $3,217 at 6%. |
| True Legacy 401(K) Plan | - | 51 | $20,132 | $19,687 | $386iApproximate average salary by contribution assumption: employee only about $9,650 at 4% or $6,434 at 6%; with 50% employer match about $6,434 at 4% or $4,289 at 6%; with 100% employer match about $4,825 at 4% or $3,217 at 6%. |