Current Snapshot
Latest Year
2025
2025 Participants
80
2025 Assets
$4,502,914
2025 Contributions
$647,812
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 | 80 | $4,502,914 | $647,812 | $8,098iApproximate average salary by contribution assumption: employee only about $202,441 at 4% or $134,961 at 6%; with 50% employer match about $134,961 at 4% or $89,974 at 6%; with 100% employer match about $101,221 at 4% or $67,480 at 6%. |
| Legacy Group Inc | - | 80 | $4,502,914 | $647,812 | $8,098iApproximate average salary by contribution assumption: employee only about $202,441 at 4% or $134,961 at 6%; with 50% employer match about $134,961 at 4% or $89,974 at 6%; with 100% employer match about $101,221 at 4% or $67,480 at 6%. |
| 2024 | 1 | 77 | $6,812,183 | $840,446 | $10,915iApproximate average salary by contribution assumption: employee only about $272,872 at 4% or $181,915 at 6%; with 50% employer match about $181,915 at 4% or $121,276 at 6%; with 100% employer match about $136,436 at 4% or $90,957 at 6%. |
| Legacy Group Inc | - | 77 | $6,812,183 | $840,446 | $10,915iApproximate average salary by contribution assumption: employee only about $272,872 at 4% or $181,915 at 6%; with 50% employer match about $181,915 at 4% or $121,276 at 6%; with 100% employer match about $136,436 at 4% or $90,957 at 6%. |
| 2023 | 1 | 78 | $5,921,676 | $719,679 | $9,227iApproximate average salary by contribution assumption: employee only about $230,666 at 4% or $153,778 at 6%; with 50% employer match about $153,778 at 4% or $102,518 at 6%; with 100% employer match about $115,333 at 4% or $76,889 at 6%. |
| Legacy Group Inc | - | 78 | $5,921,676 | $719,679 | $9,227iApproximate average salary by contribution assumption: employee only about $230,666 at 4% or $153,778 at 6%; with 50% employer match about $153,778 at 4% or $102,518 at 6%; with 100% employer match about $115,333 at 4% or $76,889 at 6%. |
| 2022 | 1 | 80 | $4,500,414 | $647,814 | $8,098iApproximate average salary by contribution assumption: employee only about $202,442 at 4% or $134,961 at 6%; with 50% employer match about $134,961 at 4% or $89,974 at 6%; with 100% employer match about $101,221 at 4% or $67,481 at 6%. |
| Legacy Group Inc | - | 80 | $4,500,414 | $647,814 | $8,098iApproximate average salary by contribution assumption: employee only about $202,442 at 4% or $134,961 at 6%; with 50% employer match about $134,961 at 4% or $89,974 at 6%; with 100% employer match about $101,221 at 4% or $67,481 at 6%. |
| 2021 | 1 | 79 | $4,715,399 | $552,987 | $7,000iApproximate average salary by contribution assumption: employee only about $174,996 at 4% or $116,664 at 6%; with 50% employer match about $116,664 at 4% or $77,776 at 6%; with 100% employer match about $87,498 at 4% or $58,332 at 6%. |
| Legacy Group Inc | - | 79 | $4,715,399 | $552,987 | $7,000iApproximate average salary by contribution assumption: employee only about $174,996 at 4% or $116,664 at 6%; with 50% employer match about $116,664 at 4% or $77,776 at 6%; with 100% employer match about $87,498 at 4% or $58,332 at 6%. |
| 2020 | 1 | 74 | $3,743,031 | $474,971 | $6,419iApproximate average salary by contribution assumption: employee only about $160,463 at 4% or $106,975 at 6%; with 50% employer match about $106,975 at 4% or $71,317 at 6%; with 100% employer match about $80,232 at 4% or $53,488 at 6%. |
| Legacy Group Inc | - | 74 | $3,743,031 | $474,971 | $6,419iApproximate average salary by contribution assumption: employee only about $160,463 at 4% or $106,975 at 6%; with 50% employer match about $106,975 at 4% or $71,317 at 6%; with 100% employer match about $80,232 at 4% or $53,488 at 6%. |
| 2019 | 1 | 72 | $3,021,988 | $474,943 | $6,596iApproximate average salary by contribution assumption: employee only about $164,911 at 4% or $109,941 at 6%; with 50% employer match about $109,941 at 4% or $73,294 at 6%; with 100% employer match about $82,455 at 4% or $54,970 at 6%. |
| Legacy Group Inc | - | 72 | $3,021,988 | $474,943 | $6,596iApproximate average salary by contribution assumption: employee only about $164,911 at 4% or $109,941 at 6%; with 50% employer match about $109,941 at 4% or $73,294 at 6%; with 100% employer match about $82,455 at 4% or $54,970 at 6%. |
| 2018 | 1 | 62 | $2,072,331 | $416,085 | $6,711iApproximate average salary by contribution assumption: employee only about $167,776 at 4% or $111,851 at 6%; with 50% employer match about $111,851 at 4% or $74,567 at 6%; with 100% employer match about $83,888 at 4% or $55,925 at 6%. |
| Legacy Group Inc | - | 62 | $2,072,331 | $416,085 | $6,711iApproximate average salary by contribution assumption: employee only about $167,776 at 4% or $111,851 at 6%; with 50% employer match about $111,851 at 4% or $74,567 at 6%; with 100% employer match about $83,888 at 4% or $55,925 at 6%. |
| 2017 | 1 | 47 | $1,786,319 | $318,443 | $6,775iApproximate average salary by contribution assumption: employee only about $169,385 at 4% or $112,923 at 6%; with 50% employer match about $112,923 at 4% or $75,282 at 6%; with 100% employer match about $84,692 at 4% or $56,462 at 6%. |
| Legacy Group Inc | - | 47 | $1,786,319 | $318,443 | $6,775iApproximate average salary by contribution assumption: employee only about $169,385 at 4% or $112,923 at 6%; with 50% employer match about $112,923 at 4% or $75,282 at 6%; with 100% employer match about $84,692 at 4% or $56,462 at 6%. |
| 2016 | 1 | 34 | $1,260,347 | $298,090 | $8,767iApproximate average salary by contribution assumption: employee only about $219,184 at 4% or $146,123 at 6%; with 50% employer match about $146,123 at 4% or $97,415 at 6%; with 100% employer match about $109,592 at 4% or $73,061 at 6%. |
| Legacy Group Inc | - | 34 | $1,260,347 | $298,090 | $8,767iApproximate average salary by contribution assumption: employee only about $219,184 at 4% or $146,123 at 6%; with 50% employer match about $146,123 at 4% or $97,415 at 6%; with 100% employer match about $109,592 at 4% or $73,061 at 6%. |
| 2015 | 1 | 25 | $901,734 | $178,389 | $7,136iApproximate average salary by contribution assumption: employee only about $178,389 at 4% or $118,926 at 6%; with 50% employer match about $118,926 at 4% or $79,284 at 6%; with 100% employer match about $89,195 at 4% or $59,463 at 6%. |
| Legacy Group Inc | - | 25 | $901,734 | $178,389 | $7,136iApproximate average salary by contribution assumption: employee only about $178,389 at 4% or $118,926 at 6%; with 50% employer match about $118,926 at 4% or $79,284 at 6%; with 100% employer match about $89,195 at 4% or $59,463 at 6%. |
| 2014 | 1 | 13 | $843,614 | $103,214 | $7,940iApproximate average salary by contribution assumption: employee only about $198,488 at 4% or $132,326 at 6%; with 50% employer match about $132,326 at 4% or $88,217 at 6%; with 100% employer match about $99,244 at 4% or $66,163 at 6%. |
| Legacy Group Inc | - | 13 | $843,614 | $103,214 | $7,940iApproximate average salary by contribution assumption: employee only about $198,488 at 4% or $132,326 at 6%; with 50% employer match about $132,326 at 4% or $88,217 at 6%; with 100% employer match about $99,244 at 4% or $66,163 at 6%. |
| 2013 | 1 | 12 | $690,001 | $70,611 | $5,884iApproximate average salary by contribution assumption: employee only about $147,106 at 4% or $98,071 at 6%; with 50% employer match about $98,071 at 4% or $65,381 at 6%; with 100% employer match about $73,553 at 4% or $49,035 at 6%. |
| Legacy Group Inc | - | 12 | $690,001 | $70,611 | $5,884iApproximate average salary by contribution assumption: employee only about $147,106 at 4% or $98,071 at 6%; with 50% employer match about $98,071 at 4% or $65,381 at 6%; with 100% employer match about $73,553 at 4% or $49,035 at 6%. |
| 2012 | 1 | 11 | $571,332 | $59,602 | $5,418iApproximate average salary by contribution assumption: employee only about $135,459 at 4% or $90,306 at 6%; with 50% employer match about $90,306 at 4% or $60,204 at 6%; with 100% employer match about $67,730 at 4% or $45,153 at 6%. |
| Legacy Group Inc | - | 11 | $571,332 | $59,602 | $5,418iApproximate average salary by contribution assumption: employee only about $135,459 at 4% or $90,306 at 6%; with 50% employer match about $90,306 at 4% or $60,204 at 6%; with 100% employer match about $67,730 at 4% or $45,153 at 6%. |
| 2011 | 1 | 11 | $477,091 | $100,230 | $9,112iApproximate average salary by contribution assumption: employee only about $227,795 at 4% or $151,864 at 6%; with 50% employer match about $151,864 at 4% or $101,242 at 6%; with 100% employer match about $113,898 at 4% or $75,932 at 6%. |
| Legacy Group Inc | - | 11 | $477,091 | $100,230 | $9,112iApproximate average salary by contribution assumption: employee only about $227,795 at 4% or $151,864 at 6%; with 50% employer match about $151,864 at 4% or $101,242 at 6%; with 100% employer match about $113,898 at 4% or $75,932 at 6%. |
| 2010 | 1 | 10 | $399,133 | $68,810 | $6,881iApproximate average salary by contribution assumption: employee only about $172,025 at 4% or $114,683 at 6%; with 50% employer match about $114,683 at 4% or $76,456 at 6%; with 100% employer match about $86,013 at 4% or $57,342 at 6%. |
| Legacy Group Inc | - | 10 | $399,133 | $68,810 | $6,881iApproximate average salary by contribution assumption: employee only about $172,025 at 4% or $114,683 at 6%; with 50% employer match about $114,683 at 4% or $76,456 at 6%; with 100% employer match about $86,013 at 4% or $57,342 at 6%. |
| 2009 | 1 | 10 | $296,295 | $85,670 | $8,567iApproximate average salary by contribution assumption: employee only about $214,175 at 4% or $142,783 at 6%; with 50% employer match about $142,783 at 4% or $95,189 at 6%; with 100% employer match about $107,088 at 4% or $71,392 at 6%. |
| Legacy Group Inc | - | 10 | $296,295 | $85,670 | $8,567iApproximate average salary by contribution assumption: employee only about $214,175 at 4% or $142,783 at 6%; with 50% employer match about $142,783 at 4% or $95,189 at 6%; with 100% employer match about $107,088 at 4% or $71,392 at 6%. |
| 2008 | 1 | 17 | $171,468 | $98,890 | $5,817iApproximate average salary by contribution assumption: employee only about $145,426 at 4% or $96,951 at 6%; with 50% employer match about $96,951 at 4% or $64,634 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%. |
| Legacy Group Inc | - | 17 | $171,468 | $98,890 | $5,817iApproximate average salary by contribution assumption: employee only about $145,426 at 4% or $96,951 at 6%; with 50% employer match about $96,951 at 4% or $64,634 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%. |