LEGACY WEALTH MANAGEMENT, LLC
Plan context: LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 84-1930135 • Ridgeland, MS • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$544,495
2025 Contributions
$96,845
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 | 4 | $544,495 | $96,845 | $24,211iApproximate average salary by contribution assumption: employee only about $605,281 at 4% or $403,521 at 6%; with 50% employer match about $403,521 at 4% or $269,014 at 6%; with 100% employer match about $302,641 at 4% or $201,760 at 6%. |
| LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 4 | $544,495 | $96,845 | $24,211iApproximate average salary by contribution assumption: employee only about $605,281 at 4% or $403,521 at 6%; with 50% employer match about $403,521 at 4% or $269,014 at 6%; with 100% employer match about $302,641 at 4% or $201,760 at 6%. |
| 2024 | 1 | 4 | $377,918 | $93,052 | $23,263iApproximate average salary by contribution assumption: employee only about $581,575 at 4% or $387,717 at 6%; with 50% employer match about $387,717 at 4% or $258,478 at 6%; with 100% employer match about $290,788 at 4% or $193,858 at 6%. |
| LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 4 | $377,918 | $93,052 | $23,263iApproximate average salary by contribution assumption: employee only about $581,575 at 4% or $387,717 at 6%; with 50% employer match about $387,717 at 4% or $258,478 at 6%; with 100% employer match about $290,788 at 4% or $193,858 at 6%. |
| 2023 | 1 | 3 | $231,046 | $61,678 | $20,559iApproximate average salary by contribution assumption: employee only about $513,983 at 4% or $342,656 at 6%; with 50% employer match about $342,656 at 4% or $228,437 at 6%; with 100% employer match about $256,992 at 4% or $171,328 at 6%. |
| LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $231,046 | $61,678 | $20,559iApproximate average salary by contribution assumption: employee only about $513,983 at 4% or $342,656 at 6%; with 50% employer match about $342,656 at 4% or $228,437 at 6%; with 100% employer match about $256,992 at 4% or $171,328 at 6%. |
| 2022 | 1 | 2 | $132,699 | $46,558 | $23,279iApproximate average salary by contribution assumption: employee only about $581,975 at 4% or $387,983 at 6%; with 50% employer match about $387,983 at 4% or $258,656 at 6%; with 100% employer match about $290,988 at 4% or $193,992 at 6%. |
| LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $132,699 | $46,558 | $23,279iApproximate average salary by contribution assumption: employee only about $581,975 at 4% or $387,983 at 6%; with 50% employer match about $387,983 at 4% or $258,656 at 6%; with 100% employer match about $290,988 at 4% or $193,992 at 6%. |
| 2021 | 1 | 3 | $116,829 | $50,444 | $16,815iApproximate average salary by contribution assumption: employee only about $420,367 at 4% or $280,244 at 6%; with 50% employer match about $280,244 at 4% or $186,830 at 6%; with 100% employer match about $210,183 at 4% or $140,122 at 6%. |
| LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $116,829 | $50,444 | $16,815iApproximate average salary by contribution assumption: employee only about $420,367 at 4% or $280,244 at 6%; with 50% employer match about $280,244 at 4% or $186,830 at 6%; with 100% employer match about $210,183 at 4% or $140,122 at 6%. |
| 2020 | 1 | 1 | $48,281 | $43,087 | $43,087iApproximate average salary by contribution assumption: employee only about $1,077,175 at 4% or $718,117 at 6%; with 50% employer match about $718,117 at 4% or $478,744 at 6%; with 100% employer match about $538,588 at 4% or $359,058 at 6%. |
| LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 1 | $48,281 | $43,087 | $43,087iApproximate average salary by contribution assumption: employee only about $1,077,175 at 4% or $718,117 at 6%; with 50% employer match about $718,117 at 4% or $478,744 at 6%; with 100% employer match about $538,588 at 4% or $359,058 at 6%. |