Civic Intelligence

Coldwell Banker Legacy

Plan context: Coldwell Banker Legacy 401(K) Profit Sharing Plan

EIN 85-0448789 • 23 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

63

2024 Assets

$1,979,233

2024 Contributions

$181,908

Historical Graphs

Total Assets Over Time

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

$2,854,698$1,427,349$0200220132024YearValue
$1,979,233Latest year 2024

Participants Over Time

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

137690200220132024YearValue
63Latest year 2024

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
2024163$1,979,233$181,908$2,887iApproximate average salary by contribution assumption: employee only about $72,186 at 4% or $48,124 at 6%; with 50% employer match about $48,124 at 4% or $32,083 at 6%; with 100% employer match about $36,093 at 4% or $24,062 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-63$1,979,233$181,908$2,887iApproximate average salary by contribution assumption: employee only about $72,186 at 4% or $48,124 at 6%; with 50% employer match about $48,124 at 4% or $32,083 at 6%; with 100% employer match about $36,093 at 4% or $24,062 at 6%.
2023176$1,947,409$146,413$1,926iApproximate average salary by contribution assumption: employee only about $48,162 at 4% or $32,108 at 6%; with 50% employer match about $32,108 at 4% or $21,405 at 6%; with 100% employer match about $24,081 at 4% or $16,054 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-76$1,947,409$146,413$1,926iApproximate average salary by contribution assumption: employee only about $48,162 at 4% or $32,108 at 6%; with 50% employer match about $32,108 at 4% or $21,405 at 6%; with 100% employer match about $24,081 at 4% or $16,054 at 6%.
2022166$2,085,097$165,564$2,509iApproximate average salary by contribution assumption: employee only about $62,714 at 4% or $41,809 at 6%; with 50% employer match about $41,809 at 4% or $27,873 at 6%; with 100% employer match about $31,357 at 4% or $20,905 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-66$2,085,097$165,564$2,509iApproximate average salary by contribution assumption: employee only about $62,714 at 4% or $41,809 at 6%; with 50% employer match about $41,809 at 4% or $27,873 at 6%; with 100% employer match about $31,357 at 4% or $20,905 at 6%.
2021174$2,854,698$153,237$2,071iApproximate average salary by contribution assumption: employee only about $51,769 at 4% or $34,513 at 6%; with 50% employer match about $34,513 at 4% or $23,009 at 6%; with 100% employer match about $25,885 at 4% or $17,256 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-74$2,854,698$153,237$2,071iApproximate average salary by contribution assumption: employee only about $51,769 at 4% or $34,513 at 6%; with 50% employer match about $34,513 at 4% or $23,009 at 6%; with 100% employer match about $25,885 at 4% or $17,256 at 6%.
2020186$2,567,972$148,640$1,728iApproximate average salary by contribution assumption: employee only about $43,209 at 4% or $28,806 at 6%; with 50% employer match about $28,806 at 4% or $19,204 at 6%; with 100% employer match about $21,605 at 4% or $14,403 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-86$2,567,972$148,640$1,728iApproximate average salary by contribution assumption: employee only about $43,209 at 4% or $28,806 at 6%; with 50% employer match about $28,806 at 4% or $19,204 at 6%; with 100% employer match about $21,605 at 4% or $14,403 at 6%.
20191103$2,156,964$200,917$1,951iApproximate average salary by contribution assumption: employee only about $48,766 at 4% or $32,511 at 6%; with 50% employer match about $32,511 at 4% or $21,674 at 6%; with 100% employer match about $24,383 at 4% or $16,255 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-103$2,156,964$200,917$1,951iApproximate average salary by contribution assumption: employee only about $48,766 at 4% or $32,511 at 6%; with 50% employer match about $32,511 at 4% or $21,674 at 6%; with 100% employer match about $24,383 at 4% or $16,255 at 6%.
20181101$1,914,021$186,009$1,842iApproximate average salary by contribution assumption: employee only about $46,042 at 4% or $30,695 at 6%; with 50% employer match about $30,695 at 4% or $20,463 at 6%; with 100% employer match about $23,021 at 4% or $15,347 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-101$1,914,021$186,009$1,842iApproximate average salary by contribution assumption: employee only about $46,042 at 4% or $30,695 at 6%; with 50% employer match about $30,695 at 4% or $20,463 at 6%; with 100% employer match about $23,021 at 4% or $15,347 at 6%.
2017193$2,217,675$176,248$1,895iApproximate average salary by contribution assumption: employee only about $47,378 at 4% or $31,586 at 6%; with 50% employer match about $31,586 at 4% or $21,057 at 6%; with 100% employer match about $23,689 at 4% or $15,793 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-93$2,217,675$176,248$1,895iApproximate average salary by contribution assumption: employee only about $47,378 at 4% or $31,586 at 6%; with 50% employer match about $31,586 at 4% or $21,057 at 6%; with 100% employer match about $23,689 at 4% or $15,793 at 6%.
20161101$2,265,918$194,224$1,923iApproximate average salary by contribution assumption: employee only about $48,075 at 4% or $32,050 at 6%; with 50% employer match about $32,050 at 4% or $21,367 at 6%; with 100% employer match about $24,038 at 4% or $16,025 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-101$2,265,918$194,224$1,923iApproximate average salary by contribution assumption: employee only about $48,075 at 4% or $32,050 at 6%; with 50% employer match about $32,050 at 4% or $21,367 at 6%; with 100% employer match about $24,038 at 4% or $16,025 at 6%.
20151105$2,095,166$182,167$1,735iApproximate average salary by contribution assumption: employee only about $43,373 at 4% or $28,915 at 6%; with 50% employer match about $28,915 at 4% or $19,277 at 6%; with 100% employer match about $21,687 at 4% or $14,458 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-105$2,095,166$182,167$1,735iApproximate average salary by contribution assumption: employee only about $43,373 at 4% or $28,915 at 6%; with 50% employer match about $28,915 at 4% or $19,277 at 6%; with 100% employer match about $21,687 at 4% or $14,458 at 6%.
2014187$2,317,562$140,531$1,615iApproximate average salary by contribution assumption: employee only about $40,382 at 4% or $26,922 at 6%; with 50% employer match about $26,922 at 4% or $17,948 at 6%; with 100% employer match about $20,191 at 4% or $13,461 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-87$2,317,562$140,531$1,615iApproximate average salary by contribution assumption: employee only about $40,382 at 4% or $26,922 at 6%; with 50% employer match about $26,922 at 4% or $17,948 at 6%; with 100% employer match about $20,191 at 4% or $13,461 at 6%.
2013179$2,382,721$117,735$1,490iApproximate average salary by contribution assumption: employee only about $37,258 at 4% or $24,839 at 6%; with 50% employer match about $24,839 at 4% or $16,559 at 6%; with 100% employer match about $18,629 at 4% or $12,419 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-79$2,382,721$117,735$1,490iApproximate average salary by contribution assumption: employee only about $37,258 at 4% or $24,839 at 6%; with 50% employer match about $24,839 at 4% or $16,559 at 6%; with 100% employer match about $18,629 at 4% or $12,419 at 6%.
2012177$1,912,276$112,688$1,463iApproximate average salary by contribution assumption: employee only about $36,587 at 4% or $24,391 at 6%; with 50% employer match about $24,391 at 4% or $16,261 at 6%; with 100% employer match about $18,294 at 4% or $12,196 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-77$1,912,276$112,688$1,463iApproximate average salary by contribution assumption: employee only about $36,587 at 4% or $24,391 at 6%; with 50% employer match about $24,391 at 4% or $16,261 at 6%; with 100% employer match about $18,294 at 4% or $12,196 at 6%.
2011182$1,677,637$104,362$1,273iApproximate average salary by contribution assumption: employee only about $31,818 at 4% or $21,212 at 6%; with 50% employer match about $21,212 at 4% or $14,141 at 6%; with 100% employer match about $15,909 at 4% or $10,606 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-82$1,677,637$104,362$1,273iApproximate average salary by contribution assumption: employee only about $31,818 at 4% or $21,212 at 6%; with 50% employer match about $21,212 at 4% or $14,141 at 6%; with 100% employer match about $15,909 at 4% or $10,606 at 6%.
2010184$1,746,465$99,580$1,185iApproximate average salary by contribution assumption: employee only about $29,637 at 4% or $19,758 at 6%; with 50% employer match about $19,758 at 4% or $13,172 at 6%; with 100% employer match about $14,818 at 4% or $9,879 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-84$1,746,465$99,580$1,185iApproximate average salary by contribution assumption: employee only about $29,637 at 4% or $19,758 at 6%; with 50% employer match about $19,758 at 4% or $13,172 at 6%; with 100% employer match about $14,818 at 4% or $9,879 at 6%.
2009193$1,676,277$113,471$1,220iApproximate average salary by contribution assumption: employee only about $30,503 at 4% or $20,335 at 6%; with 50% employer match about $20,335 at 4% or $13,557 at 6%; with 100% employer match about $15,251 at 4% or $10,168 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-93$1,676,277$113,471$1,220iApproximate average salary by contribution assumption: employee only about $30,503 at 4% or $20,335 at 6%; with 50% employer match about $20,335 at 4% or $13,557 at 6%; with 100% employer match about $15,251 at 4% or $10,168 at 6%.
20081104$1,360,427$336,467$3,235iApproximate average salary by contribution assumption: employee only about $80,881 at 4% or $53,921 at 6%; with 50% employer match about $53,921 at 4% or $35,947 at 6%; with 100% employer match about $40,441 at 4% or $26,960 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-104$1,360,427$336,467$3,235iApproximate average salary by contribution assumption: employee only about $80,881 at 4% or $53,921 at 6%; with 50% employer match about $53,921 at 4% or $35,947 at 6%; with 100% employer match about $40,441 at 4% or $26,960 at 6%.
20071133$1,844,734$394,645$2,967iApproximate average salary by contribution assumption: employee only about $74,181 at 4% or $49,454 at 6%; with 50% employer match about $49,454 at 4% or $32,970 at 6%; with 100% employer match about $37,091 at 4% or $24,727 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-133$1,844,734$394,645$2,967iApproximate average salary by contribution assumption: employee only about $74,181 at 4% or $49,454 at 6%; with 50% employer match about $49,454 at 4% or $32,970 at 6%; with 100% employer match about $37,091 at 4% or $24,727 at 6%.
20061137$1,576,554$372,351$2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,974 at 4% or $22,649 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-137$1,576,554$372,351$2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,974 at 4% or $22,649 at 6%.
20051130$1,205,281$359,174$2,763iApproximate average salary by contribution assumption: employee only about $69,072 at 4% or $46,048 at 6%; with 50% employer match about $46,048 at 4% or $30,699 at 6%; with 100% employer match about $34,536 at 4% or $23,024 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-130$1,205,281$359,174$2,763iApproximate average salary by contribution assumption: employee only about $69,072 at 4% or $46,048 at 6%; with 50% employer match about $46,048 at 4% or $30,699 at 6%; with 100% employer match about $34,536 at 4% or $23,024 at 6%.
20041100$856,648$319,212$3,192iApproximate average salary by contribution assumption: employee only about $79,803 at 4% or $53,202 at 6%; with 50% employer match about $53,202 at 4% or $35,468 at 6%; with 100% employer match about $39,902 at 4% or $26,601 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-100$856,648$319,212$3,192iApproximate average salary by contribution assumption: employee only about $79,803 at 4% or $53,202 at 6%; with 50% employer match about $53,202 at 4% or $35,468 at 6%; with 100% employer match about $39,902 at 4% or $26,601 at 6%.
20031101$551,889$303,579$3,006iApproximate average salary by contribution assumption: employee only about $75,143 at 4% or $50,096 at 6%; with 50% employer match about $50,096 at 4% or $33,397 at 6%; with 100% employer match about $37,572 at 4% or $25,048 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-101$551,889$303,579$3,006iApproximate average salary by contribution assumption: employee only about $75,143 at 4% or $50,096 at 6%; with 50% employer match about $50,096 at 4% or $33,397 at 6%; with 100% employer match about $37,572 at 4% or $25,048 at 6%.
2002182$233,476$254,789$3,107iApproximate average salary by contribution assumption: employee only about $77,680 at 4% or $51,786 at 6%; with 50% employer match about $51,786 at 4% or $34,524 at 6%; with 100% employer match about $38,840 at 4% or $25,893 at 6%.
Coldwell Banker Legacy 401(K) Profit Sharing Plan-82$233,476$254,789$3,107iApproximate average salary by contribution assumption: employee only about $77,680 at 4% or $51,786 at 6%; with 50% employer match about $51,786 at 4% or $34,524 at 6%; with 100% employer match about $38,840 at 4% or $25,893 at 6%.