E & K Legacy LLC
Plan context: Charles Schwab 401(K) Plan
EIN 85-3309014 • Georgetown, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$377,121
2025 Contributions
$77,121
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 | $377,121 | $77,121 | $19,280iApproximate average salary by contribution assumption: employee only about $482,006 at 4% or $321,338 at 6%; with 50% employer match about $321,338 at 4% or $214,225 at 6%; with 100% employer match about $241,003 at 4% or $160,669 at 6%. |
| Charles Schwab 401(K) Plan | - | 4 | $377,121 | $77,121 | $19,280iApproximate average salary by contribution assumption: employee only about $482,006 at 4% or $321,338 at 6%; with 50% employer match about $321,338 at 4% or $214,225 at 6%; with 100% employer match about $241,003 at 4% or $160,669 at 6%. |
| 2024 | 1 | 3 | $244,422 | $63,592 | $21,197iApproximate average salary by contribution assumption: employee only about $529,933 at 4% or $353,289 at 6%; with 50% employer match about $353,289 at 4% or $235,526 at 6%; with 100% employer match about $264,967 at 4% or $176,644 at 6%. |
| Charles Schwab 401(K) Plan | - | 3 | $244,422 | $63,592 | $21,197iApproximate average salary by contribution assumption: employee only about $529,933 at 4% or $353,289 at 6%; with 50% employer match about $353,289 at 4% or $235,526 at 6%; with 100% employer match about $264,967 at 4% or $176,644 at 6%. |
| 2023 | 1 | 3 | $136,311 | $76,900 | $25,633iApproximate average salary by contribution assumption: employee only about $640,833 at 4% or $427,222 at 6%; with 50% employer match about $427,222 at 4% or $284,815 at 6%; with 100% employer match about $320,417 at 4% or $213,611 at 6%. |
| Charles Schwab 401(K) Plan | - | 3 | $136,311 | $76,900 | $25,633iApproximate average salary by contribution assumption: employee only about $640,833 at 4% or $427,222 at 6%; with 50% employer match about $427,222 at 4% or $284,815 at 6%; with 100% employer match about $320,417 at 4% or $213,611 at 6%. |
| 2022 | 1 | 3 | $35,049 | $37,422 | $12,474iApproximate average salary by contribution assumption: employee only about $311,850 at 4% or $207,900 at 6%; with 50% employer match about $207,900 at 4% or $138,600 at 6%; with 100% employer match about $155,925 at 4% or $103,950 at 6%. |
| Charles Schwab 401(K) Plan | - | 3 | $35,049 | $37,422 | $12,474iApproximate average salary by contribution assumption: employee only about $311,850 at 4% or $207,900 at 6%; with 50% employer match about $207,900 at 4% or $138,600 at 6%; with 100% employer match about $155,925 at 4% or $103,950 at 6%. |