LEGACY MANAGEMENT, LLC
Plan context: LEGACY MANAGEMENT, LLC 401(K) PLAN
EIN 85-4370303 • Auburn, AL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$416,541
2025 Contributions
$85,475
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 | 18 | $416,541 | $85,475 | $4,749iApproximate average salary by contribution assumption: employee only about $118,715 at 4% or $79,144 at 6%; with 50% employer match about $79,144 at 4% or $52,762 at 6%; with 100% employer match about $59,358 at 4% or $39,572 at 6%. |
| LEGACY MANAGEMENT, LLC 401(K) PLAN | - | 18 | $416,541 | $85,475 | $4,749iApproximate average salary by contribution assumption: employee only about $118,715 at 4% or $79,144 at 6%; with 50% employer match about $79,144 at 4% or $52,762 at 6%; with 100% employer match about $59,358 at 4% or $39,572 at 6%. |
| 2024 | 1 | 15 | $283,046 | $87,916 | $5,861iApproximate average salary by contribution assumption: employee only about $146,527 at 4% or $97,684 at 6%; with 50% employer match about $97,684 at 4% or $65,123 at 6%; with 100% employer match about $73,263 at 4% or $48,842 at 6%. |
| LEGACY MANAGEMENT, LLC 401(K) PLAN | - | 15 | $283,046 | $87,916 | $5,861iApproximate average salary by contribution assumption: employee only about $146,527 at 4% or $97,684 at 6%; with 50% employer match about $97,684 at 4% or $65,123 at 6%; with 100% employer match about $73,263 at 4% or $48,842 at 6%. |
| 2023 | 1 | 15 | $195,480 | $95,874 | $6,392iApproximate average salary by contribution assumption: employee only about $159,790 at 4% or $106,527 at 6%; with 50% employer match about $106,527 at 4% or $71,018 at 6%; with 100% employer match about $79,895 at 4% or $53,263 at 6%. |
| LEGACY MANAGEMENT, LLC 401(K) PLAN | - | 15 | $195,480 | $95,874 | $6,392iApproximate average salary by contribution assumption: employee only about $159,790 at 4% or $106,527 at 6%; with 50% employer match about $106,527 at 4% or $71,018 at 6%; with 100% employer match about $79,895 at 4% or $53,263 at 6%. |
| 2022 | 1 | 12 | $81,266 | $81,266 | $6,772iApproximate average salary by contribution assumption: employee only about $169,304 at 4% or $112,869 at 6%; with 50% employer match about $112,869 at 4% or $75,246 at 6%; with 100% employer match about $84,652 at 4% or $56,435 at 6%. |
| LEGACY MANAGEMENT, LLC 401(K) PLAN | - | 12 | $81,266 | $81,266 | $6,772iApproximate average salary by contribution assumption: employee only about $169,304 at 4% or $112,869 at 6%; with 50% employer match about $112,869 at 4% or $75,246 at 6%; with 100% employer match about $84,652 at 4% or $56,435 at 6%. |