Civic Intelligence

Legacy Financial Group Inc.

Plan context: Legacy Financial Group Inc. 401K Profit Sharing Plan

EIN 93-1232746 • Salem, OR • 12 filings • 3 plans

1193 Liberty St. SE Ste 100Salem, OR 97302
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$237,766

2011 Contributions

$56,793

Historical Graphs

Total Assets Over Time

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

$1,532,165$766,083$0199920082011YearValue
$237,766Latest year 2011

Participants Over Time

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

420199920032011YearValue
2Latest year 2011

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
201112$237,766$56,793$28,397iApproximate average salary by contribution assumption: employee only about $709,913 at 4% or $473,275 at 6%; with 50% employer match about $473,275 at 4% or $315,517 at 6%; with 100% employer match about $354,956 at 4% or $236,638 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-2$237,766$56,793$28,397iApproximate average salary by contribution assumption: employee only about $709,913 at 4% or $473,275 at 6%; with 50% employer match about $473,275 at 4% or $315,517 at 6%; with 100% employer match about $354,956 at 4% or $236,638 at 6%.
201022$188,073$56,600$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-2$188,073$56,600$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
LEGACY FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN-0$0$0-
200922$1,532,165$95,111$47,556iApproximate average salary by contribution assumption: employee only about $1,188,888 at 4% or $792,592 at 6%; with 50% employer match about $792,592 at 4% or $528,394 at 6%; with 100% employer match about $594,444 at 4% or $396,296 at 6%.
LEGACY FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN-1$1,419,140$50,498$50,498iApproximate average salary by contribution assumption: employee only about $1,262,450 at 4% or $841,633 at 6%; with 50% employer match about $841,633 at 4% or $561,089 at 6%; with 100% employer match about $631,225 at 4% or $420,817 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-2$113,025$44,613$22,307iApproximate average salary by contribution assumption: employee only about $557,663 at 4% or $371,775 at 6%; with 50% employer match about $371,775 at 4% or $247,850 at 6%; with 100% employer match about $278,831 at 4% or $185,888 at 6%.
200821$1,217,332$189,425$189,425iApproximate average salary by contribution assumption: employee only about $4,735,625 at 4% or $3,157,083 at 6%; with 50% employer match about $3,157,083 at 4% or $2,104,722 at 6%; with 100% employer match about $2,367,813 at 4% or $1,578,542 at 6%.
LEGACY FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN-1$1,154,919$155,500$155,500iApproximate average salary by contribution assumption: employee only about $3,887,500 at 4% or $2,591,667 at 6%; with 50% employer match about $2,591,667 at 4% or $1,727,778 at 6%; with 100% employer match about $1,943,750 at 4% or $1,295,833 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-1$62,413$33,925$33,925iApproximate average salary by contribution assumption: employee only about $848,125 at 4% or $565,417 at 6%; with 50% employer match about $565,417 at 4% or $376,944 at 6%; with 100% employer match about $424,063 at 4% or $282,708 at 6%.
200312$572,032$44,373$22,187iApproximate average salary by contribution assumption: employee only about $554,663 at 4% or $369,775 at 6%; with 50% employer match about $369,775 at 4% or $246,517 at 6%; with 100% employer match about $277,331 at 4% or $184,888 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-2$572,032$44,373$22,187iApproximate average salary by contribution assumption: employee only about $554,663 at 4% or $369,775 at 6%; with 50% employer match about $369,775 at 4% or $246,517 at 6%; with 100% employer match about $277,331 at 4% or $184,888 at 6%.
200213$436,680$9,900$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-3$436,680$9,900$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
200114$0$0-
Legacy Financial Group Inc. 401K Profit Sharing Plan-4---
200014$652,412$42,568$10,642iApproximate average salary by contribution assumption: employee only about $266,050 at 4% or $177,367 at 6%; with 50% employer match about $177,367 at 4% or $118,244 at 6%; with 100% employer match about $133,025 at 4% or $88,683 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-4$652,412$42,568$10,642iApproximate average salary by contribution assumption: employee only about $266,050 at 4% or $177,367 at 6%; with 50% employer match about $177,367 at 4% or $118,244 at 6%; with 100% employer match about $133,025 at 4% or $88,683 at 6%.
199913$712,772$40,290$13,430iApproximate average salary by contribution assumption: employee only about $335,750 at 4% or $223,833 at 6%; with 50% employer match about $223,833 at 4% or $149,222 at 6%; with 100% employer match about $167,875 at 4% or $111,917 at 6%.
Legacy Financial Group Inc. 401K Profit Sharing Plan-3$712,772$40,290$13,430iApproximate average salary by contribution assumption: employee only about $335,750 at 4% or $223,833 at 6%; with 50% employer match about $223,833 at 4% or $149,222 at 6%; with 100% employer match about $167,875 at 4% or $111,917 at 6%.