Civic Intelligence

Legacy Capital Group California

Plan context: Legacy Capital Group California Profit Sharing Plan

EIN 94-2696159 • Los Gatos, CA • 27 filings • 1 plans

459 Monterey Avenue, Suite 100Los Gatos, CA 95030
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$5,841,152

2025 Contributions

$159,852

Historical Graphs

Total Assets Over Time

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

$5,841,152$2,920,576$0199920132025YearValue
$5,841,152Latest year 2025

Participants Over Time

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

1790199920122025YearValue
14Latest year 2025

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
2025114$5,841,152$159,852$11,418iApproximate average salary by contribution assumption: employee only about $285,450 at 4% or $190,300 at 6%; with 50% employer match about $190,300 at 4% or $126,867 at 6%; with 100% employer match about $142,725 at 4% or $95,150 at 6%.
Legacy Capital Group California Profit Sharing Plan-14$5,841,152$159,852$11,418iApproximate average salary by contribution assumption: employee only about $285,450 at 4% or $190,300 at 6%; with 50% employer match about $190,300 at 4% or $126,867 at 6%; with 100% employer match about $142,725 at 4% or $95,150 at 6%.
2024114$5,603,334$169,579$12,113iApproximate average salary by contribution assumption: employee only about $302,820 at 4% or $201,880 at 6%; with 50% employer match about $201,880 at 4% or $134,587 at 6%; with 100% employer match about $151,410 at 4% or $100,940 at 6%.
Legacy Capital Group California Profit Sharing Plan-14$5,603,334$169,579$12,113iApproximate average salary by contribution assumption: employee only about $302,820 at 4% or $201,880 at 6%; with 50% employer match about $201,880 at 4% or $134,587 at 6%; with 100% employer match about $151,410 at 4% or $100,940 at 6%.
2023117$5,406,519$164,139$9,655iApproximate average salary by contribution assumption: employee only about $241,381 at 4% or $160,921 at 6%; with 50% employer match about $160,921 at 4% or $107,280 at 6%; with 100% employer match about $120,690 at 4% or $80,460 at 6%.
Legacy Capital Group California Profit Sharing Plan-17$5,406,519$164,139$9,655iApproximate average salary by contribution assumption: employee only about $241,381 at 4% or $160,921 at 6%; with 50% employer match about $160,921 at 4% or $107,280 at 6%; with 100% employer match about $120,690 at 4% or $80,460 at 6%.
2022112$4,438,559$447,373$37,281iApproximate average salary by contribution assumption: employee only about $932,027 at 4% or $621,351 at 6%; with 50% employer match about $621,351 at 4% or $414,234 at 6%; with 100% employer match about $466,014 at 4% or $310,676 at 6%.
Legacy Capital Group California Profit Sharing Plan-12$4,438,559$447,373$37,281iApproximate average salary by contribution assumption: employee only about $932,027 at 4% or $621,351 at 6%; with 50% employer match about $621,351 at 4% or $414,234 at 6%; with 100% employer match about $466,014 at 4% or $310,676 at 6%.
2021115$4,431,238$507,364$33,824iApproximate average salary by contribution assumption: employee only about $845,607 at 4% or $563,738 at 6%; with 50% employer match about $563,738 at 4% or $375,825 at 6%; with 100% employer match about $422,803 at 4% or $281,869 at 6%.
Legacy Capital Group California Profit Sharing Plan-15$4,431,238$507,364$33,824iApproximate average salary by contribution assumption: employee only about $845,607 at 4% or $563,738 at 6%; with 50% employer match about $563,738 at 4% or $375,825 at 6%; with 100% employer match about $422,803 at 4% or $281,869 at 6%.
2020114$4,005,574$128,540$9,181iApproximate average salary by contribution assumption: employee only about $229,536 at 4% or $153,024 at 6%; with 50% employer match about $153,024 at 4% or $102,016 at 6%; with 100% employer match about $114,768 at 4% or $76,512 at 6%.
Legacy Capital Group California Profit Sharing Plan-14$4,005,574$128,540$9,181iApproximate average salary by contribution assumption: employee only about $229,536 at 4% or $153,024 at 6%; with 50% employer match about $153,024 at 4% or $102,016 at 6%; with 100% employer match about $114,768 at 4% or $76,512 at 6%.
2019114$2,930,185$328,100$23,436iApproximate average salary by contribution assumption: employee only about $585,893 at 4% or $390,595 at 6%; with 50% employer match about $390,595 at 4% or $260,397 at 6%; with 100% employer match about $292,946 at 4% or $195,298 at 6%.
Legacy Capital Group California Profit Sharing Plan-14$2,930,185$328,100$23,436iApproximate average salary by contribution assumption: employee only about $585,893 at 4% or $390,595 at 6%; with 50% employer match about $390,595 at 4% or $260,397 at 6%; with 100% employer match about $292,946 at 4% or $195,298 at 6%.
2018112$2,517,458$177,628$14,802iApproximate average salary by contribution assumption: employee only about $370,058 at 4% or $246,706 at 6%; with 50% employer match about $246,706 at 4% or $164,470 at 6%; with 100% employer match about $185,029 at 4% or $123,353 at 6%.
Legacy Capital Group California Profit Sharing Plan-12$2,517,458$177,628$14,802iApproximate average salary by contribution assumption: employee only about $370,058 at 4% or $246,706 at 6%; with 50% employer match about $246,706 at 4% or $164,470 at 6%; with 100% employer match about $185,029 at 4% or $123,353 at 6%.
2017111$2,693,135$51,234$4,658iApproximate average salary by contribution assumption: employee only about $116,441 at 4% or $77,627 at 6%; with 50% employer match about $77,627 at 4% or $51,752 at 6%; with 100% employer match about $58,220 at 4% or $38,814 at 6%.
Legacy Capital Group California Profit Sharing Plan-11$2,693,135$51,234$4,658iApproximate average salary by contribution assumption: employee only about $116,441 at 4% or $77,627 at 6%; with 50% employer match about $77,627 at 4% or $51,752 at 6%; with 100% employer match about $58,220 at 4% or $38,814 at 6%.
2016111$2,568,750$38,972$3,543iApproximate average salary by contribution assumption: employee only about $88,573 at 4% or $59,048 at 6%; with 50% employer match about $59,048 at 4% or $39,366 at 6%; with 100% employer match about $44,286 at 4% or $29,524 at 6%.
Legacy Capital Group California Profit Sharing Plan-11$2,568,750$38,972$3,543iApproximate average salary by contribution assumption: employee only about $88,573 at 4% or $59,048 at 6%; with 50% employer match about $59,048 at 4% or $39,366 at 6%; with 100% employer match about $44,286 at 4% or $29,524 at 6%.
2015112$2,201,130$86,030$7,169iApproximate average salary by contribution assumption: employee only about $179,229 at 4% or $119,486 at 6%; with 50% employer match about $119,486 at 4% or $79,657 at 6%; with 100% employer match about $89,615 at 4% or $59,743 at 6%.
Legacy Capital Group California Profit Sharing Plan-12$2,201,130$86,030$7,169iApproximate average salary by contribution assumption: employee only about $179,229 at 4% or $119,486 at 6%; with 50% employer match about $119,486 at 4% or $79,657 at 6%; with 100% employer match about $89,615 at 4% or $59,743 at 6%.
2014112$2,341,988$298,324$24,860iApproximate average salary by contribution assumption: employee only about $621,508 at 4% or $414,339 at 6%; with 50% employer match about $414,339 at 4% or $276,226 at 6%; with 100% employer match about $310,754 at 4% or $207,169 at 6%.
Legacy Capital Group California Profit Sharing Plan-12$2,341,988$298,324$24,860iApproximate average salary by contribution assumption: employee only about $621,508 at 4% or $414,339 at 6%; with 50% employer match about $414,339 at 4% or $276,226 at 6%; with 100% employer match about $310,754 at 4% or $207,169 at 6%.
2013110$2,144,897$257,800$25,780iApproximate average salary by contribution assumption: employee only about $644,500 at 4% or $429,667 at 6%; with 50% employer match about $429,667 at 4% or $286,444 at 6%; with 100% employer match about $322,250 at 4% or $214,833 at 6%.
Legacy Capital Group California Profit Sharing Plan-10$2,144,897$257,800$25,780iApproximate average salary by contribution assumption: employee only about $644,500 at 4% or $429,667 at 6%; with 50% employer match about $429,667 at 4% or $286,444 at 6%; with 100% employer match about $322,250 at 4% or $214,833 at 6%.
2012111$1,469,104$31,573$2,870iApproximate average salary by contribution assumption: employee only about $71,757 at 4% or $47,838 at 6%; with 50% employer match about $47,838 at 4% or $31,892 at 6%; with 100% employer match about $35,878 at 4% or $23,919 at 6%.
Legacy Capital Group California Profit Sharing Plan-11$1,469,104$31,573$2,870iApproximate average salary by contribution assumption: employee only about $71,757 at 4% or $47,838 at 6%; with 50% employer match about $47,838 at 4% or $31,892 at 6%; with 100% employer match about $35,878 at 4% or $23,919 at 6%.
2011111$1,232,648$61,572$5,597iApproximate average salary by contribution assumption: employee only about $139,936 at 4% or $93,291 at 6%; with 50% employer match about $93,291 at 4% or $62,194 at 6%; with 100% employer match about $69,968 at 4% or $46,645 at 6%.
Legacy Capital Group California Profit Sharing Plan-11$1,232,648$61,572$5,597iApproximate average salary by contribution assumption: employee only about $139,936 at 4% or $93,291 at 6%; with 50% employer match about $93,291 at 4% or $62,194 at 6%; with 100% employer match about $69,968 at 4% or $46,645 at 6%.
2010112$2,247,953$56,929$4,744iApproximate average salary by contribution assumption: employee only about $118,602 at 4% or $79,068 at 6%; with 50% employer match about $79,068 at 4% or $52,712 at 6%; with 100% employer match about $59,301 at 4% or $39,534 at 6%.
Legacy Capital Group California Profit Sharing Plan-12$2,247,953$56,929$4,744iApproximate average salary by contribution assumption: employee only about $118,602 at 4% or $79,068 at 6%; with 50% employer match about $79,068 at 4% or $52,712 at 6%; with 100% employer match about $59,301 at 4% or $39,534 at 6%.
2009112$1,898,399$149,414$12,451iApproximate average salary by contribution assumption: employee only about $311,279 at 4% or $207,519 at 6%; with 50% employer match about $207,519 at 4% or $138,346 at 6%; with 100% employer match about $155,640 at 4% or $103,760 at 6%.
Legacy Capital Group California Profit Sharing Plan-12$1,898,399$149,414$12,451iApproximate average salary by contribution assumption: employee only about $311,279 at 4% or $207,519 at 6%; with 50% employer match about $207,519 at 4% or $138,346 at 6%; with 100% employer match about $155,640 at 4% or $103,760 at 6%.
2008111$1,924,073$0-
Legacy Capital Group California Profit Sharing Plan-11$1,924,073--
2007111$2,073,524$232,046$21,095iApproximate average salary by contribution assumption: employee only about $527,377 at 4% or $351,585 at 6%; with 50% employer match about $351,585 at 4% or $234,390 at 6%; with 100% employer match about $263,689 at 4% or $175,792 at 6%.
Legacy Capital Group California Profit Sharing Plan-11$2,073,524$232,046$21,095iApproximate average salary by contribution assumption: employee only about $527,377 at 4% or $351,585 at 6%; with 50% employer match about $351,585 at 4% or $234,390 at 6%; with 100% employer match about $263,689 at 4% or $175,792 at 6%.
200617$1,788,378$170,094$24,299iApproximate average salary by contribution assumption: employee only about $607,479 at 4% or $404,986 at 6%; with 50% employer match about $404,986 at 4% or $269,990 at 6%; with 100% employer match about $303,739 at 4% or $202,493 at 6%.
Legacy Capital Group California Profit Sharing Plan-7$1,788,378$170,094$24,299iApproximate average salary by contribution assumption: employee only about $607,479 at 4% or $404,986 at 6%; with 50% employer match about $404,986 at 4% or $269,990 at 6%; with 100% employer match about $303,739 at 4% or $202,493 at 6%.
200517$1,576,478$169,862$24,266iApproximate average salary by contribution assumption: employee only about $606,650 at 4% or $404,433 at 6%; with 50% employer match about $404,433 at 4% or $269,622 at 6%; with 100% employer match about $303,325 at 4% or $202,217 at 6%.
Legacy Capital Group California Profit Sharing Plan-7$1,576,478$169,862$24,266iApproximate average salary by contribution assumption: employee only about $606,650 at 4% or $404,433 at 6%; with 50% employer match about $404,433 at 4% or $269,622 at 6%; with 100% employer match about $303,325 at 4% or $202,217 at 6%.
200416$1,303,430$135,385$22,564iApproximate average salary by contribution assumption: employee only about $564,104 at 4% or $376,069 at 6%; with 50% employer match about $376,069 at 4% or $250,713 at 6%; with 100% employer match about $282,052 at 4% or $188,035 at 6%.
Legacy Capital Group California Profit Sharing Plan-6$1,303,430$135,385$22,564iApproximate average salary by contribution assumption: employee only about $564,104 at 4% or $376,069 at 6%; with 50% employer match about $376,069 at 4% or $250,713 at 6%; with 100% employer match about $282,052 at 4% or $188,035 at 6%.
200316$1,078,861$75,294$12,549iApproximate average salary by contribution assumption: employee only about $313,725 at 4% or $209,150 at 6%; with 50% employer match about $209,150 at 4% or $139,433 at 6%; with 100% employer match about $156,863 at 4% or $104,575 at 6%.
Legacy Capital Group California Profit Sharing Plan-6$1,078,861$75,294$12,549iApproximate average salary by contribution assumption: employee only about $313,725 at 4% or $209,150 at 6%; with 50% employer match about $209,150 at 4% or $139,433 at 6%; with 100% employer match about $156,863 at 4% or $104,575 at 6%.
200216$798,852$34,717$5,786iApproximate average salary by contribution assumption: employee only about $144,654 at 4% or $96,436 at 6%; with 50% employer match about $96,436 at 4% or $64,291 at 6%; with 100% employer match about $72,327 at 4% or $48,218 at 6%.
Legacy Capital Group California Profit Sharing Plan-6$798,852$34,717$5,786iApproximate average salary by contribution assumption: employee only about $144,654 at 4% or $96,436 at 6%; with 50% employer match about $96,436 at 4% or $64,291 at 6%; with 100% employer match about $72,327 at 4% or $48,218 at 6%.
200117$0$0-
Legacy Capital Group California Profit Sharing Plan-7---
200016$0$0-
Legacy Capital Group California Profit Sharing Plan-6---
199915$708,644$72,109$14,422iApproximate average salary by contribution assumption: employee only about $360,545 at 4% or $240,363 at 6%; with 50% employer match about $240,363 at 4% or $160,242 at 6%; with 100% employer match about $180,273 at 4% or $120,182 at 6%.
Legacy Capital Group California Profit Sharing Plan-5$708,644$72,109$14,422iApproximate average salary by contribution assumption: employee only about $360,545 at 4% or $240,363 at 6%; with 50% employer match about $240,363 at 4% or $160,242 at 6%; with 100% employer match about $180,273 at 4% or $120,182 at 6%.