Resources Legacy Fund
Plan context: Resources Legacy Fund 401(K) Plan
EIN 95-4703838 • Sacramento, CA • 27 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
134
2025 Assets
$22,741,855
2025 Contributions
$2,950,102
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 | 134 | $0 | $0 | - |
| Resources Legacy Fund Health and Welfare Plan | - | 134 | - | - | - |
| 2024 | 2 | 135 | $22,741,855 | $2,950,102 | $21,853iApproximate average salary by contribution assumption: employee only about $546,315 at 4% or $364,210 at 6%; with 50% employer match about $364,210 at 4% or $242,807 at 6%; with 100% employer match about $273,158 at 4% or $182,105 at 6%. |
| Resources Legacy Fund 401(K) Plan | - | 135 | $22,741,855 | $2,950,102 | $21,853iApproximate average salary by contribution assumption: employee only about $546,315 at 4% or $364,210 at 6%; with 50% employer match about $364,210 at 4% or $242,807 at 6%; with 100% employer match about $273,158 at 4% or $182,105 at 6%. |
| Resources Legacy Fund Health and Welfare Plan | - | 126 | - | - | - |
| 2023 | 2 | 126 | $20,280,176 | $2,933,615 | $23,283iApproximate average salary by contribution assumption: employee only about $582,066 at 4% or $388,044 at 6%; with 50% employer match about $388,044 at 4% or $258,696 at 6%; with 100% employer match about $291,033 at 4% or $194,022 at 6%. |
| Resources Legacy Fund 401(K) Plan | - | 126 | $20,280,176 | $2,933,615 | $23,283iApproximate average salary by contribution assumption: employee only about $582,066 at 4% or $388,044 at 6%; with 50% employer match about $388,044 at 4% or $258,696 at 6%; with 100% employer match about $291,033 at 4% or $194,022 at 6%. |
| Resources Legacy Fund Health and Welfare Plan | - | 119 | - | - | - |
| 2022 | 2 | 138 | $15,170,544 | $3,566,789 | $25,846iApproximate average salary by contribution assumption: employee only about $646,157 at 4% or $430,772 at 6%; with 50% employer match about $430,772 at 4% or $287,181 at 6%; with 100% employer match about $323,079 at 4% or $215,386 at 6%. |
| Resources Legacy Fund 401(K) Plan | - | 138 | $15,170,544 | $3,566,789 | $25,846iApproximate average salary by contribution assumption: employee only about $646,157 at 4% or $430,772 at 6%; with 50% employer match about $430,772 at 4% or $287,181 at 6%; with 100% employer match about $323,079 at 4% or $215,386 at 6%. |
| Resources Legacy Fund Health and Welfare Plan | - | 127 | - | - | - |
| 2021 | 2 | 141 | $14,363,726 | $14,286,851 | $101,325iApproximate average salary by contribution assumption: employee only about $2,533,130 at 4% or $1,688,753 at 6%; with 50% employer match about $1,688,753 at 4% or $1,125,835 at 6%; with 100% employer match about $1,266,565 at 4% or $844,377 at 6%. |
| Resources Legacy Fund 401(K) Plan | - | 141 | $14,363,726 | $13,792,278 | $97,818iApproximate average salary by contribution assumption: employee only about $2,445,439 at 4% or $1,630,293 at 6%; with 50% employer match about $1,630,293 at 4% or $1,086,862 at 6%; with 100% employer match about $1,222,720 at 4% or $815,146 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 0 | $0 | $494,573 | - |
| 2020 | 1 | 108 | $16,483,857 | $1,690,161 | $15,650iApproximate average salary by contribution assumption: employee only about $391,241 at 4% or $260,827 at 6%; with 50% employer match about $260,827 at 4% or $173,885 at 6%; with 100% employer match about $195,620 at 4% or $130,414 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 108 | $16,483,857 | $1,690,161 | $15,650iApproximate average salary by contribution assumption: employee only about $391,241 at 4% or $260,827 at 6%; with 50% employer match about $260,827 at 4% or $173,885 at 6%; with 100% employer match about $195,620 at 4% or $130,414 at 6%. |
| 2019 | 1 | 115 | $13,696,676 | $1,687,397 | $14,673iApproximate average salary by contribution assumption: employee only about $366,825 at 4% or $244,550 at 6%; with 50% employer match about $244,550 at 4% or $163,034 at 6%; with 100% employer match about $183,413 at 4% or $122,275 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 115 | $13,696,676 | $1,687,397 | $14,673iApproximate average salary by contribution assumption: employee only about $366,825 at 4% or $244,550 at 6%; with 50% employer match about $244,550 at 4% or $163,034 at 6%; with 100% employer match about $183,413 at 4% or $122,275 at 6%. |
| 2018 | 1 | 107 | $10,370,868 | $1,358,306 | $12,694iApproximate average salary by contribution assumption: employee only about $317,361 at 4% or $211,574 at 6%; with 50% employer match about $211,574 at 4% or $141,049 at 6%; with 100% employer match about $158,681 at 4% or $105,787 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 107 | $10,370,868 | $1,358,306 | $12,694iApproximate average salary by contribution assumption: employee only about $317,361 at 4% or $211,574 at 6%; with 50% employer match about $211,574 at 4% or $141,049 at 6%; with 100% employer match about $158,681 at 4% or $105,787 at 6%. |
| 2017 | 1 | 83 | $10,546,170 | $1,191,105 | $14,351iApproximate average salary by contribution assumption: employee only about $358,767 at 4% or $239,178 at 6%; with 50% employer match about $239,178 at 4% or $159,452 at 6%; with 100% employer match about $179,383 at 4% or $119,589 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 83 | $10,546,170 | $1,191,105 | $14,351iApproximate average salary by contribution assumption: employee only about $358,767 at 4% or $239,178 at 6%; with 50% employer match about $239,178 at 4% or $159,452 at 6%; with 100% employer match about $179,383 at 4% or $119,589 at 6%. |
| 2016 | 1 | 56 | $8,676,237 | $1,018,935 | $18,195iApproximate average salary by contribution assumption: employee only about $454,882 at 4% or $303,254 at 6%; with 50% employer match about $303,254 at 4% or $202,170 at 6%; with 100% employer match about $227,441 at 4% or $151,627 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 56 | $8,676,237 | $1,018,935 | $18,195iApproximate average salary by contribution assumption: employee only about $454,882 at 4% or $303,254 at 6%; with 50% employer match about $303,254 at 4% or $202,170 at 6%; with 100% employer match about $227,441 at 4% or $151,627 at 6%. |
| 2015 | 1 | 40 | $7,484,991 | $1,085,430 | $27,136iApproximate average salary by contribution assumption: employee only about $678,394 at 4% or $452,263 at 6%; with 50% employer match about $452,263 at 4% or $301,508 at 6%; with 100% employer match about $339,197 at 4% or $226,131 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 40 | $7,484,991 | $1,085,430 | $27,136iApproximate average salary by contribution assumption: employee only about $678,394 at 4% or $452,263 at 6%; with 50% employer match about $452,263 at 4% or $301,508 at 6%; with 100% employer match about $339,197 at 4% or $226,131 at 6%. |
| 2014 | 2 | 38 | $6,479,905 | $6,273,665 | $165,096iApproximate average salary by contribution assumption: employee only about $4,127,411 at 4% or $2,751,607 at 6%; with 50% employer match about $2,751,607 at 4% or $1,834,405 at 6%; with 100% employer match about $2,063,706 at 4% or $1,375,804 at 6%. |
| Resources Legacy Fund 403(B) Plan | - | 38 | $6,479,905 | $6,233,850 | $164,049iApproximate average salary by contribution assumption: employee only about $4,101,217 at 4% or $2,734,145 at 6%; with 50% employer match about $2,734,145 at 4% or $1,822,763 at 6%; with 100% employer match about $2,050,609 at 4% or $1,367,072 at 6%. |
| RESOURCES LEGACY FUND 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $39,815 | - |
| 2013 | 1 | 18 | $691,558 | $261,931 | $14,552iApproximate average salary by contribution assumption: employee only about $363,793 at 4% or $242,529 at 6%; with 50% employer match about $242,529 at 4% or $161,686 at 6%; with 100% employer match about $181,897 at 4% or $121,264 at 6%. |
| RESOURCES LEGACY FUND 401(K) PROFIT SHARING PLAN RETIREMENT TRUST | - | 18 | $691,558 | $261,931 | $14,552iApproximate average salary by contribution assumption: employee only about $363,793 at 4% or $242,529 at 6%; with 50% employer match about $242,529 at 4% or $161,686 at 6%; with 100% employer match about $181,897 at 4% or $121,264 at 6%. |
| 2012 | 1 | 19 | $642,327 | $217,502 | $11,447iApproximate average salary by contribution assumption: employee only about $286,187 at 4% or $190,791 at 6%; with 50% employer match about $190,791 at 4% or $127,194 at 6%; with 100% employer match about $143,093 at 4% or $95,396 at 6%. |
| RESOURCES LEGACY FUND 401(K) PROFIT SHARING PLAN RETIREMENT TRUST | - | 19 | $642,327 | $217,502 | $11,447iApproximate average salary by contribution assumption: employee only about $286,187 at 4% or $190,791 at 6%; with 50% employer match about $190,791 at 4% or $127,194 at 6%; with 100% employer match about $143,093 at 4% or $95,396 at 6%. |
| 2011 | 1 | 16 | $397,804 | $194,622 | $12,164iApproximate average salary by contribution assumption: employee only about $304,097 at 4% or $202,731 at 6%; with 50% employer match about $202,731 at 4% or $135,154 at 6%; with 100% employer match about $152,048 at 4% or $101,366 at 6%. |
| RESOURCES LEGACY FUND 401(K) PROFIT SHARING PLAN | - | 16 | $397,804 | $194,622 | $12,164iApproximate average salary by contribution assumption: employee only about $304,097 at 4% or $202,731 at 6%; with 50% employer match about $202,731 at 4% or $135,154 at 6%; with 100% employer match about $152,048 at 4% or $101,366 at 6%. |
| 2010 | 1 | 11 | $287,340 | $285,171 | $25,925iApproximate average salary by contribution assumption: employee only about $648,116 at 4% or $432,077 at 6%; with 50% employer match about $432,077 at 4% or $288,052 at 6%; with 100% employer match about $324,058 at 4% or $216,039 at 6%. |
| RESOURCES LEGACY FUND 401(K) PROFIT SHARING PLAN | - | 11 | $287,340 | $285,171 | $25,925iApproximate average salary by contribution assumption: employee only about $648,116 at 4% or $432,077 at 6%; with 50% employer match about $432,077 at 4% or $288,052 at 6%; with 100% employer match about $324,058 at 4% or $216,039 at 6%. |
| 2009 | 1 | 5 | $183,570 | $76,511 | $15,302iApproximate average salary by contribution assumption: employee only about $382,555 at 4% or $255,037 at 6%; with 50% employer match about $255,037 at 4% or $170,024 at 6%; with 100% employer match about $191,278 at 4% or $127,518 at 6%. |
| RESOURCES LEGACY FUND 401(K) PROFIT SHARING PLAN | - | 5 | $183,570 | $76,511 | $15,302iApproximate average salary by contribution assumption: employee only about $382,555 at 4% or $255,037 at 6%; with 50% employer match about $255,037 at 4% or $170,024 at 6%; with 100% employer match about $191,278 at 4% or $127,518 at 6%. |
| 2008 | 1 | 11 | $76,592 | $62,961 | $5,724iApproximate average salary by contribution assumption: employee only about $143,093 at 4% or $95,395 at 6%; with 50% employer match about $95,395 at 4% or $63,597 at 6%; with 100% employer match about $71,547 at 4% or $47,698 at 6%. |
| RESOURCES LEGACY FUND 401K PROFIT SHARING PLAN | - | 11 | $76,592 | $62,961 | $5,724iApproximate average salary by contribution assumption: employee only about $143,093 at 4% or $95,395 at 6%; with 50% employer match about $95,395 at 4% or $63,597 at 6%; with 100% employer match about $71,547 at 4% or $47,698 at 6%. |
| 2007 | 1 | 5 | $85,616 | $44,979 | $8,996iApproximate average salary by contribution assumption: employee only about $224,895 at 4% or $149,930 at 6%; with 50% employer match about $149,930 at 4% or $99,953 at 6%; with 100% employer match about $112,447 at 4% or $74,965 at 6%. |
| RESOURCES LEGACY FUND 401K PROFIT SHARING PLAN & TRUST | - | 5 | $85,616 | $44,979 | $8,996iApproximate average salary by contribution assumption: employee only about $224,895 at 4% or $149,930 at 6%; with 50% employer match about $149,930 at 4% or $99,953 at 6%; with 100% employer match about $112,447 at 4% or $74,965 at 6%. |
| 2006 | 1 | 4 | $42,919 | $51,457 | $12,864iApproximate average salary by contribution assumption: employee only about $321,606 at 4% or $214,404 at 6%; with 50% employer match about $214,404 at 4% or $142,936 at 6%; with 100% employer match about $160,803 at 4% or $107,202 at 6%. |
| RESOURCES LEGACY FUND 401K PROFIT SHARING PLAN & TRUST | - | 4 | $42,919 | $51,457 | $12,864iApproximate average salary by contribution assumption: employee only about $321,606 at 4% or $214,404 at 6%; with 50% employer match about $214,404 at 4% or $142,936 at 6%; with 100% employer match about $160,803 at 4% or $107,202 at 6%. |
| 2005 | 1 | 6 | $466,890 | $446,300 | $74,383iApproximate average salary by contribution assumption: employee only about $1,859,583 at 4% or $1,239,722 at 6%; with 50% employer match about $1,239,722 at 4% or $826,481 at 6%; with 100% employer match about $929,792 at 4% or $619,861 at 6%. |
| RESOURCES LEGACY FUND 401K PROFIT SHARING PLAN & TRUST | - | 6 | $466,890 | $446,300 | $74,383iApproximate average salary by contribution assumption: employee only about $1,859,583 at 4% or $1,239,722 at 6%; with 50% employer match about $1,239,722 at 4% or $826,481 at 6%; with 100% employer match about $929,792 at 4% or $619,861 at 6%. |
| 2004 | 1 | 3 | $17,850 | $12,961 | $4,320iApproximate average salary by contribution assumption: employee only about $108,008 at 4% or $72,006 at 6%; with 50% employer match about $72,006 at 4% or $48,004 at 6%; with 100% employer match about $54,004 at 4% or $36,003 at 6%. |
| RESOURCES LEGACY FUND 401K PROFIT SHARING PLAN & TRUST | - | 3 | $17,850 | $12,961 | $4,320iApproximate average salary by contribution assumption: employee only about $108,008 at 4% or $72,006 at 6%; with 50% employer match about $72,006 at 4% or $48,004 at 6%; with 100% employer match about $54,004 at 4% or $36,003 at 6%. |