Civic Intelligence

Resources Legacy Fund

Plan context: Resources Legacy Fund 401(K) Plan

EIN 95-4703838 • Sacramento, CA • 27 filings • 7 plans

555 Capitol Mall, Suite 1095Sacramento, CA 95814
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

$22,741,855$11,370,928$0200420142024YearValue
$22,741,855Latest year 2024

Participants Over Time

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

141710200420152025YearValue
134Latest 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
20251134$0$0-
Resources Legacy Fund Health and Welfare Plan-134---
20242135$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---
20232126$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---
20222138$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---
20212141$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-
20201108$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%.
20191115$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%.
20181107$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%.
2017183$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%.
2016156$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%.
2015140$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%.
2014238$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-
2013118$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%.
2012119$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%.
2011116$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%.
2010111$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%.
200915$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%.
2008111$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%.
200715$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%.
200614$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%.
200516$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%.
200413$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%.