Plan Snapshot
- Plan Sponsor: Legacy Tax Consulting, INC.
- Sponsor EIN: 842559327
- Sponsor Address: 10450 SIERRA VISTA LANE, LA MESA, TX, 91941
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $317,183
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $317,183 | $4,154 | $48,305 |
| 2024 | 3 | $317,183 | $4,154 | $48,305 |
| 2023 | 3 | $243,237 | $4,655 | $50,585 |
| 2022 | 3 | $157,096 | $6,137 | $17,664 |