Plan5500

Legacy Senior Communities — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Legacy Senior Communities (EIN 03-0435268) is a plan sponsor located in Dallas, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0435268
Location
Dallas, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Legacy Senior Communities

  • 2 loaded plans hold $7.4M in reported assets.
  • The largest, The Legacy Senior Communities 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,446 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,442,573
Total reported assets$7.4M$7,442,573
Total reported participants1.4K1,446
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$0
Contributions & income
Employer contributions$484K
Participant contributions$1.3M
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$862K
Total expenses$959.5K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Legacy Senior Communities 403(B) Plan
Participants per plan723Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Legacy Senior Communities 403(B) Plan$7.4M
    Plan #001 · 943 participants · 2023
  2. 2
    Legacy Senior Communities Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 503 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Legacy Senior Communities. Open one for its full reported snapshot.

  1. 2023
    The Legacy Senior Communities 403(B) Plan943 participants · 2Sch HSch C
    View filing →
  2. 2023
    Legacy Senior Communities Employee Benefits Plan503 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Legacy Senior Communities report on Form 5500?
Legacy Senior Communities (EIN 03-0435268) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Legacy Senior Communities?
The Employer Identification Number (EIN) reported for Legacy Senior Communities is 03-0435268.
What is the latest Form 5500 filing year for Legacy Senior Communities?
The latest loaded Form 5500 filing year for Legacy Senior Communities is 2023.

Related Form 5500 pages