How many benefit plans does Legacy Planning Partners, LLC. report on Form 5500?

Legacy Planning Partners, LLC. (EIN 20-3774139) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Legacy Planning Partners, LLC.?

The Employer Identification Number (EIN) reported for Legacy Planning Partners, LLC. is 20-3774139.

What is the latest Form 5500 filing year for Legacy Planning Partners, LLC.?

The latest loaded Form 5500 filing year for Legacy Planning Partners, LLC. is 2023.

Legacy Planning Partners, LLC. — 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 Planning Partners, LLC. (EIN 20-3774139) is a plan sponsor located in Plymouth Meeting, PA 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: 20-3774139
Location: Plymouth Meeting, PA
Loaded plans: 1
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 Planning Partners, LLC.

1 loaded plans hold $19.3K in reported assets.
The largest, Legacy Planning Partners, LLC. Employee Benefit Plan, holds 100% of this company's reported plan assets.
Plans cover 33 reported participants.
1 of 1 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$48KSummed across loaded plans-$48,033

Total reported assets$19.3K$19,258

Total reported participants33

Total reported liabilities$67.3K$67,291

Reported net position

Reported assets = net assets + liabilities (summed)$19.3K total assets

Net assets-$48KLiabilities$67.3K

Contributions & income

Employer contributions$96.6K

Participant contributions$132.6K

Total income / additions$234.8K

Expenses & distributions

Benefits paid / distributions$183.7K

Total expenses$293.3K

Net increase / (decrease)-$58.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

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%Legacy Planning Partners, LLC. Employee Benefit Plan

Participants per plan33Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

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

1
Legacy Planning Partners, LLC. Employee Benefit Plan$19.3K
Plan #501 · 33 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 Planning Partners, LLC.. Open one for its full reported snapshot.

2023
Legacy Planning Partners, LLC. Employee Benefit Plan33 participants · 2Sch ISch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Legacy Planning Partners, LLC. report on Form 5500?: Legacy Planning Partners, LLC. (EIN 20-3774139) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Legacy Planning Partners, LLC.?: The Employer Identification Number (EIN) reported for Legacy Planning Partners, LLC. is 20-3774139.
What is the latest Form 5500 filing year for Legacy Planning Partners, LLC.?: The latest loaded Form 5500 filing year for Legacy Planning Partners, LLC. is 2023.