Legacy Traditional Schools — 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 Traditional Schools (EIN 46-0641842) is a plan sponsor located in Chandler, AZ with 2 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
46-0641842
Location
Chandler, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,552,964
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,552,964

Contributions & income

Employer contributions
$1,904,358
Participant contributions
$2,836,522
Total income / additions
$8,535,925

Expenses & distributions

Benefits paid / distributions
$2,278,762
Total expenses
$2,386,748
Net increase / (decrease)
$6,149,177

Coverage

Total reported participants
3,710
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Legacy Traditional Schools plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Legacy Traditional Schools 401(K) Plan0021,956$27,552,9642023
Legacy Traditional Schools Health And Welfare Plan5011,754not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Legacy Traditional Schools
YearPlanParticipantsSchedulesFiling
2023Legacy Traditional Schools Health And Welfare Plan1,75420241114112342NAL0030256192001
2023Legacy Traditional Schools 401(K) Plan1,956H, C20250214105656NAL0023980225001

Related Form 5500 pages