Plan5500

S & B Legacy Inc — 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, S & B Legacy Inc (EIN 92-2521885) is a plan sponsor located in Apex, NC 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
92-2521885
Location
Apex, NC
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 S & B Legacy Inc

  • 1 loaded plans hold $131K in reported assets.
  • The largest, S & B Legacy Inc 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$131KSummed across loaded plans$130,992
Total reported assets$131K$130,992
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$131K total assets
Net assets$131KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$131K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$40
Net increase / (decrease)$131K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%S & B Legacy Inc 401(K) Plan
Participants per plan2Average 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. 1
    S & B Legacy Inc 401(K) Plan$131K
    Plan #001 · 2 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 S & B Legacy Inc. Open one for its full reported snapshot.

  1. 2023
    S & B Legacy Inc 401(K) Plan2 participants · 2Sch I
    View filing →

Related Form 5500 pages