2023 Form 5500 filing — The Legacy Senior Communities 403(B) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703104753NAL0009483008001) for The Legacy Senior Communities 403(B) Plan, reported by The Legacy Senior Communities, Inc. under EIN 03-0435268 and plan number 001. It reports 943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,442,573

Participants943

Provider compensation$97.5K2 Schedule C row(s)$97,469

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240703104753NAL0009483008001
Plan sponsor: The Legacy Senior Communities, Inc.
EIN: 03-0435268
Plan number: 001
Location: Dallas, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.4M total assets

Net assets$7.4MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$959.5K

Benefits paid / distributions$862K

Contributions

Employer$484K

Participant$1.3M

Full reported line items

Total assets (EOY): $7,442,573
Total liabilities (EOY): $0
Net assets (EOY): $7,442,573
Employer contributions: $483,978
Participant contributions: $1,349,152
Total income / additions: $2,774,262
Benefits paid: $862,036
Administrative expenses: $97,469
Total expenses: $959,505
Net increase / (decrease): $1,814,757

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Stancorp Financial Group$89.9K
NONE · Direct $89.9K
2
Ima Wealth, Inc.$7.6K
NONE · Direct $7.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240703104753NAL0009483008001 cover?: It is the 2023 Form 5500 filing for The Legacy Senior Communities 403(B) Plan, reported by The Legacy Senior Communities, Inc. (EIN 03-0435268).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).