2023 Form 5500 filing — Legacy 401(K) Retirement 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 20240709110529NAL0015300449001) for Legacy 401(K) Retirement Plan, reported by Legacy Property Group, LLC under EIN 58-2486526 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$7.6MReported net assets$7,640,560
Participants575
Provider compensation$79.1K2 Schedule C row(s)$79,129
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240709110529NAL0015300449001
- Plan sponsor
- Legacy Property Group, LLC
- EIN
- 58-2486526
- Plan number
- 001
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
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)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,640,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,640,560
- Employer contributions
- $405,404
- Participant contributions
- $689,645
- Total income / additions
- $2,310,783
- Benefits paid
- $403,321
- Administrative expenses
- $79,208
- Total expenses
- $482,529
- Net increase / (decrease)
- $1,828,254
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors, Inc | RECORDKEEPER, TPA | $56,093 | not reported in the loaded dataset |
| Investment Assets Mgmt Of Georgia | INVESTMENT ADVISORS | $23,036 | not reported in the loaded dataset |