2023 Form 5500 filing — Legacy Planning Partners, LLC. Employee Benefit 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 20240719072015NAL0011533840001) for Legacy Planning Partners, LLC. Employee Benefit Plan, reported by Legacy Planning Partners, LLC. under EIN 20-3774139 and plan number 501. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$48KReported net assets-$48,033
Participants33
Provider compensation$26.2K4 Schedule C row(s)$26,249
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240719072015NAL0011533840001
- Plan sponsor
- Legacy Planning Partners, LLC.
- EIN
- 20-3774139
- Plan number
- 501
- Location
- Plymouth Meeting, PA
- 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 I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.3K total assets
Net assets-$48KLiabilities$67.3K
Full reported line items
- Total assets (EOY)
- $19,258
- Total liabilities (EOY)
- $67,291
- Net assets (EOY)
- -$48,033
- Employer contributions
- $96,647
- Participant contributions
- $132,618
- Total income / additions
- $234,821
- Benefits paid
- $183,657
- Administrative expenses
- $1,788
- Total expenses
- $293,276
- Net increase / (decrease)
- -$58,455
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4
Frequently asked questions
- What does EFAST2 acknowledgement 20240719072015NAL0011533840001 cover?
- It is the 2023 Form 5500 filing for Legacy Planning Partners, LLC. Employee Benefit Plan, reported by Legacy Planning Partners, LLC. (EIN 20-3774139).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).