2023 Form 5500 filing — Legacy Partners 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 20240828113250NAL0021881584001) for Legacy Partners Retirement Plan, reported by Legacy Partners, Inc. under EIN 75-2605182 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828113250NAL0021881584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Partners, Inc.
- EIN
- 75-2605182
- Plan number
- 001
- Location
- Foster City, CA
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,594,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,594,237
- Employer contributions
- $271,942
- Participant contributions
- $1,587,236
- Total income / additions
- $5,985,240
- Benefits paid
- $3,056,983
- Administrative expenses
- $81,570
- Total expenses
- $3,138,553
- Net increase / (decrease)
- $2,846,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,337 | $0 |
| Global Retirement Partners LLC | ADVISOR | $21,000 | not reported in the loaded dataset |
| Lindquist Von Husen & Joyce Llp | ACCOUNTANT/AUDITOR | $15,875 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,358 | not reported in the loaded dataset |