2023 Form 5500 filing — Ae&B Legacy Investment Inc. 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 20240910114451NAL0009649776001) for Ae&B Legacy Investment Inc. Retirement Plan, reported by Ae&B Legacy Investment Inc. under EIN 92-3038434 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$42.7KReported net assets$42,686
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240910114451NAL0009649776001
- Plan sponsor
- Ae&B Legacy Investment Inc.
- EIN
- 92-3038434
- Plan number
- 001
- Location
- Ypsilanti, MI
- 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)$42.7K total assets
Net assets$42.7KLiabilities—
Full reported line items
- Total assets (EOY)
- $42,686
- Net assets (EOY)
- $42,686
- Total income / additions
- $42,686
- Total expenses
- $0
- Net increase / (decrease)
- $42,686
Frequently asked questions
- What does EFAST2 acknowledgement 20240910114451NAL0009649776001 cover?
- It is the 2023 Form 5500 filing for Ae&B Legacy Investment Inc. Retirement Plan, reported by Ae&B Legacy Investment Inc. (EIN 92-3038434).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).