2023 Form 5500 filing — Legacy Equipment, LLC 401(K) And Profit Sharing 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 20240927081211NAL0003199968001) for Legacy Equipment, LLC 401(K) And Profit Sharing Plan, reported by Legacy Equipment, LLC under EIN 27-2242123 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927081211NAL0003199968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Equipment, LLC
- EIN
- 27-2242123
- Plan number
- 001
- Location
- Paragould, AR
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,747,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,747,741
- Employer contributions
- $294,918
- Participant contributions
- $599,641
- Total income / additions
- $2,371,032
- Benefits paid
- $309,482
- Administrative expenses
- $58,801
- Total expenses
- $368,283
- Net increase / (decrease)
- $2,002,749
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens | NONE | $35,394 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $19,868 | not reported in the loaded dataset |