2023 Form 5500 filing — Legacy Community Federal Credit Union 401(K) Plan And Trust

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 20240927091251NAL0002018721001) for Legacy Community Federal Credit Union 401(K) Plan And Trust, reported by Legacy Community Federal Credit Union under EIN 63-0363853 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.1MReported net assets$6,092,926
Participants123
Provider compensation$10.7K1 Schedule C row(s)$10,691
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927091251NAL0002018721001
Plan sponsor
Legacy Community Federal Credit Union
EIN
63-0363853
Plan number
002
Location
Birmingham, AL
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$485.2K
Benefits paid / distributions$468.9K
Contributions
Employer$151K
Participant$308.8K
Full reported line items
Total assets (EOY)
$6,092,926
Total liabilities (EOY)
$0
Net assets (EOY)
$6,092,926
Employer contributions
$150,953
Participant contributions
$308,757
Total income / additions
$1,271,660
Benefits paid
$468,923
Administrative expenses
$16,250
Total expenses
$485,173
Net increase / (decrease)
$786,487
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $10.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927091251NAL0002018721001 cover?
It is the 2023 Form 5500 filing for Legacy Community Federal Credit Union 401(K) Plan And Trust, reported by Legacy Community Federal Credit Union (EIN 63-0363853).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages