2023 Form 5500 filing — Legacy, LLC 401(K) 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 20241010134052NAL0034165392001) for Legacy, LLC 401(K) Plan, reported by Legacy, LLC under EIN 47-2413816 and plan number 001. It reports 242 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)$4.7MReported net assets$4,669,694
Participants242
Provider compensation$36.2K3 Schedule C row(s)$36,201
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010134052NAL0034165392001
- Plan sponsor
- Legacy, LLC
- EIN
- 47-2413816
- Plan number
- 001
- Location
- Milford, MI
- Received date
- not reported in the loaded dataset
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,669,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,669,694
- Employer contributions
- $0
- Participant contributions
- $335,131
- Total income / additions
- $1,072,381
- Benefits paid
- $1,246,413
- Administrative expenses
- $36,201
- Total expenses
- $1,289,445
- Net increase / (decrease)
- -$217,064
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rehmann LLC Dba Rehmann Financial G | AUDITOR | $15,500 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $10,993 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,708 | $0 |