2023 Form 5500 filing — Legacy.Com 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 20241013182020NAL0049915474001) for Legacy.Com 401(K) Plan, reported by Legacy.Com, Inc. under EIN 36-4342896 and plan number 001. It reports 316 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)$13.8MReported net assets$13,781,797
Participants316
Provider compensation$43.2K2 Schedule C row(s)$43,205
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013182020NAL0049915474001
Plan sponsor
Legacy.Com, Inc.
EIN
36-4342896
Plan number
001
Location
Chicago, IL
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)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$193.2K
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,781,797
Total liabilities (EOY)
$0
Net assets (EOY)
$13,781,797
Employer contributions
$193,150
Participant contributions
$1,137,339
Total income / additions
$3,234,718
Benefits paid
$1,226,263
Administrative expenses
$43,205
Total expenses
$1,269,468
Net increase / (decrease)
$1,965,250
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $29.1K
  2. 2
    NONE · Direct $14.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013182020NAL0049915474001 cover?
It is the 2023 Form 5500 filing for Legacy.Com 401(K) Plan, reported by Legacy.Com, Inc. (EIN 36-4342896).
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