2023 Form 5500 filing — Legacy Healthcare Services, Inc. 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 20241015082855NAL0015987075001) for Legacy Healthcare Services, Inc. 401(K) Plan, reported by Legacy Healthcare Services, Inc. under EIN 31-1679605 and plan number 002. It reports 2,876 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)$34.5MReported net assets$34,529,938

Participants2.9K2,876

Provider compensation$131.5K2 Schedule C row(s)$131,460

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015082855NAL0015987075001
Plan sponsor: Legacy Healthcare Services, Inc.
EIN: 31-1679605
Plan number: 002
Location: Raleigh, NC
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)$34.5M total assets

Net assets$34.5MLiabilities$0

Money in vs. money out

Total income / additions$11.6M

Total expenses$2.7M

Benefits paid / distributions$2.5M

Contributions

Employer$689.7K

Participant$3.9M

Full reported line items

Total assets (EOY): $34,529,938
Total liabilities (EOY): $0
Net assets (EOY): $34,529,938
Employer contributions: $689,724
Participant contributions: $3,888,484
Total income / additions: $11,635,888
Benefits paid: $2,513,167
Administrative expenses: $134,835
Total expenses: $2,732,225
Net increase / (decrease): $8,903,663

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$88.9K
CONTRACT ADMINISTRATOR · Direct $88.9K · Indirect $0
2
Usi Advisors, Inc.$42.6K
INVESTMENT ADVISORY · Direct $42.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015082855NAL0015987075001 cover?: It is the 2023 Form 5500 filing for Legacy Healthcare Services, Inc. 401(K) Plan, reported by Legacy Healthcare Services, Inc. (EIN 31-1679605).
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).