2023 Form 5500 filing — Legacy Early College 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 20241015115128NAL0014530867001) for Legacy Early College 401(K) Plan, reported by Legacy Advancement under EIN 46-5664419 and plan number 001. It reports 444 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)$5.1MReported net assets$5,123,888
Participants444
Provider compensation$5.9K1 Schedule C row(s)$5,880
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115128NAL0014530867001
Plan sponsor
Legacy Advancement
EIN
46-5664419
Plan number
001
Location
Greenville, SC
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)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$361.2K
Benefits paid / distributions$355.4K
Contributions
Employer$996.5K
Participant$801.6K
Full reported line items
Total assets (EOY)
$5,123,888
Total liabilities (EOY)
$0
Net assets (EOY)
$5,123,888
Employer contributions
$996,450
Participant contributions
$801,592
Total income / additions
$2,476,635
Benefits paid
$355,354
Administrative expenses
$5,880
Total expenses
$361,234
Net increase / (decrease)
$2,115,401
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $5.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115128NAL0014530867001 cover?
It is the 2023 Form 5500 filing for Legacy Early College 401(K) Plan, reported by Legacy Advancement (EIN 46-5664419).
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