2023 Form 5500 filing — Legacy Health Services 401(K) Retirement Savings 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 20241015132228NAL0048104384001) for Legacy Health Services 401(K) Retirement Savings Plan, reported by Legacy Health Services under EIN 34-1663174 and plan number 001. It reports 1,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132228NAL0048104384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Health Services
- EIN
- 34-1663174
- Plan number
- 001
- Location
- Parma, OH
- Participants
- 1,219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,365,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,365,712
- Employer contributions
- $193,353
- Participant contributions
- $1,694,502
- Total income / additions
- $7,104,414
- Benefits paid
- $4,465,613
- Administrative expenses
- $46,382
- Total expenses
- $4,555,080
- Net increase / (decrease)
- $2,549,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,092 | $0 |
| Global Retirement Partners LLC | ADVISOR | $21,290 | not reported in the loaded dataset |