2023 Form 5500 filing — Legacy Healthcare 401(K) Retirement 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 20241015194403NAL0051117856001) for Legacy Healthcare 401(K) Retirement Plan, reported by Legacy Healthcare Financial Services, LLC under EIN 36-3151856 and plan number 001. It reports 5,321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194403NAL0051117856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Healthcare Financial Services, LLC
- EIN
- 36-3151856
- Plan number
- 001
- Location
- Skokie, IL
- Participants
- 5,321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,743,440
- Total liabilities (EOY)
- $246,614
- Net assets (EOY)
- $61,496,826
- Employer contributions
- $1,180,890
- Participant contributions
- $7,996,052
- Total income / additions
- $23,905,031
- Benefits paid
- $4,754,400
- Administrative expenses
- $241,801
- Total expenses
- $4,996,201
- Net increase / (decrease)
- $18,908,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Investments | INVESTMENT ADVISOR | $118,105 | not reported in the loaded dataset |
| Great West Life & Annuity Insurance | RECORDKEEPER | $112,401 | $0 |
| James Moyna | AUDITOR | $25,500 | not reported in the loaded dataset |
| Marquis Pension, LLC | THIRD PARTY ADMIN | $0 | $10,000 |