2023 Form 5500 filing — Legion Technologies 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 20241017170722NAL0018628403001) for Legion Technologies Inc 401(K) Plan, reported by Legion Technologies Inc under EIN 81-2309787 and plan number 001. It reports 147 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)$5.3MReported net assets$5,296,004
Participants147
Provider compensation$25.9K2 Schedule C row(s)$25,861
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241017170722NAL0018628403001
Plan sponsor
Legion Technologies Inc
EIN
81-2309787
Plan number
001
Location
Redwood City, CA
Received date
not reported in the loaded dataset
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$586.1K
Benefits paid / distributions$560.2K
Contributions
EmployerNot reported
Participant$1.5M
Full reported line items
Total assets (EOY)
$5,296,004
Total liabilities (EOY)
$0
Net assets (EOY)
$5,296,004
Participant contributions
$1,468,998
Total income / additions
$2,362,390
Benefits paid
$560,203
Administrative expenses
$25,861
Total expenses
$586,064
Net increase / (decrease)
$1,776,326

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Forusall, Inc.ADMINISTRATOR$16,760not reported in the loaded dataset
At Retirement Services, LLCN/A$9,101not reported in the loaded dataset

Related Form 5500 pages