2023 Form 5500 filing — Legacy Funeral Group Employees 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 20250218050534NAL0004573552001) for Legacy Funeral Group Employees Retirement Savings Plan, reported by Legacy Funeral Group, L.L.C. under EIN 82-0562929 and plan number 001. It reports 928 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)$10.5MReported net assets$10,510,765
Participants928
Provider compensation$75.2K3 Schedule C row(s)$75,231
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250218050534NAL0004573552001
- Plan sponsor
- Legacy Funeral Group, L.L.C.
- EIN
- 82-0562929
- Plan number
- 001
- Location
- Houston, TX
- 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)$10.5M total assets
Net assets$10.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,510,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,510,765
- Employer contributions
- $446,416
- Participant contributions
- $1,323,558
- Total income / additions
- $3,086,333
- Benefits paid
- $1,186,303
- Administrative expenses
- $75,232
- Total expenses
- $1,271,560
- Net increase / (decrease)
- $1,814,773
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $45,670 | $0 |
| Regions Bank Dba Regions Trust | INVESTMENT/FINANCIAL ADVI | $29,561 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |