2023 Form 5500 filing — Legacy Service Partners, LLC 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 20250307154139NAL0007302083001) for Legacy Service Partners, LLC 401(K) Plan, reported by Lsp Holdco LLC under EIN 86-3938599 and plan number 001. It reports 1,033 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)$16.6MReported net assets$16,566,204
Participants1K1,033
Provider compensation$36.8K3 Schedule C row(s)$36,825
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250307154139NAL0007302083001
Plan sponsor
Lsp Holdco LLC
EIN
86-3938599
Plan number
001
Location
Tampa, FL
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)$16.6M total assets
Net assets$16.6MLiabilities$0
Money in vs. money out
Total income / additions$8.4M
Total expenses$785.4K
Benefits paid / distributions$746.3K
Contributions
Employer$2M
Participant$2.4M
Full reported line items
Total assets (EOY)
$16,566,204
Total liabilities (EOY)
$0
Net assets (EOY)
$16,566,204
Employer contributions
$2,000,023
Participant contributions
$2,448,143
Total income / additions
$8,425,789
Benefits paid
$746,276
Administrative expenses
$25,105
Total expenses
$785,376
Net increase / (decrease)
$7,640,413
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $21.8K
  2. 2
    RECORDKEEPER · Direct $14.1K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $930

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250307154139NAL0007302083001 cover?
It is the 2023 Form 5500 filing for Legacy Service Partners, LLC 401(K) Plan, reported by Lsp Holdco LLC (EIN 86-3938599).
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