Legacy Human Resources 401(K) Profit Sharing Plan — Form 5500 plan (Legacy Human Resources)
Plain-English plan 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, Legacy Human Resources 401(K) Profit Sharing Plan is a benefit plan reported by Legacy Human Resources under EIN 20-2892382 and plan number 333. The latest loaded filing year is 2023. The filing reports 722 participants and $49,743,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Human Resources
- EIN
- 20-2892382
- Plan number
- 333
- Plan type
- 3
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 722
- End-of-year plan assets
- $49,743,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 722 | H, C | 20241014120857NAL0013253587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,743,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,743,893
- Net assets (BOY)
- $41,726,252
Income & contributions
- Employer contributions
- $2,058,743
- Participant contributions
- $2,668,985
- Total contributions
- $4,810,049
- Total income / additions
- $11,860,317
Expenses & distributions
- Benefits paid
- $3,391,579
- Administrative expenses
- $251,556
- Total expenses
- $3,650,251
- Net increase / (decrease)
- $8,210,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $203,925 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | INVESTMENT MGMT | $47,631 | not reported in the loaded dataset | 2023 |