Legacy Treatment Services, Inc. 403b Plan — Form 5500 plan (Legacy Treatment Services, Inc.)

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 Treatment Services, Inc. 403b Plan is a benefit plan reported by Legacy Treatment Services, Inc. under EIN 21-0638161 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,137 participants and $15,380,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Treatment Services, Inc.
EIN
21-0638161
Plan number
004
Plan type
2
Location
Hainesport, NJ
Latest filing year
2023
Participants
1,137
End-of-year plan assets
$15,380,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,137H, C20241015110057NAL0028138161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,380,802
Total liabilities (EOY)
$0
Net assets (EOY)
$15,380,802
Net assets (BOY)
$13,320,349

Income & contributions

Employer contributions
$254,961
Participant contributions
$1,286,554
Total contributions
$1,606,174
Total income / additions
$3,804,791

Expenses & distributions

Benefits paid
$1,715,466
Administrative expenses
$21,365
Total expenses
$1,744,338
Net increase / (decrease)
$2,060,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tfs Securities IncSERVICE PROVIDER$0$37,3782023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$20,478$02023

Related Form 5500 pages