Candlelight Legacy, LLC Retirement Plan — Form 5500 plan (Candlelight Legacy, LLC Fka Candlelight Legacy, LLC)

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, Candlelight Legacy, LLC Retirement Plan is a benefit plan reported by Candlelight Legacy, LLC Fka Candlelight Legacy, LLC under EIN 26-4711703 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $20,838,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Candlelight Legacy, LLC Fka Candlelight Legacy, LLC
EIN
26-4711703
Plan number
001
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
33
End-of-year plan assets
$20,838,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I20241014141005NAL0046304528001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$20,838,266
Net assets (EOY)
$20,838,266
Net assets (BOY)
$17,908,093

Income & contributions

Employer contributions
$97,212
Participant contributions
$184,844
Total income / additions
$2,975,619

Expenses & distributions

Benefits paid
$12,132
Administrative expenses
$33,314
Total expenses
$45,446
Net increase / (decrease)
$2,930,173

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages