Legacy Equipment, LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Legacy Equipment, 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, Legacy Equipment, LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Legacy Equipment, LLC under EIN 27-2242123 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $9,747,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Equipment, LLC
EIN
27-2242123
Plan number
001
Plan type
2
Location
Paragould, AR
Latest filing year
2023
Participants
144
End-of-year plan assets
$9,747,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20240927081211NAL0003199968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,747,741
Total liabilities (EOY)
$0
Net assets (EOY)
$9,747,741
Net assets (BOY)
$7,744,992

Income & contributions

Employer contributions
$294,918
Participant contributions
$599,641
Total contributions
$894,559
Total income / additions
$2,371,032

Expenses & distributions

Benefits paid
$309,482
Administrative expenses
$58,801
Total expenses
$368,283
Net increase / (decrease)
$2,002,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
StephensNONE$35,394not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$19,868not reported in the loaded dataset2023

Related Form 5500 pages