Legacy Professionals Llp 401(K) Plan — Form 5500 plan (Legacy Professionals Llp)
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 Professionals Llp 401(K) Plan is a benefit plan reported by Legacy Professionals Llp under EIN 32-0043599 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $44,060,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Professionals Llp
- EIN
- 32-0043599
- Plan number
- 001
- Plan type
- 2
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $44,060,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241008092806NAL0034253954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,060,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,060,513
- Net assets (BOY)
- $31,052,523
Income & contributions
- Employer contributions
- $647,563
- Participant contributions
- $1,487,649
- Total contributions
- $9,186,771
- Total income / additions
- $15,396,554
Expenses & distributions
- Benefits paid
- $2,352,850
- Administrative expenses
- $35,714
- Total expenses
- $2,388,564
- Net increase / (decrease)
- $13,007,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,948 | $0 | 2023 |
| Woodbury Financial Services Inc | ADVISOR | $16,766 | not reported in the loaded dataset | 2023 |