Legacy Solutions, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Legacy Solutions, 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 Solutions, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Legacy Solutions, Inc. under EIN 38-3987305 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $433,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Solutions, Inc.
- EIN
- 38-3987305
- Plan number
- 001
- Plan type
- 2
- Location
- Bountiful, UT
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $433,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240808093651NAL0008331376001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $433,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $433,090
- Net assets (BOY)
- $375,385
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $57,705
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $57,705
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.