Legacy Traditional Schools 401(K) Plan — Form 5500 plan (Legacy Traditional Schools)
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 Traditional Schools 401(K) Plan is a benefit plan reported by Legacy Traditional Schools under EIN 46-0641842 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,956 participants and $27,552,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Traditional Schools
- EIN
- 46-0641842
- Plan number
- 002
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 1,956
- End-of-year plan assets
- $27,552,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,956 | H, C | 20250214105656NAL0023980225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,552,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,552,964
- Net assets (BOY)
- $21,403,787
Income & contributions
- Employer contributions
- $1,904,358
- Participant contributions
- $2,836,522
- Total contributions
- $4,898,724
- Total income / additions
- $8,535,925
Expenses & distributions
- Benefits paid
- $2,278,762
- Administrative expenses
- $107,986
- Total expenses
- $2,386,748
- Net increase / (decrease)
- $6,149,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $108,853 | $0 | 2023 |
| Mid-Atlantic Pension Specialists | THIRD PARTY ADMINISTRATO | $17,936 | $11,405 | 2023 |
| Lpl Financial Rp | INVESTMENT ADVISOR | $18,504 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legacy Traditional Schools
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Chandler, AZ
- Empower Annuity Ins Co Of America — Schedule C compensation
- Mid-Atlantic Pension Specialists — Schedule C compensation
- Lpl Financial Rp — Schedule C compensation