Legacy, LLC 401(K) Plan — Form 5500 plan (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, Legacy, LLC 401(K) Plan is a benefit plan reported by Legacy, LLC under EIN 47-2413816 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $4,669,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy, LLC
- EIN
- 47-2413816
- Plan number
- 001
- Plan type
- 2
- Location
- Milford, MI
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $4,669,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241010134052NAL0034165392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,669,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,669,694
- Net assets (BOY)
- $4,886,758
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $335,131
- Total contributions
- $358,816
- Total income / additions
- $1,072,381
Expenses & distributions
- Benefits paid
- $1,246,413
- Administrative expenses
- $36,201
- Total expenses
- $1,289,445
- Net increase / (decrease)
- -$217,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rehmann LLC Dba Rehmann Financial G | AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $10,993 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,708 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legacy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Milford, MI
- Rehmann LLC Dba Rehmann Financial G — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation