Legacy 401(K) Retirement Plan — Form 5500 plan (Legacy Property Group, 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 401(K) Retirement Plan is a benefit plan reported by Legacy Property Group, LLC under EIN 58-2486526 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $7,640,560 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.6MPlan net assets, end of year$7,640,560
Participants575Covered participants reported
Assets / participant$13.3KComputed: assets ÷ participants$13,288 (computed)
Provider compensation$79.1K2 Schedule C provider row(s)$79,129
- Plan sponsor
- Legacy Property Group, LLC
- EIN
- 58-2486526
- Plan number
- 001
- Plan type
- 3
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20240709110529NAL0015300449001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,640,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,640,560
- Net assets (BOY)
- $5,812,306
Income & contributions
- Employer contributions
- $405,404
- Participant contributions
- $689,645
- Total contributions
- $1,154,671
- Total income / additions
- $2,310,783
Expenses & distributions
- Benefits paid
- $403,321
- Administrative expenses
- $79,208
- Total expenses
- $482,529
- Net increase / (decrease)
- $1,828,254
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heritage Pension Advisors, Inc | RECORDKEEPER, TPA | $56,093 | not reported in the loaded dataset | 2023 |
| Investment Assets Mgmt Of Georgia | INVESTMENT ADVISORS | $23,036 | not reported in the loaded dataset | 2023 |