Legion Technologies Inc 401(K) Plan — Form 5500 plan (Legion Technologies 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, Legion Technologies Inc 401(K) Plan is a benefit plan reported by Legion Technologies Inc under EIN 81-2309787 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,296,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legion Technologies Inc
EIN
81-2309787
Plan number
001
Plan type
2
Location
Redwood City, CA
Latest filing year
2023
Participants
147
End-of-year plan assets
$5,296,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241017170722NAL0018628403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,296,004
Total liabilities (EOY)
$0
Net assets (EOY)
$5,296,004
Net assets (BOY)
$3,519,678

Income & contributions

Participant contributions
$1,468,998
Total contributions
$1,632,057
Total income / additions
$2,362,390

Expenses & distributions

Benefits paid
$560,203
Administrative expenses
$25,861
Total expenses
$586,064
Net increase / (decrease)
$1,776,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall, Inc.ADMINISTRATOR$16,760not reported in the loaded dataset2023
At Retirement Services, LLCN/A$9,101not reported in the loaded dataset2023

Related Form 5500 pages