Resources Legacy Fund 401(K) Plan — Form 5500 plan (Resources Legacy Fund)
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, Resources Legacy Fund 401(K) Plan is a benefit plan reported by Resources Legacy Fund under EIN 95-4703838 and plan number 003. The latest loaded filing year is 2023. The filing reports 177 participants and $20,280,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resources Legacy Fund
- EIN
- 95-4703838
- Plan number
- 003
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $20,280,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241004161431NAL0005813635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,280,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,280,176
- Net assets (BOY)
- $15,170,544
Income & contributions
- Employer contributions
- $1,120,049
- Participant contributions
- $1,316,499
- Total contributions
- $2,933,615
- Total income / additions
- $5,752,303
Expenses & distributions
- Benefits paid
- $597,974
- Administrative expenses
- $44,697
- Total expenses
- $642,671
- Net increase / (decrease)
- $5,109,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISORY | $41,291 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | CONTRACT ADMINISTRATOR | $4,828 | $9 | 2023 |
| Future Plan By Ascensus | CONTRACT ADMINISTRATOR | $2,225 | not reported in the loaded dataset | 2023 |