2023 Form 5500 filing — American Legend Services 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917084028NAL0002649889001) for American Legend Services 401k Plan, reported by American Legend Services, Inc. under EIN 81-4800909 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917084028NAL0002649889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Legend Services, Inc.
- EIN
- 81-4800909
- Plan number
- 001
- Location
- Lewisville, TX
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,914,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,914,314
- Employer contributions
- $553,881
- Participant contributions
- $1,697,735
- Total income / additions
- $6,175,570
- Benefits paid
- $814,446
- Administrative expenses
- $2,522
- Total expenses
- $816,968
- Net increase / (decrease)
- $5,358,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $650 | $0 |