2023 Form 5500 filing — Resources Legacy Fund 401(K) 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 20241004161431NAL0005813635001) for Resources Legacy Fund 401(K) Plan, reported by Resources Legacy Fund under EIN 95-4703838 and plan number 003. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004161431NAL0005813635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Resources Legacy Fund
- EIN
- 95-4703838
- Plan number
- 003
- Location
- Sacramento, CA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,280,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,280,176
- Employer contributions
- $1,120,049
- Participant contributions
- $1,316,499
- Total income / additions
- $5,752,303
- Benefits paid
- $597,974
- Administrative expenses
- $44,697
- Total expenses
- $642,671
- Net increase / (decrease)
- $5,109,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISORY | $41,291 | not reported in the loaded dataset |
| Ascensus LLC | CONTRACT ADMINISTRATOR | $4,828 | $9 |
| Future Plan By Ascensus | CONTRACT ADMINISTRATOR | $2,225 | not reported in the loaded dataset |