2023 Form 5500 filing — Legacy Industries, Inc. 401(K) Plan And Trust
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 20241011122816NAL0036902560001) for Legacy Industries, Inc. 401(K) Plan And Trust, reported by Louca Mold And Aerospace Machining, Inc. Dba Legacy Industries under EIN 38-2026714 and plan number 003. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.9MReported net assets$5,933,443
Participants289
Provider compensation$13.2K4 Schedule C row(s)$13,191
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011122816NAL0036902560001
- Plan sponsor
- Louca Mold And Aerospace Machining, Inc. Dba Legacy Industries
- EIN
- 38-2026714
- Plan number
- 003
- Location
- Auburn Hills, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,933,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,933,443
- Participant contributions
- $901,764
- Total income / additions
- $2,032,526
- Benefits paid
- $708,577
- Administrative expenses
- $9,504
- Total expenses
- $718,081
- Net increase / (decrease)
- $1,314,445
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great Lakes Pension Associates, Inc | not reported in the loaded dataset | $4,600 | $2,392 |
| Voya Retirement Ins And Annuity Co. | SERVICE PROVIDER | $5,141 | $0 |
| Morningstar | INVESTMENT AD VISORY | $0 | $821 |
| Morningstar | INVESTMENT ADVISORY | $237 | not reported in the loaded dataset |