2023 Form 5500 filing — Legacy Human Resources 401(K) Profit Sharing 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 20241014120857NAL0013253587001) for Legacy Human Resources 401(K) Profit Sharing Plan, reported by Legacy Human Resources under EIN 20-2892382 and plan number 333. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120857NAL0013253587001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Legacy Human Resources
- EIN
- 20-2892382
- Plan number
- 333
- Location
- Englewood, CO
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,743,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,743,893
- Employer contributions
- $2,058,743
- Participant contributions
- $2,668,985
- Total income / additions
- $11,860,317
- Benefits paid
- $3,391,579
- Administrative expenses
- $251,556
- Total expenses
- $3,650,251
- Net increase / (decrease)
- $8,210,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $203,925 | not reported in the loaded dataset |
| Slavic Mutual Fund Management Corp | INVESTMENT MGMT | $47,631 | not reported in the loaded dataset |