2023 Form 5500 filing — Legacy Treatment Services, Inc. 403b 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 20241015110057NAL0028138161001) for Legacy Treatment Services, Inc. 403b Plan, reported by Legacy Treatment Services, Inc. under EIN 21-0638161 and plan number 004. It reports 1,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110057NAL0028138161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Treatment Services, Inc.
- EIN
- 21-0638161
- Plan number
- 004
- Location
- Hainesport, NJ
- Participants
- 1,137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,380,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,380,802
- Employer contributions
- $254,961
- Participant contributions
- $1,286,554
- Total income / additions
- $3,804,791
- Benefits paid
- $1,715,466
- Administrative expenses
- $21,365
- Total expenses
- $1,744,338
- Net increase / (decrease)
- $2,060,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfs Securities Inc | SERVICE PROVIDER | $0 | $37,378 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $20,478 | $0 |