2023 Form 5500 filing — Legacy Traditional Schools 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 20250214105656NAL0023980225001) for Legacy Traditional Schools 401(K) Plan, reported by Legacy Traditional Schools under EIN 46-0641842 and plan number 002. It reports 1,956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214105656NAL0023980225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Traditional Schools
- EIN
- 46-0641842
- Plan number
- 002
- Location
- Chandler, AZ
- Participants
- 1,956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,552,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,552,964
- Employer contributions
- $1,904,358
- Participant contributions
- $2,836,522
- Total income / additions
- $8,535,925
- Benefits paid
- $2,278,762
- Administrative expenses
- $107,986
- Total expenses
- $2,386,748
- Net increase / (decrease)
- $6,149,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $108,853 | $0 |
| Mid-Atlantic Pension Specialists | THIRD PARTY ADMINISTRATO | $17,936 | $11,405 |
| Lpl Financial Rp | INVESTMENT ADVISOR | $18,504 | not reported in the loaded dataset |