Legacy Senior Living, LLC 401(K) Plan — Form 5500 plan (Legacy Senior Living, LLC)

Plain-English plan 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, Legacy Senior Living, LLC 401(K) Plan is a benefit plan reported by Legacy Senior Living, LLC under EIN 20-5770211 and plan number 001. The latest loaded filing year is 2023. The filing reports 633 participants and $1,129,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Senior Living, LLC
EIN
20-5770211
Plan number
001
Plan type
2
Location
Cleveland, TN
Latest filing year
2023
Participants
633
End-of-year plan assets
$1,129,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023633H, C20241015141405NAL0014809475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,129,348
Total liabilities (EOY)
$0
Net assets (EOY)
$1,129,348
Net assets (BOY)
$961,717

Income & contributions

Employer contributions
$31,681
Participant contributions
$183,444
Total contributions
$224,456
Total income / additions
$383,135

Expenses & distributions

Benefits paid
$199,098
Administrative expenses
$16,406
Total expenses
$215,504
Net increase / (decrease)
$167,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$11,356$02023
Merrill Lynch Life AgencyINVEST ADVISORY-PLAN$3,135not reported in the loaded dataset2023
Erisa ServicesRECORDKEEPER$2,984$222023

Related Form 5500 pages