Legacy Healthcare 401(K) Retirement Plan — Form 5500 plan (Legacy Healthcare Financial Services, 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 Healthcare 401(K) Retirement Plan is a benefit plan reported by Legacy Healthcare Financial Services, LLC under EIN 36-3151856 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,321 participants and $61,743,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Healthcare Financial Services, LLC
- EIN
- 36-3151856
- Plan number
- 001
- Plan type
- 2
- Location
- Skokie, IL
- Latest filing year
- 2023
- Participants
- 5,321
- End-of-year plan assets
- $61,743,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,321 | H, C | 20241015194403NAL0051117856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,743,440
- Total liabilities (EOY)
- $246,614
- Net assets (EOY)
- $61,496,826
- Net assets (BOY)
- $42,088,613
Income & contributions
- Employer contributions
- $1,180,890
- Participant contributions
- $7,996,052
- Total contributions
- $15,684,581
- Total income / additions
- $23,905,031
Expenses & distributions
- Benefits paid
- $4,754,400
- Administrative expenses
- $241,801
- Total expenses
- $4,996,201
- Net increase / (decrease)
- $18,908,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One Digital Investments | INVESTMENT ADVISOR | $118,105 | not reported in the loaded dataset | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $112,401 | $0 | 2023 |
| James Moyna | AUDITOR | $25,500 | not reported in the loaded dataset | 2023 |
| Marquis Pension, LLC | THIRD PARTY ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legacy Healthcare Financial Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Skokie, IL
- One Digital Investments — Schedule C compensation
- Great West Life & Annuity Insurance — Schedule C compensation
- James Moyna — Schedule C compensation
- Marquis Pension, LLC — Schedule C compensation