Legacy Industries, Inc. 401(K) Plan And Trust — Form 5500 plan (Louca Mold And Aerospace Machining, Inc. Dba Legacy Industries)
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 Industries, Inc. 401(K) Plan And Trust is a benefit plan reported by Louca Mold And Aerospace Machining, Inc. Dba Legacy Industries under EIN 38-2026714 and plan number 003. The latest loaded filing year is 2023. The filing reports 289 participants and $5,933,443 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.9MPlan net assets, end of year$5,933,443
Participants289Covered participants reported
Assets / participant$20.5KComputed: assets ÷ participants$20,531 (computed)
Provider compensation$13.2K4 Schedule C provider row(s)$13,191
- Plan sponsor
- Louca Mold And Aerospace Machining, Inc. Dba Legacy Industries
- EIN
- 38-2026714
- Plan number
- 003
- Plan type
- 2
- Location
- Auburn Hills, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241011122816NAL0036902560001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,933,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,933,443
- Net assets (BOY)
- $4,618,998
Income & contributions
- Participant contributions
- $901,764
- Total contributions
- $1,210,572
- Total income / additions
- $2,032,526
Expenses & distributions
- Benefits paid
- $708,577
- Administrative expenses
- $9,504
- Total expenses
- $718,081
- Net increase / (decrease)
- $1,314,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Lakes Pension Associates, Inc | not reported in the loaded dataset | $4,600 | $2,392 | 2023 |
| Voya Retirement Ins And Annuity Co. | SERVICE PROVIDER | $5,141 | $0 | 2023 |
| Morningstar | INVESTMENT AD VISORY | $0 | $821 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $237 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Louca Mold And Aerospace Machining, Inc. Dba Legacy Industries
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Auburn Hills, MI
- Great Lakes Pension Associates, Inc — Schedule C compensation
- Voya Retirement Ins And Annuity Co. — Schedule C compensation
- Morningstar — Schedule C compensation