Legacy Partners Retirement Plan — Form 5500 plan (Legacy Partners, Inc.)
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 Partners Retirement Plan is a benefit plan reported by Legacy Partners, Inc. under EIN 75-2605182 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $26,594,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Partners, Inc.
- EIN
- 75-2605182
- Plan number
- 001
- Plan type
- 2
- Location
- Foster City, CA
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $26,594,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20240828113250NAL0021881584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,594,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,594,237
- Net assets (BOY)
- $23,747,550
Income & contributions
- Employer contributions
- $271,942
- Participant contributions
- $1,587,236
- Total contributions
- $1,982,530
- Total income / additions
- $5,985,240
Expenses & distributions
- Benefits paid
- $3,056,983
- Administrative expenses
- $81,570
- Total expenses
- $3,138,553
- Net increase / (decrease)
- $2,846,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,337 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $21,000 | not reported in the loaded dataset | 2023 |
| Lindquist Von Husen & Joyce Llp | ACCOUNTANT/AUDITOR | $15,875 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legacy Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Foster City, CA
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Lindquist Von Husen & Joyce Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation