American Legend Services 401k Plan — Form 5500 plan (American Legend Services, 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, American Legend Services 401k Plan is a benefit plan reported by American Legend Services, Inc. under EIN 81-4800909 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $21,914,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Legend Services, Inc.
EIN
81-4800909
Plan number
001
Plan type
2
Location
Lewisville, TX
Latest filing year
2023
Participants
184
End-of-year plan assets
$21,914,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240917084028NAL0002649889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,914,314
Total liabilities (EOY)
$0
Net assets (EOY)
$21,914,314
Net assets (BOY)
$16,555,712

Income & contributions

Employer contributions
$553,881
Participant contributions
$1,697,735
Total contributions
$2,441,301
Total income / additions
$6,175,570

Expenses & distributions

Benefits paid
$814,446
Administrative expenses
$2,522
Total expenses
$816,968
Net increase / (decrease)
$5,358,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$650$02023

Related Form 5500 pages