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 Funeral Group Employees Retirement Savings Plan is a benefit plan reported by Legacy Funeral Group, L.L.C. under EIN 82-0562929 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $10,510,765 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,510,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,510,765
- Net assets (BOY)
- $8,695,992
Income & contributions
- Employer contributions
- $446,416
- Participant contributions
- $1,323,558
- Total contributions
- $1,802,248
- Total income / additions
- $3,086,333
Expenses & distributions
- Benefits paid
- $1,186,303
- Administrative expenses
- $75,232
- Total expenses
- $1,271,560
- Net increase / (decrease)
- $1,814,773