Legacy Operating Company, LLC 401(K) Plan — Form 5500 plan (Legacy Operating Company, 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 Operating Company, LLC 401(K) Plan is a benefit plan reported by Legacy Operating Company, LLC under EIN 84-3242066 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $1,115,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Operating Company, LLC
EIN
84-3242066
Plan number
001
Plan type
2
Location
Daphne, AL
Latest filing year
2023
Participants
433
End-of-year plan assets
$1,115,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023433H, C20250724103402NAL0012964834001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,115,008
Total liabilities (EOY)
$0
Net assets (EOY)
$1,115,008
Net assets (BOY)
$835,612

Income & contributions

Participant contributions
$383,582
Total contributions
$386,687
Total income / additions
$556,878

Expenses & distributions

Benefits paid
$259,923
Administrative expenses
$10,113
Total expenses
$277,482
Net increase / (decrease)
$279,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$10,113$02023

Related Form 5500 pages