Plan5500

Legacy Education Inc 401k Plan — Form 5500 plan (Legacy Education 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 Education Inc 401k Plan is a benefit plan reported by Legacy Education Inc under EIN 84-5167957 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $672,099 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Education Inc
EIN
84-5167957
Plan number
001
Plan type
2
Location
Lancaster, CA
Latest filing year
2023
Participants
272
End-of-year plan assets
$672,099

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241015110105NAL0014447843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$672,099
Total liabilities (EOY)
$0
Net assets (EOY)
$672,099
Net assets (BOY)
$296,558

Income & contributions

Participant contributions
$324,969
Total contributions
$326,511
Total income / additions
$398,951

Expenses & distributions

Benefits paid
$15,247
Administrative expenses
$3,537
Total expenses
$23,410
Net increase / (decrease)
$375,541

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$3,537$02023

Related Form 5500 pages