Onelegacy 403(B) Retirement Plan — Form 5500 plan (Onelegacy)
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, Onelegacy 403(B) Retirement Plan is a benefit plan reported by Onelegacy under EIN 95-3138799 and plan number 001. The latest loaded filing year is 2023. The filing reports 612 participants and $42,082,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Onelegacy
- EIN
- 95-3138799
- Plan number
- 001
- Plan type
- 2
- Location
- Azusa, CA
- Latest filing year
- 2023
- Participants
- 612
- End-of-year plan assets
- $42,082,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 612 | H, C | 20241211130437NAL0007082227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,082,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,082,144
- Net assets (BOY)
- $37,382,986
Income & contributions
- Employer contributions
- $1,408,688
- Participant contributions
- $2,266,708
- Total contributions
- $4,029,715
- Total income / additions
- $10,122,139
Expenses & distributions
- Benefits paid
- $5,287,963
- Administrative expenses
- $60,028
- Total expenses
- $5,422,981
- Net increase / (decrease)
- $4,699,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Planners Financial Service | BROKER | $60,004 | $0 | 2023 |
| Empower Life And Annuity | RECORDKEEPER | $0 | $0 | 2023 |