LEGACY PLANNING PARTNERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEGACY PLANNING PARTNERS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : LEGACY PLANNING PARTNERS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-31 | 3391807 |
| Net assets as of the end of the plan year | 2025-07-31 | 412944 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 2723842 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 230810 |
| Value of participant loans at end of plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 99897 |
| Other income to plan in this plan year | 2025-07-31 | 626799 |
| Plan net income in this plan year | 2025-07-31 | -2310898 |
| Net assets as of the end of the plan year | 2025-07-31 | 412944 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 2723842 |
| Employer contributions to plan in this plan year | 2025-07-31 | 123403 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 364 |
| 2024 : LEGACY PLANNING PARTNERS 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 132 |
| Net assets as of the end of the plan year | 2024-09-23 | 2723842 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 1342086 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 200000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 284400 |
| Value of participant loans at end of plan year | 2024-09-23 | 18883 |
| Other contributions to plan in this plan year | 2024-09-23 | 610725 |
| Other income to plan in this plan year | 2024-09-23 | 363981 |
| Plan net income in this plan year | 2024-09-23 | 1381756 |
| Net assets as of the end of the plan year | 2024-09-23 | 2723842 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 1342086 |
| Employer contributions to plan in this plan year | 2024-09-23 | 122782 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 132 |
| 2022 : LEGACY PLANNING PARTNERS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-12 | 793 |
| Net assets as of the end of the plan year | 2022-07-12 | 492715 |
| Total assets as of the beginning of the plan year | 2022-07-12 | 0 |
| Participant contributions to plan in this plan year | 2022-07-12 | 137726 |
| Other contributions to plan in this plan year | 2022-07-12 | 253840 |
| Other income to plan in this plan year | 2022-07-12 | 30591 |
| Plan net income in this plan year | 2022-07-12 | 492715 |
| Net assets as of the end of the plan year | 2022-07-12 | 492715 |
| Net assets as of the beginning of the plan year | 2022-07-12 | 0 |
| Employer contributions to plan in this plan year | 2022-07-12 | 71351 |
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