THE CAPITAL LEGACY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CAPITAL LEGACY, LLC RETIREMENT PLAN
Measure | Date | Value |
---|
2014: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2014 : THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-06-30 | $0 |
Total plan liabilities at end of year | 2014-06-30 | $0 |
Total plan liabilities at beginning of year | 2014-06-30 | $0 |
Total income from all sources | 2014-06-30 | $964 |
Expenses. Total of all expenses incurred | 2014-06-30 | $805,789 |
Benefits paid (including direct rollovers) | 2014-06-30 | $805,789 |
Total plan assets at end of year | 2014-06-30 | $0 |
Total plan assets at beginning of year | 2014-06-30 | $804,825 |
Value of fidelity bond covering the plan | 2014-06-30 | $60,000 |
Total contributions received or receivable from participants | 2014-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $964 |
Noncash contributions received | 2014-06-30 | $0 |
Net income (gross income less expenses) | 2014-06-30 | $-804,825 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $804,825 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $11,114 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,324 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $804,825 |
Total plan assets at beginning of year | 2013-12-31 | $804,035 |
Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $10,324 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $790 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $790 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $804,825 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $804,035 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $10,324 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $115,295 |
Expenses. Total of all expenses incurred | 2012-12-31 | $26,019 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $804,035 |
Total plan assets at beginning of year | 2012-12-31 | $714,759 |
Value of fidelity bond covering the plan | 2012-12-31 | $60,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $26,019 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $25,276 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $89,276 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $804,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $714,759 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $90,019 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-5,263 |
Expenses. Total of all expenses incurred | 2011-12-31 | $17,330 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $714,759 |
Total plan assets at beginning of year | 2011-12-31 | $737,352 |
Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $15,040 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-76,269 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-22,593 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $714,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $737,352 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $71,006 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,290 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $26,872 |
Expenses. Total of all expenses incurred | 2010-12-31 | $16,342 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $737,352 |
Total plan assets at beginning of year | 2010-12-31 | $726,822 |
Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $15,040 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $-24,647 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $10,530 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $737,352 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $726,822 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $51,519 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,302 |
2009 : THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE CAPITAL LEGACY, LLC RETIREMENT PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |