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LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameLEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEGACY INSURANCE SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:LEGACY INSURANCE SOLUTIONS, LLC
Employer identification number (EIN):274300601
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about LEGACY INSURANCE SOLUTIONS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-12-20
Company Identification Number: L10000129317
Legal Registered Office Address: 1410 Piedmont Drive East

TALLAHASSEE

32308

More information about LEGACY INSURANCE SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRANDTLY SHAPIRO2023-03-22 BRANDTLY SHAPIRO2023-03-22
0012021-01-01BRANDTLY SHAPIRO2022-03-08 BRANDTLY SHAPIRO2022-03-08
0012020-01-01BRANDTLY SHAPIRO2021-04-08 BRANDTLY SHAPIRO2021-04-08
0012019-01-01BRANDT SHAPIRO2020-04-03 BRANDT SHAPIRO2020-04-03
0012018-01-01BRANDTLY SHAPIRO2019-03-11 BRANDTLY SHAPIRO2019-03-11
0012017-01-01BRANDTL SHAPIRO2018-07-11 BRANDTL SHAPIRO2018-07-11
0012016-01-01BRANDTLY SHAPIRO2017-03-14 BRANDTLY SHAPIRO2017-03-14
0012015-01-01BRANDTLY SHAPIRO2016-04-19 BRANDTLY SHAPIRO2016-04-19
0012014-01-01BRANDTLY SHAPIRO2015-09-11 BRANDTLY SHAPIRO2015-09-11

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