LEGACY HOMES OF ALABAMA, INC. has sponsored the creation of one or more 401k plans.
Additional information about LEGACY HOMES OF ALABAMA, INC.
| Measure | Date | Value |
|---|
| 2022: LEGACY HOMES RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 34 |
| Number of participants with account balances | 2022-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LEGACY HOMES RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 35 |
| Number of participants with account balances | 2021-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LEGACY HOMES RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
| Total of all active and inactive participants | 2020-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 32 |
| Number of participants with account balances | 2020-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: LEGACY HOMES RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 30 |
| Number of participants with account balances | 2019-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LEGACY HOMES RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: LEGACY HOMES RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 29 |
| Number of participants with account balances | 2017-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: LEGACY HOMES RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 28 |
| Number of participants with account balances | 2016-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LEGACY HOMES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $2,869 |
| Total plan liabilities at beginning of year | 2022-12-31 | $14 |
| Total income from all sources | 2022-12-31 | $-503,292 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $78,784 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $78,784 |
| Total plan assets at end of year | 2022-12-31 | $3,993,562 |
| Total plan assets at beginning of year | 2022-12-31 | $4,572,783 |
| Value of fidelity bond covering the plan | 2022-12-31 | $75,000 |
| Other income received | 2022-12-31 | $-747,307 |
| Net income (gross income less expenses) | 2022-12-31 | $-582,076 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,990,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,572,769 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $244,015 |
| 2021 : LEGACY HOMES RETIREMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $14 |
| Total plan liabilities at beginning of year | 2021-12-31 | $14 |
| Total income from all sources | 2021-12-31 | $830,013 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $217,634 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $217,634 |
| Total plan assets at end of year | 2021-12-31 | $4,572,783 |
| Total plan assets at beginning of year | 2021-12-31 | $3,960,404 |
| Value of fidelity bond covering the plan | 2021-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $46,405 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $25,040 |
| Other income received | 2021-12-31 | $732,450 |
| Net income (gross income less expenses) | 2021-12-31 | $612,379 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,572,769 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,960,390 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $26,118 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : LEGACY HOMES RETIREMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $14 |
| Total plan liabilities at beginning of year | 2020-12-31 | $14 |
| Total income from all sources | 2020-12-31 | $794,971 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,819 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,819 |
| Total plan assets at end of year | 2020-12-31 | $3,960,404 |
| Total plan assets at beginning of year | 2020-12-31 | $3,170,252 |
| Value of fidelity bond covering the plan | 2020-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $91,619 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $885 |
| Other income received | 2020-12-31 | $501,883 |
| Net income (gross income less expenses) | 2020-12-31 | $790,152 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,960,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,170,238 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $200,584 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : LEGACY HOMES RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $14 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,016 |
| Total income from all sources | 2019-12-31 | $928,624 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $275,257 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $274,920 |
| Total plan assets at end of year | 2019-12-31 | $3,170,252 |
| Total plan assets at beginning of year | 2019-12-31 | $2,517,887 |
| Value of fidelity bond covering the plan | 2019-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $84,186 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $337 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $60,302 |
| Other income received | 2019-12-31 | $599,979 |
| Net income (gross income less expenses) | 2019-12-31 | $653,367 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,170,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,516,871 |
| Assets. Value of participant loans | 2019-12-31 | $4,011 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $184,157 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LEGACY HOMES RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $1,016 |
| Total plan liabilities at beginning of year | 2018-12-31 | $2 |
| Total income from all sources | 2018-12-31 | $96,391 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $66,882 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $65,875 |
| Total plan assets at end of year | 2018-12-31 | $2,517,887 |
| Total plan assets at beginning of year | 2018-12-31 | $2,487,364 |
| Value of fidelity bond covering the plan | 2018-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $83,783 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,007 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $23,833 |
| Other income received | 2018-12-31 | $-195,275 |
| Net income (gross income less expenses) | 2018-12-31 | $29,509 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,516,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,487,362 |
| Assets. Value of participant loans | 2018-12-31 | $8,191 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $184,050 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : LEGACY HOMES RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $2 |
| Total plan liabilities at beginning of year | 2017-12-31 | $2,799 |
| Total income from all sources | 2017-12-31 | $588,184 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $75,857 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $75,857 |
| Total plan assets at end of year | 2017-12-31 | $2,487,364 |
| Total plan assets at beginning of year | 2017-12-31 | $1,977,834 |
| Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $95,717 |
| Other income received | 2017-12-31 | $312,415 |
| Net income (gross income less expenses) | 2017-12-31 | $512,327 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,487,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,975,035 |
| Assets. Value of participant loans | 2017-12-31 | $56,484 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $180,052 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : LEGACY HOMES RETIREMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $2,799 |
| Total plan liabilities at beginning of year | 2016-12-31 | $18,349 |
| Total income from all sources | 2016-12-31 | $468,583 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $28,946 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $28,946 |
| Total plan assets at end of year | 2016-12-31 | $1,977,834 |
| Total plan assets at beginning of year | 2016-12-31 | $1,553,747 |
| Value of fidelity bond covering the plan | 2016-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $84,329 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $47,188 |
| Other income received | 2016-12-31 | $171,091 |
| Net income (gross income less expenses) | 2016-12-31 | $439,637 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,975,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,535,398 |
| Assets. Value of participant loans | 2016-12-31 | $22,092 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $165,975 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2022: LEGACY HOMES RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LEGACY HOMES RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEGACY HOMES RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEGACY HOMES RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEGACY HOMES RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LEGACY HOMES RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LEGACY HOMES RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
