401k Plan data: LEGACY 401(K) RETIREMENT PLAN plan

LEGACY 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	LEGACY 401(K) RETIREMENT PLAN
Plan identification number	001

LEGACY 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEGACY PROPERTY GROUP, LLC. has sponsored the creation of one or more 401k plans.

Company Name: LEGACY PROPERTY GROUP, LLC.

Employer identification number (EIN): 582486526

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PETER O'HANLON 2023-08-25
001 2021-01-01 PETER O'HANLON 2022-10-11
001 2020-01-01 PETER O'HANLON 2021-08-27 PETER O'HANLON 2021-08-27
001 2019-01-01 PETER O'HANLON 2020-09-02 PETER O'HANLON 2020-09-02
001 2018-01-01 PETER O'HANLON 2019-10-07 PETER O'HANLON 2019-10-07
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PETER O'HANLON	2023-08-25
001	2021-01-01	PETER O'HANLON	2022-10-11
001	2020-01-01	PETER O'HANLON	2021-08-27	PETER O'HANLON	2021-08-27
001	2019-01-01	PETER O'HANLON	2020-09-02	PETER O'HANLON	2020-09-02
001	2018-01-01	PETER O'HANLON	2019-10-07	PETER O'HANLON	2019-10-07
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01

Plan Statistics for LEGACY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LEGACY 401(K) RETIREMENT PLAN

Measure Date Value
2022: LEGACY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 447
Number of retired or separated participants receiving benefits 2022-01-01 128
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 575
Number of participants with account balances 2022-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LEGACY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 341
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 139
Total of all active and inactive participants 2021-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 480
Number of participants with account balances 2021-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEGACY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 838
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 315
Number of other retired or separated participants entitled to future benefits 2020-01-01 167
Total of all active and inactive participants 2020-01-01 482
Total participants 2020-01-01 482
Number of participants with account balances 2020-01-01 235
2019: LEGACY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 689
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 261
Number of other retired or separated participants entitled to future benefits 2019-01-01 90
Total of all active and inactive participants 2019-01-01 351
Total participants 2019-01-01 351
Number of participants with account balances 2019-01-01 258
2018: LEGACY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 648
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 41
Total of all active and inactive participants 2018-01-01 689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 689
Number of participants with account balances 2018-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEGACY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 488
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 65
Total of all active and inactive participants 2017-01-01 553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 553
Number of participants with account balances 2017-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEGACY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 554
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 415
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 459
Total participants 2016-01-01 459
Number of participants with account balances 2016-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEGACY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 506
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 401
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 435
Number of participants with account balances 2015-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEGACY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 495
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 11
Total of all active and inactive participants 2014-01-01 506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 506
Number of participants with account balances 2014-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: LEGACY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	447
Number of retired or separated participants receiving benefits	2022-01-01	128
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	575
Number of participants with account balances	2022-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LEGACY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	341
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	139
Total of all active and inactive participants	2021-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	480
Number of participants with account balances	2021-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEGACY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	838
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	315
Number of other retired or separated participants entitled to future benefits	2020-01-01	167
Total of all active and inactive participants	2020-01-01	482
Total participants	2020-01-01	482
Number of participants with account balances	2020-01-01	235
2019: LEGACY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	689
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	261
Number of other retired or separated participants entitled to future benefits	2019-01-01	90
Total of all active and inactive participants	2019-01-01	351
Total participants	2019-01-01	351
Number of participants with account balances	2019-01-01	258
2018: LEGACY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	648
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	41
Total of all active and inactive participants	2018-01-01	689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	689
Number of participants with account balances	2018-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEGACY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	488
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	65
Total of all active and inactive participants	2017-01-01	553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	553
Number of participants with account balances	2017-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEGACY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	554
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	415
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	459
Total participants	2016-01-01	459
Number of participants with account balances	2016-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEGACY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	506
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	401
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	435
Number of participants with account balances	2015-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEGACY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	495
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	11
Total of all active and inactive participants	2014-01-01	506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	506
Number of participants with account balances	2014-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on LEGACY 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : LEGACY 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$312,891
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$722,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$648,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,235,613
Value of total assets at end of year	2022-12-31	$5,812,306
Value of total assets at beginning of year	2022-12-31	$6,221,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$74,241
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$35,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$35,263
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$641,653
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$369
Participant contributions at beginning of year	2022-12-31	$1,587
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$237,713
Administrative expenses (other) incurred	2022-12-31	$1,427
Total non interest bearing cash at end of year	2022-12-31	$5
Total non interest bearing cash at beginning of year	2022-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-409,494
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,812,306
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,221,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$72,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,796,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,211,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$15,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-957,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$356,247
Employer contributions (assets) at end of year	2022-12-31	$323
Employer contributions (assets) at beginning of year	2022-12-31	$886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$648,144
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	MCMULLEN & COMPANY
Accountancy firm EIN	2022-12-31	581264232
2021 : LEGACY 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,879,553
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,072,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,002,199
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$890,755
Value of total assets at end of year	2021-12-31	$6,221,800
Value of total assets at beginning of year	2021-12-31	$5,415,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$69,134
Total interest from all sources	2021-12-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$34,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$34,109
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$532,917
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$1,983
Participant contributions at end of year	2021-12-31	$1,587
Participant contributions at beginning of year	2021-12-31	$3,889
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$69,789
Administrative expenses (other) incurred	2021-12-31	$1,972
Total non interest bearing cash at end of year	2021-12-31	$3
Total non interest bearing cash at beginning of year	2021-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$806,613
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,221,800
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,415,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$67,162
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,211,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,395,970
Interest on participant loans	2021-12-31	$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$11,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$11,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$954,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$288,049
Employer contributions (assets) at end of year	2021-12-31	$886
Employer contributions (assets) at beginning of year	2021-12-31	$1,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,002,199
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	MCMULLEN & COMPANY
Accountancy firm EIN	2021-12-31	581264232
2020 : LEGACY 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,613,949
Total of all expenses incurred	2020-12-31	$626,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$570,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$761,080
Value of total assets at end of year	2020-12-31	$5,415,187
Value of total assets at beginning of year	2020-12-31	$4,427,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,482
Total interest from all sources	2020-12-31	$67
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$34,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$34,071
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$489,101
Participant contributions at end of year	2020-12-31	$1,983
Participant contributions at beginning of year	2020-12-31	$3,235
Participant contributions at end of year	2020-12-31	$3,889
Participant contributions at beginning of year	2020-12-31	$4,687
Administrative expenses (other) incurred	2020-12-31	$24,977
Total non interest bearing cash at end of year	2020-12-31	$6
Total non interest bearing cash at beginning of year	2020-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$987,481
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,415,187
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,427,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$30,505
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,395,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,414,949
Interest on participant loans	2020-12-31	$67
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$11,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$818,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$271,979
Employer contributions (assets) at end of year	2020-12-31	$1,481
Employer contributions (assets) at beginning of year	2020-12-31	$1,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$570,986
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MCMULLEN & COMPANY
Accountancy firm EIN	2020-12-31	581264232
2019 : LEGACY 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,979,781
Total of all expenses incurred	2019-12-31	$379,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$333,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,209,065
Value of total assets at end of year	2019-12-31	$4,427,706
Value of total assets at beginning of year	2019-12-31	$2,827,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,593
Total interest from all sources	2019-12-31	$311
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$32,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$32,523
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$739,449
Participant contributions at end of year	2019-12-31	$3,235
Participant contributions at beginning of year	2019-12-31	$7,393
Participant contributions at end of year	2019-12-31	$4,687
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$38,866
Administrative expenses (other) incurred	2019-12-31	$23,332
Total non interest bearing cash at end of year	2019-12-31	$3
Total non interest bearing cash at beginning of year	2019-12-31	$32,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,600,109
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,427,706
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,827,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$23,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,414,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,786,355
Interest on participant loans	2019-12-31	$311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$737,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$430,750
Employer contributions (assets) at end of year	2019-12-31	$1,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$333,079
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCMULLEN & COMPANY
Accountancy firm EIN	2019-12-31	581264232
2018 : LEGACY 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$878,351
Total of all expenses incurred	2018-12-31	$698,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$664,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,061,399
Value of total assets at end of year	2018-12-31	$2,827,597
Value of total assets at beginning of year	2018-12-31	$2,647,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$34,117
Total interest from all sources	2018-12-31	$512
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$22,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$22,308
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$614,631
Participant contributions at end of year	2018-12-31	$7,393
Participant contributions at beginning of year	2018-12-31	$8,692
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$79,420
Other income not declared elsewhere	2018-12-31	$-205,868
Administrative expenses (other) incurred	2018-12-31	$19,260
Total non interest bearing cash at end of year	2018-12-31	$32,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$180,028
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,827,597
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,647,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$14,857
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,786,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$512
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,511,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$126,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$367,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$664,206
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCMULLEN & COMPANY
Accountancy firm EIN	2018-12-31	581264232
2017 : LEGACY 401(K) RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$30,707
Total income from all sources (including contributions)	2017-12-31	$794,929
Total of all expenses incurred	2017-12-31	$362,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$355,881
Value of total corrective distributions	2017-12-31	$1,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$436,909
Value of total assets at end of year	2017-12-31	$2,647,569
Value of total assets at beginning of year	2017-12-31	$2,245,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,400
Total interest from all sources	2017-12-31	$761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$275,882
Participant contributions at end of year	2017-12-31	$8,692
Participant contributions at beginning of year	2017-12-31	$9,194
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$161,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$30,707
Administrative expenses (other) incurred	2017-12-31	$4,400
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$432,681
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,647,569
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,214,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$761
Value of interest in common/collective trusts at end of year	2017-12-31	$2,511,345
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,151,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$126,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$83,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$357,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$355,881
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCMULLAN AND COMPANY
Accountancy firm EIN	2017-12-31	581264232
2016 : LEGACY 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$30,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$16,805
Total income from all sources (including contributions)	2016-12-31	$775,666
Total of all expenses incurred	2016-12-31	$51,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$49,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$633,908
Value of total assets at end of year	2016-12-31	$2,245,595
Value of total assets at beginning of year	2016-12-31	$1,507,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,864
Total interest from all sources	2016-12-31	$267
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$-14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$-14
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$227,980
Participant contributions at end of year	2016-12-31	$9,194
Participant contributions at beginning of year	2016-12-31	$1,750
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$806
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$405,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$30,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$16,805
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$724,249
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,214,888
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,490,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,151,496
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,465,270
Interest on participant loans	2016-12-31	$267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$83,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$38,671
Net investment gain/loss from pooled separate accounts	2016-12-31	$141,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$49,553
Contract administrator fees	2016-12-31	$1,864
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAULDIN & JENKINS, LLC
Accountancy firm EIN	2016-12-31	580692043
2015 : LEGACY 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$16,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,662
Total income from all sources (including contributions)	2015-12-31	$179,311
Total of all expenses incurred	2015-12-31	$23,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$10,556
Value of total corrective distributions	2015-12-31	$12,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$198,703
Value of total assets at end of year	2015-12-31	$1,507,444
Value of total assets at beginning of year	2015-12-31	$1,339,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,161
Total interest from all sources	2015-12-31	$48
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$352
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$193,356
Participant contributions at end of year	2015-12-31	$1,750
Participant contributions at beginning of year	2015-12-31	$2,205
Participant contributions at end of year	2015-12-31	$806
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$16,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$4,662
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$155,451
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,490,639
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,335,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,161
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,465,270
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,303,414
Interest on participant loans	2015-12-31	$48
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$38,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$33,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-19,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$10,556
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAULDIN & JENKINS, LLC
Accountancy firm EIN	2015-12-31	580692043
2014 : LEGACY 401(K) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$1,229,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,662
Total income from all sources (including contributions)	2014-12-31	$307,279
Total of all expenses incurred	2014-12-31	$201,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$201,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$145,140
Value of total assets at end of year	2014-12-31	$1,339,850
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$761
Total interest from all sources	2014-12-31	$161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,115
Participant contributions at end of year	2014-12-31	$2,205
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$4,662
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$105,289
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,335,188
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,303,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$33,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$161,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$143,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$201,229
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FRAZIER & DEETER
Accountancy firm EIN	2014-12-31	581433845

Form 5500 Responses for LEGACY 401(K) RETIREMENT PLAN

2022: LEGACY 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEGACY 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEGACY 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEGACY 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEGACY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEGACY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEGACY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811029

Policy instance

Insurance contract or identification number	811029
Number of Individuals Covered	172
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,551
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $4,476
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISORS NETWORK, LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811029

Policy instance

Insurance contract or identification number	811029
Number of Individuals Covered	97
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,484
Total amount of fees paid to insurance company	USD $2,188
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,484
Insurance broker organization code?	3
Amount paid for insurance broker fees	2188
Insurance broker name	RETIREMENT PLAN ADMINISTRATORS, LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811029

Policy instance

Insurance contract or identification number	811029
Number of Individuals Covered	85
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $13,737
Total amount of fees paid to insurance company	USD $3,165
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,737
Insurance broker organization code?	3
Amount paid for insurance broker fees	3165
Additional information about fees paid to insurance broker	TPA FORUM
Insurance broker name	RETIREMENT PLAN ADMINISTRATORS, LLC

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Company Name:	LEGACY PROPERTY GROUP, LLC.
Employer identification number (EIN):	582486526
NAIC Classification:	531310