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Plan Name | LEGACY VACATION CLUB SERVICES, LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LEGACY VACATION CLUB SERVICES LLC DBA LEGACY VACATION RESORTS |
Employer identification number (EIN): | 270296930 |
NAIC Classification: | 721210 |
NAIC Description: | RV (Recreational Vehicle) Parks and Recreational Camps |
Additional information about LEGACY VACATION CLUB SERVICES LLC DBA LEGACY VACATION RESORTS
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2009-05-18 |
Company Identification Number: | L09000048622 |
Legal Registered Office Address: |
1201 Hays Street Tallahassee 32301 |
More information about LEGACY VACATION CLUB SERVICES LLC DBA LEGACY VACATION RESORTS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ALLISON BRECHER | 2023-10-16 | ||
001 | 2020-01-01 | BRIAN FENDLER | 2021-07-27 | ||
001 | 2019-01-01 | ARLENE ROGERS | 2020-07-16 | ||
001 | 2018-01-01 | ARLENE ROGERS | 2019-07-16 | ||
001 | 2017-01-01 | ANGIE MEZA | 2018-07-18 | ||
001 | 2016-01-01 | ANGIE MEZA | 2017-07-07 | ||
001 | 2013-01-01 | ANGIE MEZA | |||
001 | 2012-01-01 | ANGELINA MEZA | |||
001 | 2011-01-01 | ANGELINA MEZA |
Measure | Date | Value |
---|---|---|
2013: LEGACY VACATION CLUB SERVICES, LLC 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 298 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: LEGACY VACATION CLUB SERVICES, LLC 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 270 |
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 | 28 |
Total of all active and inactive participants | 2012-01-01 | 298 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 298 |
Number of participants with account balances | 2012-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LEGACY VACATION CLUB SERVICES, LLC 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 248 |
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 | 46 |
Total of all active and inactive participants | 2011-01-01 | 294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 294 |
Number of participants with account balances | 2011-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : LEGACY VACATION CLUB SERVICES, LLC 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-11-30 | $0 |
Total transfer of assets from this plan | 2013-11-30 | $141,107 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $0 |
Total income from all sources (including contributions) | 2013-11-30 | $53,821 |
Total loss/gain on sale of assets | 2013-11-30 | $0 |
Total of all expenses incurred | 2013-11-30 | $163,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-30 | $157,965 |
Expenses. Certain deemed distributions of participant loans | 2013-11-30 | $7 |
Value of total corrective distributions | 2013-11-30 | $3,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-30 | $24,387 |
Value of total assets at end of year | 2013-11-30 | $0 |
Value of total assets at beginning of year | 2013-11-30 | $250,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-30 | $1,325 |
Total interest from all sources | 2013-11-30 | $422 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-11-30 | $3,527 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-11-30 | $3,527 |
Was this plan covered by a fidelity bond | 2013-11-30 | Yes |
Value of fidelity bond cover | 2013-11-30 | $26,000 |
If this is an individual account plan, was there a blackout period | 2013-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-11-30 | No |
Contributions received from participants | 2013-11-30 | $23,617 |
Participant contributions at beginning of year | 2013-11-30 | $10,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-11-30 | $770 |
Other income not declared elsewhere | 2013-11-30 | $4 |
Administrative expenses (other) incurred | 2013-11-30 | $1,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
Value of net income/loss | 2013-11-30 | $-109,334 |
Value of net assets at end of year (total assets less liabilities) | 2013-11-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-11-30 | $250,441 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-11-30 | $240,242 |
Interest on participant loans | 2013-11-30 | $422 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-11-30 | $25,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-11-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-30 | $157,965 |
Did the plan have assets held for investment | 2013-11-30 | No |
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 | 2013-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-11-30 | Disclaimer |
Accountancy firm name | 2013-11-30 | BKHM. PA. |
Accountancy firm EIN | 2013-11-30 | 593023516 |
2012 : LEGACY VACATION CLUB SERVICES, LLC 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $52,514 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $76,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $69,767 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $148 |
Value of total corrective distributions | 2012-12-31 | $5,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $27,855 |
Value of total assets at end of year | 2012-12-31 | $250,441 |
Value of total assets at beginning of year | 2012-12-31 | $274,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,245 |
Total interest from all sources | 2012-12-31 | $502 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,591 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,591 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $28,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $27,855 |
Participant contributions at end of year | 2012-12-31 | $10,199 |
Participant contributions at beginning of year | 2012-12-31 | $4,348 |
Administrative expenses (other) incurred | 2012-12-31 | $1,245 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-24,174 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $250,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $274,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $240,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $270,267 |
Interest on participant loans | 2012-12-31 | $502 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $19,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $69,767 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKHM. PA. |
Accountancy firm EIN | 2012-12-31 | 593023516 |
2011 : LEGACY VACATION CLUB SERVICES, LLC 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $39,991 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $47,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $32,527 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $4,394 |
Value of total corrective distributions | 2011-12-31 | $9,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $41,520 |
Value of total assets at end of year | 2011-12-31 | $274,615 |
Value of total assets at beginning of year | 2011-12-31 | $282,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,125 |
Total interest from all sources | 2011-12-31 | $164 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,201 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $3,201 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $29,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $24,992 |
Participant contributions at end of year | 2011-12-31 | $4,348 |
Participant contributions at beginning of year | 2011-12-31 | $1,953 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $16,528 |
Administrative expenses (other) incurred | 2011-12-31 | $1,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-7,474 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $274,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $282,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $270,267 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $280,136 |
Interest on participant loans | 2011-12-31 | $164 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-4,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $32,527 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKHM. PA. |
Accountancy firm EIN | 2011-12-31 | 593023516 |
2013: LEGACY VACATION CLUB SERVICES, LLC 401(K) 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 | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LEGACY VACATION CLUB SERVICES, LLC 401(K) 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LEGACY VACATION CLUB SERVICES, LLC 401(K) 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |