LEGACY CABINETS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEGACY CABINETS, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : LEGACY CABINETS, INC. 401K PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,446,870 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $968,858 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $918,730 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,512 |
| Value of total corrective distributions | 2023-12-31 | $281 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,365,143 |
| Value of total assets at end of year | 2023-12-31 | $7,100,548 |
| Value of total assets at beginning of year | 2023-12-31 | $5,622,536 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $47,335 |
| Total interest from all sources | 2023-12-31 | $23,217 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $847,332 |
| Participant contributions at end of year | 2023-12-31 | $327,266 |
| Participant contributions at beginning of year | 2023-12-31 | $234,008 |
| Participant contributions at end of year | 2023-12-31 | $6,875 |
| Participant contributions at beginning of year | 2023-12-31 | $40,205 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $111,376 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $34,948 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,478,012 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,100,548 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,622,536 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $1,226 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $6,316,059 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,877,694 |
| Interest on participant loans | 2023-12-31 | $23,114 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $435,888 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $381,145 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $381,145 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $103 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $10,554 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $9,072 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,058,510 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $406,435 |
| Employer contributions (assets) at end of year | 2023-12-31 | $3,906 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $45,464 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $918,730 |
| Contract administrator fees | 2023-12-31 | $100 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2023-12-31 | 381357951 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,446,870 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $968,858 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $918,730 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $2,512 |
| Value of total corrective distributions | 2023-01-01 | $281 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,365,143 |
| Value of total assets at end of year | 2023-01-01 | $7,100,548 |
| Value of total assets at beginning of year | 2023-01-01 | $5,622,536 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $47,335 |
| Total interest from all sources | 2023-01-01 | $23,217 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $847,332 |
| Participant contributions at end of year | 2023-01-01 | $327,266 |
| Participant contributions at beginning of year | 2023-01-01 | $234,008 |
| Participant contributions at end of year | 2023-01-01 | $6,875 |
| Participant contributions at beginning of year | 2023-01-01 | $40,205 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $111,376 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $34,948 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,478,012 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $7,100,548 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,622,536 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $1,226 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $6,316,059 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $4,877,694 |
| Interest on participant loans | 2023-01-01 | $23,114 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $435,888 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $103 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $10,554 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $9,072 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,058,510 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $406,435 |
| Employer contributions (assets) at end of year | 2023-01-01 | $3,906 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $45,464 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $918,730 |
| Contract administrator fees | 2023-01-01 | $100 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2023-01-01 | 381357951 |
| 2022 : LEGACY CABINETS, INC. 401K 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 | $139,653 |
| Total income from all sources (including contributions) | 2022-12-31 | $366,394 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $933,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $892,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,551,686 |
| Value of total assets at end of year | 2022-12-31 | $5,622,536 |
| Value of total assets at beginning of year | 2022-12-31 | $6,329,526 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41,259 |
| Total interest from all sources | 2022-12-31 | $11,484 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| 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 | $964,349 |
| Participant contributions at end of year | 2022-12-31 | $234,008 |
| Participant contributions at beginning of year | 2022-12-31 | $143,419 |
| Participant contributions at end of year | 2022-12-31 | $40,205 |
| Participant contributions at beginning of year | 2022-12-31 | $14,786 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $180,963 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $139,653 |
| Administrative expenses (other) incurred | 2022-12-31 | $235 |
| Total non interest bearing cash at end of year | 2022-12-31 | $34,948 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $26,657 |
| 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 | $-567,337 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,622,536 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,189,873 |
| 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 | $1,075 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,877,694 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,966,300 |
| Interest on participant loans | 2022-12-31 | $11,413 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $381,145 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $144,762 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $144,762 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $71 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $9,072 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $7,406 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,196,776 |
| 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 | $406,374 |
| Employer contributions (assets) at end of year | 2022-12-31 | $45,464 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $26,196 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $892,472 |
| Contract administrator fees | 2022-12-31 | $39,949 |
| 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 | Unqualified |
| Accountancy firm name | 2022-12-31 | BMSS, LLC |
| Accountancy firm EIN | 2022-12-31 | 461498870 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $139,653 |
| Total income from all sources (including contributions) | 2022-01-01 | $366,394 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $933,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $892,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,551,686 |
| Value of total assets at end of year | 2022-01-01 | $5,622,536 |
| Value of total assets at beginning of year | 2022-01-01 | $6,329,526 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $41,259 |
| Total interest from all sources | 2022-01-01 | $11,484 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $964,349 |
| Participant contributions at end of year | 2022-01-01 | $234,008 |
| Participant contributions at beginning of year | 2022-01-01 | $143,419 |
| Participant contributions at end of year | 2022-01-01 | $40,205 |
| Participant contributions at beginning of year | 2022-01-01 | $14,786 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $180,963 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $139,653 |
| Administrative expenses (other) incurred | 2022-01-01 | $235 |
| Total non interest bearing cash at end of year | 2022-01-01 | $34,948 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $26,657 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-567,337 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,622,536 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,189,873 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $1,075 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,877,694 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $5,966,300 |
| Interest on participant loans | 2022-01-01 | $11,413 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $381,145 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $71 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $9,072 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $7,406 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,196,776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $406,374 |
| Employer contributions (assets) at end of year | 2022-01-01 | $45,464 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $26,196 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $892,472 |
| Contract administrator fees | 2022-01-01 | $39,949 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BMSS, LLC |
| Accountancy firm EIN | 2022-01-01 | 461498870 |
