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LEGACY CONSTRUCTION 401(K) PLAN 401k Plan overview

Plan NameLEGACY CONSTRUCTION 401(K) PLAN
Plan identification number 001

LEGACY CONSTRUCTION 401(K) PLAN Benefits

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

401k Sponsoring company profile

LEGACY CONSTRUCTION has sponsored the creation of one or more 401k plans.

Company Name:LEGACY CONSTRUCTION
Employer identification number (EIN):880364412
NAIC Classification:238900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT BULLOCH2024-10-15
0012022-01-01SCOTT BULLOCH2023-10-16
0012021-01-01SCOTT BULLOCH2022-10-10
0012020-01-01SCOTT BULLOCH2021-09-20
0012019-01-01SCOTT BULLOCH2020-08-26
0012018-01-01SCOTT BULLOCH2019-04-29
0012017-01-01SCOTT BULLOCH2018-05-23
0012016-01-01SCOTT BULLOCH2017-07-05
0012015-01-01SCOTT BULLOCH
0012014-01-01SCOTT BULLOCH
0012013-01-01SCOTT BULLOCH
0012012-01-01SCOTT BULLOCH
0012011-01-01SCOTT BULLOCH
0012009-01-01SCOTT BULLOCH

Financial Data on LEGACY CONSTRUCTION 401(K) PLAN

Measure Date Value
2025 : LEGACY CONSTRUCTION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-240
Net assets as of the end of the plan year2025-09-241992745
Total assets as of the beginning of the plan year2025-09-241657972
Value of plan covered by a fidelity bond2025-09-24300000
Participant contributions to plan in this plan year2025-09-2463763
Value of participant loans at end of plan year2025-09-245057
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-24175610
Plan net income in this plan year2025-09-24334773
Net assets as of the end of the plan year2025-09-241992745
Net assets as of the beginning of the plan year2025-09-241657972
Employer contributions to plan in this plan year2025-09-2495400
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-240
2024 : LEGACY CONSTRUCTION 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-151657972
Total assets as of the beginning of the plan year2024-10-151291157
Value of plan covered by a fidelity bond2024-10-15300000
Participant contributions to plan in this plan year2024-10-1559741
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15210870
Plan net income in this plan year2024-10-15366815
Net assets as of the end of the plan year2024-10-151657972
Net assets as of the beginning of the plan year2024-10-151291157
Employer contributions to plan in this plan year2024-10-1596204
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2015 : LEGACY CONSTRUCTION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$16,748
Expenses. Total of all expenses incurred2015-12-31$48,779
Benefits paid (including direct rollovers)2015-12-31$48,779
Total plan assets at end of year2015-12-31$510,279
Total plan assets at beginning of year2015-12-31$542,310
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$30,193
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-13,445
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-32,031
Net plan assets at end of year (total assets less liabilities)2015-12-31$510,279
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$542,310
Assets. Value of participant loans2015-12-31$7,213
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LEGACY CONSTRUCTION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$60,470
Expenses. Total of all expenses incurred2014-12-31$265,209
Benefits paid (including direct rollovers)2014-12-31$249,291
Total plan assets at end of year2014-12-31$542,310
Total plan assets at beginning of year2014-12-31$747,049
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$44,734
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$15,736
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-204,739
Net plan assets at end of year (total assets less liabilities)2014-12-31$542,310
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$747,049
Assets. Value of participant loans2014-12-31$11,581
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$15,918
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : LEGACY CONSTRUCTION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$162,122
Expenses. Total of all expenses incurred2013-12-31$92,166
Benefits paid (including direct rollovers)2013-12-31$92,166
Total plan assets at end of year2013-12-31$747,049
Total plan assets at beginning of year2013-12-31$677,093
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$43,085
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$138
Other income received2013-12-31$118,899
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$69,956
Net plan assets at end of year (total assets less liabilities)2013-12-31$747,049
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$677,093
Assets. Value of participant loans2013-12-31$5,634
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : LEGACY CONSTRUCTION 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$95,360
Expenses. Total of all expenses incurred2012-12-31$91,517
Benefits paid (including direct rollovers)2012-12-31$91,517
Total plan assets at end of year2012-12-31$677,093
Total plan assets at beginning of year2012-12-31$673,250
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$16,609
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$78,751
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$3,843
Net plan assets at end of year (total assets less liabilities)2012-12-31$677,093
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$673,250
Assets. Value of participant loans2012-12-31$8,461
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : LEGACY CONSTRUCTION 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$5,510
Expenses. Total of all expenses incurred2011-12-31$104,843
Benefits paid (including direct rollovers)2011-12-31$104,843
Total plan assets at end of year2011-12-31$673,250
Total plan assets at beginning of year2011-12-31$772,583
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$33,957
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$9,767
Other income received2011-12-31$-38,540
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-99,333
Net plan assets at end of year (total assets less liabilities)2011-12-31$673,250
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$772,583
Assets. Value of participant loans2011-12-31$12,604
Total contributions received or receivable from employer(s)2011-12-31$326
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : LEGACY CONSTRUCTION 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$159,012
Expenses. Total of all expenses incurred2010-12-31$18,550
Benefits paid (including direct rollovers)2010-12-31$18,550
Total plan assets at end of year2010-12-31$772,583
Total plan assets at beginning of year2010-12-31$632,121
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$75,194
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$83,219
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$140,462
Net plan assets at end of year (total assets less liabilities)2010-12-31$772,583
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$632,121
Total contributions received or receivable from employer(s)2010-12-31$599
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for LEGACY CONSTRUCTION 401(K) PLAN

2015: LEGACY CONSTRUCTION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEGACY CONSTRUCTION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEGACY CONSTRUCTION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEGACY CONSTRUCTION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEGACY CONSTRUCTION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEGACY CONSTRUCTION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77672
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77672
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77672
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77672
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77672
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77672
Policy instance 1

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