Legacy Partners, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Legacy Partners, INC. (EIN 752605182)
  • Plan Type: 401(k)
  • Total Participants: 342
  • Total Assets: $26.6M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023342$26.6M$271,942$1.6M
2022328$23.7M$250,108$1.5M

Service Providers

  • LINDQUIST, VON HUSEN & JOYCE LLP — Accountant / Independent Qualified Public Accountant ($15,875)

Similar Plans