S & B Legacy INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: S & B Legacy INC
  • Sponsor EIN: 922521885
  • Sponsor Address: 100 LARKHAVEN PLACE, APEX, NC, 27539
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $404,837

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$404,837$0$0
20232$130,992$0$0

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