Villa Legacy, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Villa Legacy, INC.
  • Sponsor EIN: 473135157
  • Sponsor Address: 6511 W. LOOP 1604 N., SAN ANTONIO, TX, 78254
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $3,201

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$3,201$0$0
202320$60,658$0$0
20223$39,216$0$0

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