401k Plan data: LEGACY FINANCIAL 401K RETIREMENT PLAN plan

LEGACY FINANCIAL 401K RETIREMENT PLAN 401k Plan overview

Plan Name	LEGACY FINANCIAL 401K RETIREMENT PLAN
Plan identification number	001

LEGACY FINANCIAL 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
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 FINANCIAL CONSULTING SERVICE S has sponsored the creation of one or more 401k plans.

Company Name: LEGACY FINANCIAL CONSULTING SERVICE S

Employer identification number (EIN): 202130328

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY FINANCIAL 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 MARY FIORENZO 2012-11-19
001 2011-01-01 MARY FIORENZO 2012-10-12
001 2010-01-01 MARY FIORENZO 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2012-01-01	MARY FIORENZO	2012-11-19
001	2011-01-01	MARY FIORENZO	2012-10-12
001	2010-01-01	MARY FIORENZO	2011-10-13

Potentially related plans

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Company Name:	LEGACY FINANCIAL CONSULTING SERVICE S
Employer identification number (EIN):	202130328
NAIC Classification:	523120
NAIC Description:	Securities Brokerage