401k Plan data: LEGACY FINANCIAL ADVISORS INC 401(K) PLAN plan

LEGACY FINANCIAL ADVISORS INC 401(K) PLAN 401k Plan overview

Plan Name	LEGACY FINANCIAL ADVISORS INC 401(K) PLAN
Plan identification number	001

LEGACY FINANCIAL ADVISORS INC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 ADVISORS INC has sponsored the creation of one or more 401k plans.

Company Name: LEGACY FINANCIAL ADVISORS INC

Employer identification number (EIN): 204972254

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY FINANCIAL ADVISORS INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LAURA BRANUM 2024-06-27
001 2022-01-01 LAURA BRANUM 2023-06-14
001 2021-01-01 LAURA BRANUM 2022-07-12
001 2020-01-01 LAURA BRANUM 2021-07-07
001 2019-01-01 LAURA BRANUM 2020-07-14
001 2018-01-01
001 2017-01-01
001 2016-01-01 LAURA BRANUM 2017-09-19 LAURA BRANUM 2017-09-19
001 2015-01-01 LAURA BRANUM 2016-09-27 LAURA BRANUM 2016-09-27
001 2014-01-01 LAURA BRANUM 2015-10-01 LAURA BRANUM 2015-10-01
001 2013-01-01 LAURA BRANUM 2014-09-30 LAURA BRANUM 2014-09-30
001 2012-01-01 LAURA BRANUM 2013-10-03 LAURA BRANUM 2013-10-03
001 2011-01-01 BRADLEY R ZAPP 2012-10-08
001 2010-01-01 BRADLEY R ZAPP 2011-09-26 LAURA L BRANUM 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LAURA BRANUM	2024-06-27
001	2022-01-01	LAURA BRANUM	2023-06-14
001	2021-01-01	LAURA BRANUM	2022-07-12
001	2020-01-01	LAURA BRANUM	2021-07-07
001	2019-01-01	LAURA BRANUM	2020-07-14
001	2018-01-01
001	2017-01-01
001	2016-01-01	LAURA BRANUM	2017-09-19	LAURA BRANUM	2017-09-19
001	2015-01-01	LAURA BRANUM	2016-09-27	LAURA BRANUM	2016-09-27
001	2014-01-01	LAURA BRANUM	2015-10-01	LAURA BRANUM	2015-10-01
001	2013-01-01	LAURA BRANUM	2014-09-30	LAURA BRANUM	2014-09-30
001	2012-01-01	LAURA BRANUM	2013-10-03	LAURA BRANUM	2013-10-03
001	2011-01-01	BRADLEY R ZAPP	2012-10-08
001	2010-01-01	BRADLEY R ZAPP	2011-09-26	LAURA L BRANUM	2011-09-26

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Company Name:	LEGACY FINANCIAL ADVISORS INC
Employer identification number (EIN):	204972254
NAIC Classification:	523900