401k Plan data: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN plan

LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN
Plan identification number	002

LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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 ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: LEGACY FINANCIAL ADVISORS, LLC

Employer identification number (EIN): 271629064

NAIC Classification: 523900

Additional information about LEGACY FINANCIAL ADVISORS, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2004-01-06

Company Identification Number: 1431164

Legal Registered Office Address: 25 FOX GLEN RD.
-
MORELAND HILLS
United States of America (USA)
44022

More information about LEGACY FINANCIAL ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01

Plan Statistics for LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN

Measure Date Value
2020: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,768,643
Acturial value of plan assets 2020-12-31 1,768,643
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,514,626
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,514,626
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,514,626
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 583,257
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 74,274
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 508,983
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 529,699
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 1
Net shortfall amortization installment of oustanding balance 2020-12-31 275,687
Waiver amortization installment 2020-12-31 0
Waived amount of outstanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 48,521
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 48,521
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,513,615
Acturial value of plan assets 2019-12-31 1,513,615
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,109,521
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,109,521
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,109,521
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 382,823
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 382,823
Present value of excess contributions 2019-12-31 193,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 204,186
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 204,186
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 583,257
Total employer contributions 2019-12-31 195,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 177,949
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 221,903
Net shortfall amortization installment of oustanding balance 2019-12-31 179,157
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 252,223
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 74,274
Additional cash requirement 2019-12-31 177,949
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 177,949
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,098,464
Acturial value of plan assets 2018-12-31 1,098,464
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 777,975
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 777,975
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 777,975
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 138,018
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 138,018
Present value of excess contributions 2018-12-31 231,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 244,764
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 244,764
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 382,823
Total employer contributions 2018-12-31 422,837
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 398,101
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 194,494
Net shortfall amortization installment of oustanding balance 2018-12-31 62,335
Waiver amortization installment 2018-12-31 0
Waived amount of outstanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 204,670
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 204,670
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 398,101
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 677,039
Acturial value of plan assets 2017-12-31 677,039
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 524,900
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 525,383
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 525,383
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 138,018
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 138,018
Present value of excess contributions 2017-12-31 60,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 64,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 138,018
Total employer contributions 2017-12-31 423,474
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 392,645
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 174,806
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Waived amount of outstanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 161,168
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 161,168
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 392,645
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 439,855
Acturial value of plan assets 2016-12-31 439,855
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 254,587
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 318,662
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 318,662
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 130,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 138,018
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 138,018
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 138,018
Total employer contributions 2016-12-31 238,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 222,254
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 158,902
Net shortfall amortization installment of oustanding balance 2016-12-31 16,825
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 161,682
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 161,682
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 222,254
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2020: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,768,643
Acturial value of plan assets	2020-12-31	1,768,643
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,514,626
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,514,626
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,514,626
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	583,257
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	74,274
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	508,983
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	529,699
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	1
Net shortfall amortization installment of oustanding balance	2020-12-31	275,687
Waiver amortization installment	2020-12-31	0
Waived amount of outstanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	48,521
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	48,521
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,513,615
Acturial value of plan assets	2019-12-31	1,513,615
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,109,521
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,109,521
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,109,521
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	382,823
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	382,823
Present value of excess contributions	2019-12-31	193,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	204,186
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	204,186
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	583,257
Total employer contributions	2019-12-31	195,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	177,949
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	221,903
Net shortfall amortization installment of oustanding balance	2019-12-31	179,157
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	252,223
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	74,274
Additional cash requirement	2019-12-31	177,949
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	177,949
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,098,464
Acturial value of plan assets	2018-12-31	1,098,464
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	777,975
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	777,975
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	777,975
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	138,018
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	138,018
Present value of excess contributions	2018-12-31	231,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	244,764
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	244,764
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	382,823
Total employer contributions	2018-12-31	422,837
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	398,101
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	194,494
Net shortfall amortization installment of oustanding balance	2018-12-31	62,335
Waiver amortization installment	2018-12-31	0
Waived amount of outstanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	204,670
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	204,670
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	398,101
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	677,039
Acturial value of plan assets	2017-12-31	677,039
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	524,900
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	525,383
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	525,383
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	138,018
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	138,018
Present value of excess contributions	2017-12-31	60,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	64,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	138,018
Total employer contributions	2017-12-31	423,474
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	392,645
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	174,806
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Waived amount of outstanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	161,168
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	161,168
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	392,645
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	439,855
Acturial value of plan assets	2016-12-31	439,855
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	254,587
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	318,662
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	318,662
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	130,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	138,018
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	138,018
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	138,018
Total employer contributions	2016-12-31	238,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	222,254
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	158,902
Net shortfall amortization installment of oustanding balance	2016-12-31	16,825
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	161,682
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	161,682
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	222,254
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	LEGACY FINANCIAL ADVISORS, LLC
Employer identification number (EIN):	271629064
NAIC Classification:	523900

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2004-01-06
Company Identification Number:	1431164
Legal Registered Office Address:	25 FOX GLEN RD. - MORELAND HILLS United States of America (USA) 44022

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01