401k Plan data: THE LEGACY AGENCY, INC 401(K) PROFIT SHARING PLAN AND TRUST plan

THE LEGACY AGENCY, INC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THE LEGACY AGENCY, INC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

THE LEGACY AGENCY, INC 401(K) PROFIT SHARING PLAN AND TRUST 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.
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

THE LEGACY AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name: THE LEGACY AGENCY, INC

Employer identification number (EIN): 331222040

NAIC Classification: 711410
NAIC Description: Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures

Additional information about THE LEGACY AGENCY, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5019869

More information about THE LEGACY AGENCY, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LEGACY AGENCY, INC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 VIVIAN SONG 2019-07-11 VIVIAN SONG 2019-07-11
001 2017-01-01 VIVIAN SONG 2018-06-07
001 2016-01-01 MARISA LIDECIS 2017-08-03
001 2015-01-01 MARISA LIDECIS 2016-09-26 MARISA LIDECIS 2016-09-26
001 2013-01-01 MARISA HILLINGER 2014-09-09
001 2012-04-01 MARISA HILLINGER 2013-06-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	VIVIAN SONG	2019-07-11	VIVIAN SONG	2019-07-11
001	2017-01-01	VIVIAN SONG	2018-06-07
001	2016-01-01	MARISA LIDECIS	2017-08-03
001	2015-01-01	MARISA LIDECIS	2016-09-26	MARISA LIDECIS	2016-09-26
001	2013-01-01	MARISA HILLINGER	2014-09-09
001	2012-04-01	MARISA HILLINGER	2013-06-04

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Company Name:	THE LEGACY AGENCY, INC
Employer identification number (EIN):	331222040
NAIC Classification:	711410
NAIC Description:	Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5019869