401k Plan data: LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST plan

LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

LEGACY FINANCIAL PLANNING LLC has sponsored the creation of one or more 401k plans.

Company Name: LEGACY FINANCIAL PLANNING LLC

Employer identification number (EIN): 460782035

NAIC Classification: 523900

Additional information about LEGACY FINANCIAL PLANNING LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2012-08-10

Company Identification Number: 4282124

Legal Registered Office Address: 1485 MONROE AVE
Monroe
ROCHESTER
United States of America (USA)
14618

More information about LEGACY FINANCIAL PLANNING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 T MOGILSKI 2020-09-10
001 2018-01-01 MOGILSKI 2019-07-24
001 2017-01-01 TAMMY MOGILSKI 2018-10-02
001 2016-01-01 TAMAR MOGILSKI 2017-07-27
001 2015-01-01 TAMAR MOGILSKI 2016-07-14
001 2014-01-01 TAMAR MOGILSKI 2015-07-28
001 2013-01-01 TAMAR.MOGILSKI 2014-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	T MOGILSKI	2020-09-10
001	2018-01-01	MOGILSKI	2019-07-24
001	2017-01-01	TAMMY MOGILSKI	2018-10-02
001	2016-01-01	TAMAR MOGILSKI	2017-07-27
001	2015-01-01	TAMAR MOGILSKI	2016-07-14
001	2014-01-01	TAMAR MOGILSKI	2015-07-28
001	2013-01-01	TAMAR.MOGILSKI	2014-08-01

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Company Name:	LEGACY FINANCIAL PLANNING LLC
Employer identification number (EIN):	460782035
NAIC Classification:	523900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2012-08-10
Company Identification Number:	4282124
Legal Registered Office Address:	1485 MONROE AVE Monroe ROCHESTER United States of America (USA) 14618