401k Plan data: LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN plan

LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 401k Plan overview

Plan Name	LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN
Plan identification number	001

LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEGACY WEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEGACY WEALTH MANAGEMENT, INC.

Employer identification number (EIN): 650732128

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about LEGACY WEALTH MANAGEMENT, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1997-04-01

Company Identification Number: P97000029124

Legal Registered Office Address: 1250 S. PINE ISLAND RD., STE 350

PLANTATION

33324

More information about LEGACY WEALTH MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 TONY DUBOSE 2015-10-05
001 2013-01-01 TONY DUBOSE 2014-10-01
001 2012-01-01 TONY DUBOSE 2013-07-22
001 2011-01-01 TONY DUBOSE 2012-07-09
001 2010-01-01 TONY DUBOSE 2011-09-14

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Company Name:	LEGACY WEALTH MANAGEMENT, INC.
Employer identification number (EIN):	650732128
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-04-01
Company Identification Number:	P97000029124
Legal Registered Office Address:	1250 S. PINE ISLAND RD., STE 350 PLANTATION 33324

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	TONY DUBOSE	2015-10-05
001	2013-01-01	TONY DUBOSE	2014-10-01
001	2012-01-01	TONY DUBOSE	2013-07-22
001	2011-01-01	TONY DUBOSE	2012-07-09
001	2010-01-01	TONY DUBOSE	2011-09-14