401k Plan data: LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN plan

LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN 401k Plan overview

Plan Name	LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN
Plan identification number	001

LEGACY WEALTH MANAGEMENT LLC 401(K) 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
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 WEALTH MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: LEGACY WEALTH MANAGEMENT LLC

Employer identification number (EIN): 831599375

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY WEALTH MANAGEMENT LLC 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 MARK LOPEZ 2024-03-05
001 2022-01-01 MARK LOPEZ 2023-08-08
001 2021-01-01 MARK LOPEZ 2022-07-19
001 2020-01-01 DALLAS LOPEZ 2021-04-21
001 2019-01-01 DALLAS LOPEZ 2020-04-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MARK LOPEZ	2024-03-05
001	2022-01-01	MARK LOPEZ	2023-08-08
001	2021-01-01	MARK LOPEZ	2022-07-19
001	2020-01-01	DALLAS LOPEZ	2021-04-21
001	2019-01-01	DALLAS LOPEZ	2020-04-08

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LEGACY WEALTH MANAGEMENT LLC
Employer identification number (EIN):	831599375
NAIC Classification:	523900