LEGACY ENDEAVORS INC. has sponsored the creation of one or more 401k plans.
Additional information about LEGACY ENDEAVORS INC.
| Measure | Date | Value |
|---|
| 2015: LEGACY RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 21 |
| Total of all active and inactive participants | 2015-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 21 |
| Number of participants with account balances | 2015-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LEGACY RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 121 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 106 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15 |
| Total of all active and inactive participants | 2014-01-01 | 121 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 121 |
| Number of participants with account balances | 2014-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2009: LEGACY RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
| Total of all active and inactive participants | 2009-01-01 | 104 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 104 |
| Number of participants with account balances | 2009-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2015 : LEGACY RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total transfer of assets from this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $15,092 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $95,992 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $94,747 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,045 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $17,391 |
| Value of total assets at end of year | 2015-12-31 | $215,041 |
| Value of total assets at beginning of year | 2015-12-31 | $295,941 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $200 |
| Total interest from all sources | 2015-12-31 | $362 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $18,431 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $18,431 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $5,378 |
| Participant contributions at beginning of year | 2015-12-31 | $1,819 |
| Administrative expenses (other) incurred | 2015-12-31 | $200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-80,900 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $215,041 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $295,941 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $215,041 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $294,122 |
| Interest on participant loans | 2015-12-31 | $362 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-21,092 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $12,013 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $94,747 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MADSEN O'MEARA AND COMPANY |
| Accountancy firm EIN | 2015-12-31 | 562377597 |
| 2014 : LEGACY RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $49,494 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $18,502 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $12,196 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $6,156 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $29,702 |
| Value of total assets at end of year | 2014-12-31 | $295,941 |
| Value of total assets at beginning of year | 2014-12-31 | $264,949 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $150 |
| Total interest from all sources | 2014-12-31 | $522 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $12,980 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $12,980 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $27,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $18,269 |
| Participant contributions at end of year | 2014-12-31 | $1,819 |
| Participant contributions at beginning of year | 2014-12-31 | $11,143 |
| Administrative expenses (other) incurred | 2014-12-31 | $150 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $30,992 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $295,941 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $264,949 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $294,122 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $253,806 |
| Interest on participant loans | 2014-12-31 | $522 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $6,290 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $11,433 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $12,196 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MADSEN O'MEARA AND COMPANY |
| Accountancy firm EIN | 2014-12-31 | 562377597 |
| 2009 : LEGACY RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
