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LEGACY FINANCIAL GROUP, LLC RETIREMENT TRUST 401k Plan overview

Plan NameLEGACY FINANCIAL GROUP, LLC RETIREMENT TRUST
Plan identification number 001

LEGACY FINANCIAL GROUP, LLC RETIREMENT TRUST Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:LEGACY FINANCIAL GROUP, LLC
Employer identification number (EIN):455412277
NAIC Classification:541600

Additional information about LEGACY FINANCIAL GROUP, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2009-04-15
Company Identification Number: S289525
Legal Registered Office Address: 411 SCOTLAND STREET

WILLIAMSBURG
United States of America (USA)
23185

More information about LEGACY FINANCIAL GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY FINANCIAL GROUP, LLC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01IRIS PORUSH2024-07-09
0012022-01-01IRIS C PORUSH2023-06-28
0012021-01-01IRIS C PORUSH2022-07-14
0012020-01-01IRIS PORUSH2021-07-26
0012019-01-01IRIS PORUSH2020-07-16
0012018-01-01IRIS PORUSH2019-06-27
0012017-01-01IRIS PORUSH2018-07-06
0012016-01-01PLAN SPONSOR2017-07-26
0012015-01-01PLAN SPONSOR2016-07-06

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