How big is Kathy Heshelow's plan?

Kathy Heshelow's plan reported $112K in assets and 2 participants for 2023.

Original filing (PDF)20240725135411NAL0014595537001

Kathy Heshelow

Name: Kathy Heshelow — Legacy Capital Investments LLC, Form 5500 (2023)
Creator: Kathy Heshelow
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Capital Investments LLC

401(k) retirement plan · Kathy Heshelow's Legacy Capital Investments LLC held $112K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

People on this filing

Kathy Heshelow signed Kathy Heshelow's 2023 Form 5500 as plan administrator.

Kathy Heshelow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kathy Heshelow's EIN is 03-0571210.

EIN 03-0571210

Plan number 001

Plan year 2023

ACK ID 20240725135411NAL0014595537001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kathy Heshelow from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kathy Heshelow's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHY HESHELOW.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score