Original filing (PDF)20250916135302NAL0005192626001

LEGACY STATE BANK

Name: LEGACY STATE BANK — LEGACY STATE BANK SECTION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEGACY STATE BANK

Form 5500-SF

FILING_RECEIVED

LEGACY STATE BANK SECTION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY STATE BANK.

Plan sponsor

Name

LEGACY STATE BANK

EIN

20-1835799

Address

3825 HARRISON ROAD · LOGANVILLE, GA · 30052

Phone

(770) 554-2265

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

THE BANK OF MILAN

THE BANK OF MILAN 401(K) RETIREMENT PLAN

$1.2M · 17 participants

CURRENCY BANK

CURRENCY BANK 401(K) PLAN

$1.2M · 31 participants

WHEELER COUNTY STATE BANK

WHEELER COUNTY STATE BANK 401(K) PLAN

$1.2M · 28 participants

FIRST BANK OF OHIO

FIRST BANK OF OHIO 401K PLAN

$1.2M · 43 participants

BANK OF ALMA

BANK OF ALMA INCENTIVE SAVINGS AND PROFIT SHARING PLAN

$1.2M · 21 participants