How big is Legacy State Bank's plan?

Legacy State Bank's plan reported $1.2M in assets and 20 participants for 2024.

Original filing (PDF)20250916135302NAL0005192626001

Legacy State Bank

Name: Legacy State Bank — Legacy State Bank Section 401(k), Form 5500 (2024)
Creator: Legacy State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy State Bank Section 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy State Bank's Legacy State Bank Section 401(k) Profit Sharing Plan held $1.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Bryan Hendrix signed Legacy State Bank's 2024 Form 5500 as plan administrator.

Bryan Hendrix — 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

Legacy State Bank's EIN is 20-1835799.

EIN 20-1835799

Plan number 001

Plan year 2024

ACK ID 20250916135302NAL0005192626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy State Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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