How big is Creating a Legacy, Inc.'s plan?

Creating a Legacy, Inc.'s plan reported $43K in assets and 73 participants for 2023.

Original filing (PDF)20241120130232NAL0005756752001

Creating a Legacy, Inc.

Name: Creating a Legacy, Inc. — Creating a Legacy, Inc., Form 5500 (2023)
Creator: Creating a Legacy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creating a Legacy, Inc. 401(k) Plan

401(k) retirement plan · Creating a Legacy, Inc.'s Creating a Legacy, Inc. 401(k) Plan held $43K in plan assets for 73 participants in 2023.

Signals · 1

Late filing · 0.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan identifiers

Creating a Legacy, Inc.'s EIN is 20-5554716.

EIN 20-5554716

Plan number 001

Plan year 2023

ACK ID 20241120130232NAL0005756752001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Creating a Legacy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Creating a Legacy, Inc.'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 CREATING A LEGACY, INC..

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Plan health score

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

100

Knocking points off

Filed 0.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score