How big is Legacy Financial Organization, Inc.'s plan?

Legacy Financial Organization, Inc.'s plan reported $5.0M in assets and 3 participants for 2024.

Original filing (PDF)20251007133131NAL0007996496001

Legacy Financial Organization, Inc.

Name: Legacy Financial Organization, Inc. — Legacy Financi, Form 5500 (2024)
Creator: Legacy Financial Organization, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Financial Organization Defined Benefit Plan

Defined-benefit pension plan · Legacy Financial Organization, Inc.'s Legacy Financial Organization Defined Benefit Plan held $5.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Legacy Financial Organization, Inc.'s EIN is 22-3179922.

EIN 22-3179922

Plan number 001

Plan year 2024

ACK ID 20251007133131NAL0007996496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Financial Organization, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Financial Organization, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score