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Original filing (PDF)20240412140056NAL0001393491001
LEGACY MINISTRIES INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
LEGACY MINISTRIES INTERNATIONAL, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
99
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY MINISTRIES INTERNATIONAL, INC..
Plan sponsor
Name
LEGACY MINISTRIES INTERNATIONAL, INC.
EIN
31-1656729
Address
9391 WASHINGTON CHURCH ROAD · MIAMISBURG, OH · 453424429
Phone
(937) 291-7217
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GOLDSHOT, LAMB & HOBBS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC PENSION SERVICES | 31-1585572 | — | SERVICE PROVIDER | $9K | — |
| AMRICAN UNITED IFE INSURANCE COMP | 35-0145825 | — | CONTACT ADMINISTRATOR | $0 | — |
Investments
1 pooled fund· $1.4M(75% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | $1.4M | 75.2% |