Original filing (PDF)20231016104727NAL0075381826001

LEGACY EDUCATION ALLIANCE, INC.

Name: LEGACY EDUCATION ALLIANCE, INC. — LEGACY EDUCATION ALLIANCE, INC. 401K PLAN, Form 5500 (2022)
Creator: LEGACY EDUCATION ALLIANCE, INC.

Form 5500-SF

FILING_RECEIVED

LEGACY EDUCATION ALLIANCE, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY EDUCATION ALLIANCE, INC..

Plan sponsor

Name

LEGACY EDUCATION ALLIANCE, INC.

EIN

39-2079974

Address

1490 NE PINE ISLAND RD · BUILDING 5 UNIT D · CAPE CORAL, FL · 33909

Phone

(239) 542-0643

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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