Original filing (PDF)20231227141612NAL0013141232001

Legacy Planning Inc.

Name: Legacy Planning Inc. — Legacy Planning Inc. CBS, Form 5500 (2022)
Creator: Legacy Planning Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Planning Inc. CBS Benefit Plan

Health & welfare plan · Legacy Planning Inc.'s Legacy Planning Inc. CBS Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shawna Burton signed Legacy Planning Inc.'s 2022 Form 5500 as plan administrator.

Shawna Burton — 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 Planning Inc.'s EIN is 45-5130314.

EIN 45-5130314

Plan number 501

Plan year 2022

ACK ID 20231227141612NAL0013141232001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Legacy Planning Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Legacy Planning Inc.'s plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score