Original filing (PDF)20250723201119NAL0003908465001

LEGACY TAX GROUP A CPA CORPORATION

Name: LEGACY TAX GROUP A CPA CORPORATION — LEGACY TAX GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEGACY TAX GROUP A CPA CORPORATION

Form 5500-SF

FILING_RECEIVED

LEGACY TAX GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$397K

Net assets (EOY)

$397K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY TAX GROUP A CPA CORPORATION.

Plan sponsor

Name

LEGACY TAX GROUP A CPA CORPORATION

EIN

51-0512969all filings

Address

118 HOAHANA PLACE · HONOLULU, HI · 96825

Phone

(808) 533-2272

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator