How big is Legacy Financial Planning's plan?

Legacy Financial Planning's plan reported $445K in assets and 4 participants for 2024.

Original filing (PDF)20250707175811NAL0006175088001

Legacy Financial Planning

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

Form 5500-SF

FILING_RECEIVED

Legacy Financial Planning 401(k) Plan

401(k) retirement plan · Legacy Financial Planning's Legacy Financial Planning 401(k) Plan held $445K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

Plan identifiers

Legacy Financial Planning's EIN is 92-0415879.

EIN 92-0415879

Plan number 001

Plan year 2024

ACK ID 20250707175811NAL0006175088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Financial Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score