LEGACY TRAVEL GROUP INC

703 DUDLEY ST
DECORAH, IA 52101

Talking Points

We were unable to find adequate data for this company.

Business Stats

Policy History

Term Carrier Premium LCM
2022

-
2021

2.260
2020

-
2019

-
2019
04-03-2018

-
2018

-
2017

-
2016

-
2015

-
2014

-

Contacts

Ykogd Hwtqpm
Owner
(671) 202-1414
jcnjl@lgrxbsvdjokyqibqh.aki

NRDTO CKAHJFD
Benefits Admin
(248) 949-0014
20

Industry Classification

Retirement Benefits

Financials

20202019201820172016201520142013201220112010
BOY Assets: $ 1,043,538 $ 753,969 $ 466,180 $ 753,332 $ 780,796 $ 188,586 $ 63,777 $ 390,587 $ 491,167 $ 945,866 $ 660,582
Liabilities: $ 0 $ 4 $ 4 $ 1 $ 9 $ 8 $ 247 $ 73 $ 1 $ 8
EE Contrib: $ 60,125 $ 2,863 $ 97,830 $ 13,342 $ 79,876 $ 9,656 $ 21,433 $ 29,499 $ 81,242 $ 45,030 $ 69,721
Emp Contrib: $ 13,005 $ 20,728 $ 41,418 $ 80,998 $ 137 $ 51,425 $ 14,244 $ 13,660 $ 8,338 $ 75,834 $ 76,986
Income/Loss: $ 166,354 $ 145,566($ 78,135) $ 205,892 $ 89,408($ 6,487) $ 68,571 $ 966,484 $ 85,332($ 595) $ 74,202
Total Income: $ 239,484 $ 517,774 $ 45,574 $ 259,151 $ 875,082 $ 12,371 $ 18,417 $ 666,511 $ 934,478 $ 71,183 $ 620,833
Paid Benefits: $ 88,829 $ 847,016 $ 267,707 $ 328,032 $ 782 $ 52,626 $ 113,087 $ 54 $ 3,863 $ 153
Expenses: $ 0 $ 479 $ 7 $ 7 $ 4 $ 2 $ 1 $ 79 $ 8
  Commission: $ 452 $ 782 $ 50 $ 99 $ 6 $ 6 $ 80 $ 981 $ 417
Net Income: $ 150,203 $ 421,944($ 4,817) $ 63,008 $ 27,003 $ 37,459 $ 71,022($ 67,115) $ 581,275 $ 97,334 $ 55,034
Net Assets: $ 1,193,741 $ 3,778,958 $ 17,120 $ 469,689 $ 482,956 $ 666,878 $ 597,305 $ 274,595 $ 807,835 $ 421,018 $ 98,450

Participants

20202019201820172016201520142013201220112010
Total Participants:5857037290822691272505
Active Part.:541055805153631bc5fc8c1a
Retired Part.:d1104e412422849124
Deceased Part.:23f0a28f8e037868 f07a339

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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