Legere/Ricketson 401(K) Retirement Plan For Union Employees — Form 5500 plan (Legere Group, Union)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Legere/Ricketson 401(K) Retirement Plan For Union Employees is a benefit plan reported by Legere Group, Union under EIN 06-0924697 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $1,664,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legere Group, Union
- EIN
- 06-0924697
- Plan number
- 002
- Plan type
- 2
- Location
- Avon, CT
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $1,664,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20241007093719NAL0015886081001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,664,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,664,973
- Net assets (BOY)
- $1,416,204
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $93,357
- Total income / additions
- $304,283
Expenses & distributions
- Benefits paid
- $55,464
- Administrative expenses
- $50
- Total expenses
- $55,514
- Net increase / (decrease)
- $248,769
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.