2023 Form 5500 filing — Legere/Ricketson 401(K) Retirement Plan For Union Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007093719NAL0015886081001) for Legere/Ricketson 401(K) Retirement Plan For Union Employees, reported by Legere Group, Union under EIN 06-0924697 and plan number 002. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007093719NAL0015886081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legere Group, Union
- EIN
- 06-0924697
- Plan number
- 002
- Location
- Avon, CT
- Participants
- 71
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,664,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,664,973
- Employer contributions
- $0
- Participant contributions
- $93,357
- Total income / additions
- $304,283
- Benefits paid
- $55,464
- Administrative expenses
- $50
- Total expenses
- $55,514
- Net increase / (decrease)
- $248,769
- Schedule source
- Schedule I