Legere Group, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Legere Group, Safe Harbor)
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 Group, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Legere Group, Safe Harbor under EIN 06-0924697 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $8,423,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legere Group, Safe Harbor
- EIN
- 06-0924697
- Plan number
- 001
- Plan type
- 2
- Location
- Avon, CT
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $8,423,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20241007092811NAL0027140096001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,423,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,423,146
- Net assets (BOY)
- $7,456,645
Income & contributions
- Employer contributions
- $153,353
- Participant contributions
- $371,143
- Total income / additions
- $1,870,555
Expenses & distributions
- Benefits paid
- $904,004
- Administrative expenses
- $50
- Total expenses
- $904,054
- Net increase / (decrease)
- $966,501
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.