401(k)
2022 plan-year 401(k) DOL Form 5500

Legere Group, Ltd. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Legere Group, Safe Harbor · Connecticut · Manufacturing

What the 2023 filing shows

Legere Group, Ltd. 401(k) Profit Sharing Plan holds N/A for 55 participants.

N/A
total plan assets (2022 EOY)
55
covered participants
Total Assets (2023)
N/A
Participants
55
State
Industry
Manufacturing

What the Filing Says About Legere Group, Ltd. 401(k) Profit Sharing Plan

Legere Group, Ltd. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Legere Group, Safe Harbor, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 55 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 060924697, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN060924697
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legere Group, Safe Harbor)

Year Plans Participants Total Assets
2022 2 112 N/A
2023 2 122 N/A
2024 2 117 N/A

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Frequently Asked Questions

How much money is in the Legere Group, Ltd. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Legere Group, Ltd. 401(k) Profit Sharing Plan holds N/A in total assets with 55 participants. It is sponsored by Legere Group, Safe Harbor.
What type of plan is Legere Group, Ltd. 401(k) Profit Sharing Plan?
Legere Group, Ltd. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 060924697.
Who sponsors the Legere Group, Ltd. 401(k) Profit Sharing Plan?
Legere Group, Ltd. 401(k) Profit Sharing Plan is sponsored by Legere Group, Safe Harbor, located in Connecticut. The sponsor's EIN is 060924697 and the plan operates in the Manufacturing industry.
How did Legere Group, Ltd. 401(k) Profit Sharing Plan perform in 2022?
Legere Group, Ltd. 401(k) Profit Sharing Plan held N/A in total assets at the end of 2022.
Where can I find official filings for Legere Group, Ltd. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Legere Group, Ltd. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060924697 or plan name at efast.dol.gov.
How does Legere Group, Ltd. 401(k) Profit Sharing Plan compare to other plans?
You can compare Legere Group, Ltd. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 060924697.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.