2023 Form 5500 filing — Longwood Management Corporation 401(K) Savings Plan
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 20241015164709NAL0016908579001) for Longwood Management Corporation 401(K) Savings Plan, reported by Longwood Management Corporation under EIN 95-3016679 and plan number 001. It reports 6,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164709NAL0016908579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Longwood Management Corporation
- EIN
- 95-3016679
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 6,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,809,836
- Total liabilities (EOY)
- $250,204
- Net assets (EOY)
- $87,559,632
- Employer contributions
- $1,461,049
- Participant contributions
- $8,409,918
- Total income / additions
- $21,723,663
- Benefits paid
- $8,669,504
- Administrative expenses
- $247,876
- Total expenses
- $9,035,248
- Net increase / (decrease)
- $12,688,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $182,875 | $0 |
| Fiduciary Experts LLC | ADVISOR | $65,000 | not reported in the loaded dataset |