2023 Form 5500 filing — The Longstreet Clinic, P. C. 401(K) Plan And Trust
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 20250429083628NAL0000292641001) for The Longstreet Clinic, P. C. 401(K) Plan And Trust, reported by The Longstreet Clinic, P.C. under EIN 58-2117020 and plan number 001. It reports 811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429083628NAL0000292641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Longstreet Clinic, P.C.
- EIN
- 58-2117020
- Plan number
- 001
- Location
- Gainesville, GA
- Participants
- 811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,052,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,052,222
- Employer contributions
- $4,742,317
- Participant contributions
- $3,017,200
- Total income / additions
- $29,847,177
- Benefits paid
- $16,594,001
- Administrative expenses
- $204,492
- Total expenses
- $16,807,676
- Net increase / (decrease)
- $13,039,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $199,492 | $0 |
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $87,764 |
| The Angell Pension Group, Inc. | SERVICE PROVIDER | $5,000 | not reported in the loaded dataset |