Linwood Center, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Linwood Center, Inc)
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, Linwood Center, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Linwood Center, Inc under EIN 52-0659515 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $3,386,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Linwood Center, Inc
- EIN
- 52-0659515
- Plan number
- 001
- Plan type
- 2
- Location
- Ellicott City, MD
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $3,386,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20250402074405NAL0016891682001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,386,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,386,634
- Net assets (BOY)
- $3,259,071
Income & contributions
- Employer contributions
- $249,313
- Participant contributions
- $448,951
- Total contributions
- $777,953
- Total income / additions
- $996,104
Expenses & distributions
- Benefits paid
- $828,146
- Administrative expenses
- $40,395
- Total expenses
- $868,541
- Net increase / (decrease)
- $127,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMIN. | $20,063 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADV-PLAN | $8,350 | not reported in the loaded dataset | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $8,336 | $0 | 2023 |
| Transamerica Financial Life Ins | RECORD KEEPER | $3,650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Linwood Center, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Ellicott City, MD
- Principal Life Insurance Co — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Financial Life Ins — Schedule C compensation