Long Lake, Ltd. 401(K) Retirement Plan — Form 5500 plan (Long Lake, Ltd.)
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, Long Lake, Ltd. 401(K) Retirement Plan is a benefit plan reported by Long Lake, Ltd. under EIN 76-0539621 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $17,013,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Long Lake, Ltd.
- EIN
- 76-0539621
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $17,013,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20240926152802NAL0001556448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,013,834
- Net assets (EOY)
- $17,013,834
- Net assets (BOY)
- $15,119,370
Income & contributions
- Employer contributions
- $33,271
- Participant contributions
- $1,017,444
- Total contributions
- $1,051,313
- Total income / additions
- $3,152,124
Expenses & distributions
- Benefits paid
- $1,205,312
- Administrative expenses
- $52,348
- Total expenses
- $1,257,660
- Net increase / (decrease)
- $1,894,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,361 | $0 | 2023 |
| Next Financial Group Inc | OTHER SERVICES | $0 | $33,336 | 2023 |
| Nova 401k Associates | CONTRACT ADMINISTRATOR | $750 | $6,669 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Long Lake, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- Next Financial Group Inc — Schedule C compensation
- Nova 401k Associates — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation