2023 Form 5500 filing — Longbridge Financial LLC 401(K) Profit Sharing 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 20240627121137NAL0006241107001) for Longbridge Financial LLC 401(K) Profit Sharing Plan, reported by Longbridge Financial LLC under EIN 46-0530020 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.1MReported net assets$16,145,267

Participants436

Provider compensation$86.4K2 Schedule C row(s)$86,402

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240627121137NAL0006241107001
Plan sponsor: Longbridge Financial LLC
EIN: 46-0530020
Plan number: 001
Location: Paramus, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.1M total assets

Net assets$16.1MLiabilities$0

Money in vs. money out

Total income / additions$8.9M

Total expenses$1.1M

Benefits paid / distributions$1M

Contributions

Employer$1.2M

Participant$2.3M

Full reported line items

Total assets (EOY): $16,145,267
Total liabilities (EOY): $0
Net assets (EOY): $16,145,267
Employer contributions: $1,189,637
Participant contributions: $2,259,621
Total income / additions: $8,945,333
Benefits paid: $1,026,293
Administrative expenses: $86,394
Total expenses: $1,126,854
Net increase / (decrease): $7,818,479

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$62.1K
CONTRACT ADMINISTRATOR · Direct $62.1K · Indirect $0
2
Private Advisor Group LLC$24.3K
INVESTMENT ADVISORY · Direct $24.3K · Indirect $8

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627121137NAL0006241107001 cover?: It is the 2023 Form 5500 filing for Longbridge Financial LLC 401(K) Profit Sharing Plan, reported by Longbridge Financial LLC (EIN 46-0530020).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).