2023 Form 5500 filing — Long Lake, Ltd. 401(K) Retirement 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 20240926152802NAL0001556448001) for Long Lake, Ltd. 401(K) Retirement Plan, reported by Long Lake, Ltd. under EIN 76-0539621 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926152802NAL0001556448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Long Lake, Ltd.
- EIN
- 76-0539621
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,013,834
- Net assets (EOY)
- $17,013,834
- Employer contributions
- $33,271
- Participant contributions
- $1,017,444
- Total income / additions
- $3,152,124
- Benefits paid
- $1,205,312
- Administrative expenses
- $52,348
- Total expenses
- $1,257,660
- Net increase / (decrease)
- $1,894,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,361 | $0 |
| Next Financial Group Inc | OTHER SERVICES | $0 | $33,336 |
| Nova 401k Associates | CONTRACT ADMINISTRATOR | $750 | $6,669 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |