2023 Form 5500 filing — Longwood At Oakmont Retirement Savings 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 20241009144051NAL0010729539001) for Longwood At Oakmont Retirement Savings Plan, reported by Longwood At Oakmont, Inc. under EIN 23-2605414 and plan number 001. It reports 293 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)$3.3MReported net assets$3,306,425
Participants293
Provider compensation$19.1K2 Schedule C row(s)$19,068
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009144051NAL0010729539001
- Plan sponsor
- Longwood At Oakmont, Inc.
- EIN
- 23-2605414
- Plan number
- 001
- Location
- Verona, PA
- Received date
- not reported in the loaded dataset
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)$3.3M total assets
Net assets$3.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,306,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,306,425
- Employer contributions
- $67,548
- Participant contributions
- $215,693
- Total income / additions
- $942,919
- Benefits paid
- $946,137
- Administrative expenses
- $19,392
- Total expenses
- $968,129
- Net increase / (decrease)
- -$25,210
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $14,016 | $0 |
| Corporate Benefits Consultants Inc | NONE | $5,052 | not reported in the loaded dataset |