2023 Form 5500 filing — Longwood Gardens 403(B) Employer Match 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 20241014092150NAL0051696530001) for Longwood Gardens 403(B) Employer Match Retirement Plan, reported by Longwood Gardens under EIN 51-0110625 and plan number 002. It reports 783 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092150NAL0051696530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Longwood Gardens
- EIN
- 51-0110625
- Plan number
- 002
- Location
- Kennett Square, PA
- Participants
- 783
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,986,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,986,023
- Employer contributions
- $1,319,110
- Participant contributions
- $2,387,359
- Total income / additions
- $11,855,449
- Benefits paid
- $3,912,588
- Administrative expenses
- $157,312
- Total expenses
- $4,093,804
- Net increase / (decrease)
- $7,761,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $156,157 | $0 |
| Securities America Inc | BROKER/ADVISER | $0 | $73,683 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,155 | not reported in the loaded dataset |