2023 Form 5500 filing — Long Fence Company, Inc. 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 20241015135625NAL0048241840001) for Long Fence Company, Inc. Profit Sharing Plan, reported by Long Fence Company, Inc. under EIN 53-0257174 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135625NAL0048241840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Long Fence Company, Inc.
- EIN
- 53-0257174
- Plan number
- 001
- Location
- Capitol Heights, MD
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,873,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,873,570
- Employer contributions
- $122,208
- Participant contributions
- $1,346,677
- Total income / additions
- $4,574,934
- Benefits paid
- $1,933,413
- Administrative expenses
- $125,715
- Total expenses
- $2,059,128
- Net increase / (decrease)
- $2,515,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $117,181 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $25,708 |
| Adeptus Partners LLC | AUDITOR | $8,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $534 | not reported in the loaded dataset |