2023 Form 5500 filing — Longwood Management Corporation 401(K) 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 20241015164709NAL0016908579001) for Longwood Management Corporation 401(K) Savings Plan, reported by Longwood Management Corporation under EIN 95-3016679 and plan number 001. It reports 6,203 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)$87.6MReported net assets$87,559,632
Participants6.2K6,203
Provider compensation$247.9K2 Schedule C row(s)$247,875
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015164709NAL0016908579001
- Plan sponsor
- Longwood Management Corporation
- EIN
- 95-3016679
- Plan number
- 001
- Location
- Los Angeles, CA
- 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)$87.8M total assets
Net assets$87.6MLiabilities$250.2K
Full reported line items
- Total assets (EOY)
- $87,809,836
- Total liabilities (EOY)
- $250,204
- Net assets (EOY)
- $87,559,632
- Employer contributions
- $1,461,049
- Participant contributions
- $8,409,918
- Total income / additions
- $21,723,663
- Benefits paid
- $8,669,504
- Administrative expenses
- $247,876
- Total expenses
- $9,035,248
- Net increase / (decrease)
- $12,688,415
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $182,875 | $0 |
| Fiduciary Experts LLC | ADVISOR | $65,000 | not reported in the loaded dataset |