2023 Form 5500 filing — Linwood Center, Inc. 401(K) 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 20250402074405NAL0016891682001) for Linwood Center, Inc. 401(K) Profit Sharing Plan, reported by Linwood Center, Inc under EIN 52-0659515 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402074405NAL0016891682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Linwood Center, Inc
- EIN
- 52-0659515
- Plan number
- 001
- Location
- Ellicott City, MD
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,386,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,386,634
- Employer contributions
- $249,313
- Participant contributions
- $448,951
- Total income / additions
- $996,104
- Benefits paid
- $828,146
- Administrative expenses
- $40,395
- Total expenses
- $868,541
- Net increase / (decrease)
- $127,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMIN. | $20,063 | $0 |
| Raymond James Financial Services | INVESTMENT ADV-PLAN | $8,350 | not reported in the loaded dataset |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $8,336 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $3,650 | $0 |