Long'S Jewelers, Ltd 401(K) Profit Sharing Plan — Form 5500 plan (Longs Jewelers, Ltd)

Plain-English plan 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, Long'S Jewelers, Ltd 401(K) Profit Sharing Plan is a benefit plan reported by Longs Jewelers, Ltd under EIN 04-2778559 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $13,328,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Longs Jewelers, Ltd
EIN
04-2778559
Plan number
001
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
153
End-of-year plan assets
$13,328,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240920150543NAL0013409472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,328,864
Total liabilities (EOY)
$0
Net assets (EOY)
$13,328,864
Net assets (BOY)
$10,942,754

Income & contributions

Employer contributions
$203,804
Participant contributions
$605,231
Total contributions
$809,035
Total income / additions
$3,023,041

Expenses & distributions

Benefits paid
$564,465
Administrative expenses
$72,466
Total expenses
$636,931
Net increase / (decrease)
$2,386,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaN/A$66,924$02023
Sentinel Benefits Group, Inc.N/A$830not reported in the loaded dataset2023

Related Form 5500 pages