Longwood Gardens 403(B) Employer Match Retirement Plan — Form 5500 plan (Longwood Gardens)
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, Longwood Gardens 403(B) Employer Match Retirement Plan is a benefit plan reported by Longwood Gardens under EIN 51-0110625 and plan number 002. The latest loaded filing year is 2023. The filing reports 783 participants and $59,986,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Longwood Gardens
- EIN
- 51-0110625
- Plan number
- 002
- Plan type
- 2
- Location
- Kennett Square, PA
- Latest filing year
- 2023
- Participants
- 783
- End-of-year plan assets
- $59,986,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 783 | H, C | 20241014092150NAL0051696530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,986,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,986,023
- Net assets (BOY)
- $52,224,378
Income & contributions
- Employer contributions
- $1,319,110
- Participant contributions
- $2,387,359
- Total contributions
- $3,952,547
- Total income / additions
- $11,855,449
Expenses & distributions
- Benefits paid
- $3,912,588
- Administrative expenses
- $157,312
- Total expenses
- $4,093,804
- Net increase / (decrease)
- $7,761,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $156,157 | $0 | 2023 |
| Securities America Inc | BROKER/ADVISER | $0 | $73,683 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,155 | not reported in the loaded dataset | 2023 |