The Longstreet Clinic, P. C. 401(K) Plan And Trust — Form 5500 plan (The Longstreet Clinic, P.C.)
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, The Longstreet Clinic, P. C. 401(K) Plan And Trust is a benefit plan reported by The Longstreet Clinic, P.C. under EIN 58-2117020 and plan number 001. The latest loaded filing year is 2023. The filing reports 811 participants and $132,052,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Longstreet Clinic, P.C.
- EIN
- 58-2117020
- Plan number
- 001
- Plan type
- 2
- Location
- Gainesville, GA
- Latest filing year
- 2023
- Participants
- 811
- End-of-year plan assets
- $132,052,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 811 | H, C | 20250429083628NAL0000292641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,052,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,052,222
- Net assets (BOY)
- $119,012,721
Income & contributions
- Employer contributions
- $4,742,317
- Participant contributions
- $3,017,200
- Total contributions
- $7,798,024
- Total income / additions
- $29,847,177
Expenses & distributions
- Benefits paid
- $16,594,001
- Administrative expenses
- $204,492
- Total expenses
- $16,807,676
- Net increase / (decrease)
- $13,039,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $199,492 | $0 | 2023 |
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $87,764 | 2023 |
| The Angell Pension Group, Inc. | SERVICE PROVIDER | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Longstreet Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Gainesville, GA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Raymond James Financial Services Ad — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation