Longstreth Family LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Frances Longstreth Wallace 201)
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, Longstreth Family LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Frances Longstreth Wallace 201 under EIN 81-4502945 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $67,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frances Longstreth Wallace 201
- EIN
- 81-4502945
- Plan number
- 001
- Plan type
- 2
- Location
- Stone Harbor, NJ
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $67,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240520130847NAL0001301921001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $67,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,515
- Net assets (BOY)
- $45,243
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $28,847
- Total income / additions
- $22,275
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3
- Total expenses
- $3
- Net increase / (decrease)
- $22,272
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.