Longwood Management Corporation 401(K) Savings Plan — Form 5500 plan (Longwood Management Corporation)

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 Management Corporation 401(K) Savings Plan is a benefit plan reported by Longwood Management Corporation under EIN 95-3016679 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,203 participants and $87,809,836 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Longwood Management Corporation
EIN
95-3016679
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
6,203
End-of-year plan assets
$87,809,836

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,203H, C20241015164709NAL0016908579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,809,836
Total liabilities (EOY)
$250,204
Net assets (EOY)
$87,559,632
Net assets (BOY)
$74,871,217

Income & contributions

Employer contributions
$1,461,049
Participant contributions
$8,409,918
Total contributions
$10,267,131
Total income / additions
$21,723,663

Expenses & distributions

Benefits paid
$8,669,504
Administrative expenses
$247,876
Total expenses
$9,035,248
Net increase / (decrease)
$12,688,415

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$182,875$02023
Fiduciary Experts LLCADVISOR$65,000not reported in the loaded dataset2023

Related Form 5500 pages