How big is Long Financial Group, Inc.'s plan?

Long Financial Group, Inc.'s plan reported $2.5M in assets and 6 participants for 2024.

Original filing (PDF)20250730144516NAL0008467938001

Long Financial Group, Inc.

Name: Long Financial Group, Inc. — Long Financial Group, Form 5500 (2024)
Creator: Long Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Long Financial Group Inc. 401(k) Plan

401(k) retirement plan · Long Financial Group, Inc.'s Long Financial Group Inc. 401(k) Plan held $2.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Long Financial Group, Inc.'s EIN is 26-0073196.

EIN 26-0073196

Plan number 001

Plan year 2024

ACK ID 20250730144516NAL0008467938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Long Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Long Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONG FINANCIAL GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score