· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LONG & ASSOCIATES P.C. — LONG & ASSOCIATES, P.C 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250902143508NAL0008819843001
LONG & ASSOCIATES P.C.
Form 5500-SF
FILING_RECEIVED
LONG & ASSOCIATES, P.C 401K PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
23
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LONG & ASSOCIATES P.C.
.
Find decision makers
Plan sponsor
Name
LONG & ASSOCIATES P.C.
EIN
35-2009629
Address
8388 E. 116TH ST. · STE. A · FISHERS, IN · 46038
Phone
(317) 577-5975
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
HALL, KISTLER & COMPANY LLP
HALL, KISTLER & COMPANY 401K PROFIT SHARING PLAN
$4.4M · 19 participants
SWAIN & KENNERSON AN ACCOUNTANCY CORPORATION
SWAIN & KENNERSON AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN
$4.4M · 4 participants
ISLER GROUP, L.L.C.
ISLER GROUP, L.L.C. 401(K) PLAN
$4.4M · 37 participants
SPOHN ASSOCIATES, INC.
SPOHN ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN
$4.4M · 27 participants
LAKOFF & COMPANY, P.C.
LAKOFF & COMPANY, P.C. 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.4M · 6 participants
SILICON VALLEY ACCOUNTANCY CORPORATION
SVAC 401(K) PLAN
$4.4M · 10 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
