Original filing (PDF)20230502134753NAL0018085713001

Long Grove Financial Services, Ltd.

Name: Long Grove Financial Services, Ltd. — Long Grove, Form 5500 (2022)
Creator: Long Grove Financial Services, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Long Grove Financial Services Ltd. 401(k) P/S Plan

401(k) retirement plan · Long Grove Financial Services, Ltd.'s Long Grove Financial Services Ltd. 401(k) P/S Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kelly Friend signed Long Grove Financial Services, Ltd.'s 2022 Form 5500 as plan administrator.

Kelly Friend — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Long Grove Financial Services, Ltd.'s EIN is 36-4397338.

EIN 36-4397338

Plan number 001

Plan year 2022

ACK ID 20230502134753NAL0018085713001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Long Grove Financial Services, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Long Grove Financial Services, Ltd.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score