Civic Intelligence

Long Financial Group Inc.

Plan context: LONG FINANCIAL GROUP, INC. CASH BALANCE PLAN

EIN 26-0073196 • Blue Bell, PA • 24 filings • 4 plans

660 Sentry Parkway, Suite 200Blue Bell, PA 19422-2360
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$648,817

2025 Contributions

$200,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,843,951$1,421,976$0200420152025YearValue
$648,817Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950200420142025YearValue
3Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$648,817$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
LONG FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$648,817$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
202427$2,843,951$349,553$49,936iApproximate average salary by contribution assumption: employee only about $1,248,404 at 4% or $832,269 at 6%; with 50% employer match about $832,269 at 4% or $554,846 at 6%; with 100% employer match about $624,202 at 4% or $416,135 at 6%.
Long Financial Group Inc. 401K Plan-7$2,518,794$229,553$32,793iApproximate average salary by contribution assumption: employee only about $819,832 at 4% or $546,555 at 6%; with 50% employer match about $546,555 at 4% or $364,370 at 6%; with 100% employer match about $409,916 at 4% or $273,277 at 6%.
LONG FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$325,157$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202327$2,053,988$269,117$38,445iApproximate average salary by contribution assumption: employee only about $961,132 at 4% or $640,755 at 6%; with 50% employer match about $640,755 at 4% or $427,170 at 6%; with 100% employer match about $480,566 at 4% or $320,377 at 6%.
Long Financial Group Inc. 401K Plan-7$1,859,264$169,117$24,160iApproximate average salary by contribution assumption: employee only about $603,989 at 4% or $402,660 at 6%; with 50% employer match about $402,660 at 4% or $268,440 at 6%; with 100% employer match about $301,995 at 4% or $201,330 at 6%.
LONG FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$194,724$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
202226$1,375,618$194,359$32,393iApproximate average salary by contribution assumption: employee only about $809,829 at 4% or $539,886 at 6%; with 50% employer match about $539,886 at 4% or $359,924 at 6%; with 100% employer match about $404,915 at 4% or $269,943 at 6%.
Long Financial Group Inc. 401K Plan-6$1,310,618$129,359$21,560iApproximate average salary by contribution assumption: employee only about $538,996 at 4% or $359,331 at 6%; with 50% employer match about $359,331 at 4% or $239,554 at 6%; with 100% employer match about $269,498 at 4% or $179,665 at 6%.
LONG FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$65,000$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
202117$1,653,997$134,127$19,161iApproximate average salary by contribution assumption: employee only about $479,025 at 4% or $319,350 at 6%; with 50% employer match about $319,350 at 4% or $212,900 at 6%; with 100% employer match about $239,513 at 4% or $159,675 at 6%.
Long Financial Group Inc. 401K Plan-7$1,653,997$134,127$19,161iApproximate average salary by contribution assumption: employee only about $479,025 at 4% or $319,350 at 6%; with 50% employer match about $319,350 at 4% or $212,900 at 6%; with 100% employer match about $239,513 at 4% or $159,675 at 6%.
202017$2,117,129$130,107$18,587iApproximate average salary by contribution assumption: employee only about $464,668 at 4% or $309,779 at 6%; with 50% employer match about $309,779 at 4% or $206,519 at 6%; with 100% employer match about $232,334 at 4% or $154,889 at 6%.
Long Financial Group Inc. 401K Plan-7$2,117,129$130,107$18,587iApproximate average salary by contribution assumption: employee only about $464,668 at 4% or $309,779 at 6%; with 50% employer match about $309,779 at 4% or $206,519 at 6%; with 100% employer match about $232,334 at 4% or $154,889 at 6%.
201919$1,749,019$138,024$15,336iApproximate average salary by contribution assumption: employee only about $383,400 at 4% or $255,600 at 6%; with 50% employer match about $255,600 at 4% or $170,400 at 6%; with 100% employer match about $191,700 at 4% or $127,800 at 6%.
Long Financial Group Inc. 401K Plan-9$1,749,019$138,024$15,336iApproximate average salary by contribution assumption: employee only about $383,400 at 4% or $255,600 at 6%; with 50% employer match about $255,600 at 4% or $170,400 at 6%; with 100% employer match about $191,700 at 4% or $127,800 at 6%.
201819$1,569,875$208,541$23,171iApproximate average salary by contribution assumption: employee only about $579,281 at 4% or $386,187 at 6%; with 50% employer match about $386,187 at 4% or $257,458 at 6%; with 100% employer match about $289,640 at 4% or $193,094 at 6%.
Long Financial Group Inc. 401K Plan-9$1,569,875$208,541$23,171iApproximate average salary by contribution assumption: employee only about $579,281 at 4% or $386,187 at 6%; with 50% employer match about $386,187 at 4% or $257,458 at 6%; with 100% employer match about $289,640 at 4% or $193,094 at 6%.
201618$1,220,775$113,751$14,219iApproximate average salary by contribution assumption: employee only about $355,472 at 4% or $236,981 at 6%; with 50% employer match about $236,981 at 4% or $157,988 at 6%; with 100% employer match about $177,736 at 4% or $118,491 at 6%.
Long Financial Group Inc. 401K Plan-8$1,220,775$113,751$14,219iApproximate average salary by contribution assumption: employee only about $355,472 at 4% or $236,981 at 6%; with 50% employer match about $236,981 at 4% or $157,988 at 6%; with 100% employer match about $177,736 at 4% or $118,491 at 6%.
201516$941,299$145,910$24,318iApproximate average salary by contribution assumption: employee only about $607,958 at 4% or $405,306 at 6%; with 50% employer match about $405,306 at 4% or $270,204 at 6%; with 100% employer match about $303,979 at 4% or $202,653 at 6%.
Long Financial Group Inc. 401K Plan-6$941,299$145,910$24,318iApproximate average salary by contribution assumption: employee only about $607,958 at 4% or $405,306 at 6%; with 50% employer match about $405,306 at 4% or $270,204 at 6%; with 100% employer match about $303,979 at 4% or $202,653 at 6%.
201416$952,588$203,964$33,994iApproximate average salary by contribution assumption: employee only about $849,850 at 4% or $566,567 at 6%; with 50% employer match about $566,567 at 4% or $377,711 at 6%; with 100% employer match about $424,925 at 4% or $283,283 at 6%.
Long Financial Group Inc. 401K Plan-6$952,588$203,964$33,994iApproximate average salary by contribution assumption: employee only about $849,850 at 4% or $566,567 at 6%; with 50% employer match about $566,567 at 4% or $377,711 at 6%; with 100% employer match about $424,925 at 4% or $283,283 at 6%.
201316$692,097$120,849$20,142iApproximate average salary by contribution assumption: employee only about $503,538 at 4% or $335,692 at 6%; with 50% employer match about $335,692 at 4% or $223,794 at 6%; with 100% employer match about $251,769 at 4% or $167,846 at 6%.
Long Financial Group Inc. 401K Plan-6$692,097$120,849$20,142iApproximate average salary by contribution assumption: employee only about $503,538 at 4% or $335,692 at 6%; with 50% employer match about $335,692 at 4% or $223,794 at 6%; with 100% employer match about $251,769 at 4% or $167,846 at 6%.
201217$489,208$304,814$43,545iApproximate average salary by contribution assumption: employee only about $1,088,621 at 4% or $725,748 at 6%; with 50% employer match about $725,748 at 4% or $483,832 at 6%; with 100% employer match about $544,311 at 4% or $362,874 at 6%.
Long Financial Group Inc. 401K Plan-7$489,208$304,814$43,545iApproximate average salary by contribution assumption: employee only about $1,088,621 at 4% or $725,748 at 6%; with 50% employer match about $725,748 at 4% or $483,832 at 6%; with 100% employer match about $544,311 at 4% or $362,874 at 6%.
201113$212,376$72,472$24,157iApproximate average salary by contribution assumption: employee only about $603,933 at 4% or $402,622 at 6%; with 50% employer match about $402,622 at 4% or $268,415 at 6%; with 100% employer match about $301,967 at 4% or $201,311 at 6%.
Long Financial Group Inc. 401K Plan-3$212,376$72,472$24,157iApproximate average salary by contribution assumption: employee only about $603,933 at 4% or $402,622 at 6%; with 50% employer match about $402,622 at 4% or $268,415 at 6%; with 100% employer match about $301,967 at 4% or $201,311 at 6%.
201014$186,196$41,312$10,328iApproximate average salary by contribution assumption: employee only about $258,200 at 4% or $172,133 at 6%; with 50% employer match about $172,133 at 4% or $114,756 at 6%; with 100% employer match about $129,100 at 4% or $86,067 at 6%.
Long Financial Group Inc. 401K Plan-4$186,196$41,312$10,328iApproximate average salary by contribution assumption: employee only about $258,200 at 4% or $172,133 at 6%; with 50% employer match about $172,133 at 4% or $114,756 at 6%; with 100% employer match about $129,100 at 4% or $86,067 at 6%.
200914$98,090$29,241$7,310iApproximate average salary by contribution assumption: employee only about $182,756 at 4% or $121,838 at 6%; with 50% employer match about $121,838 at 4% or $81,225 at 6%; with 100% employer match about $91,378 at 4% or $60,919 at 6%.
Long Financial Group Inc. 401K Plan-4$98,090$29,241$7,310iApproximate average salary by contribution assumption: employee only about $182,756 at 4% or $121,838 at 6%; with 50% employer match about $121,838 at 4% or $81,225 at 6%; with 100% employer match about $91,378 at 4% or $60,919 at 6%.
200814$65,123$28,136$7,034iApproximate average salary by contribution assumption: employee only about $175,850 at 4% or $117,233 at 6%; with 50% employer match about $117,233 at 4% or $78,156 at 6%; with 100% employer match about $87,925 at 4% or $58,617 at 6%.
Long Financial Group Inc. 401K Plan-4$65,123$28,136$7,034iApproximate average salary by contribution assumption: employee only about $175,850 at 4% or $117,233 at 6%; with 50% employer match about $117,233 at 4% or $78,156 at 6%; with 100% employer match about $87,925 at 4% or $58,617 at 6%.
200713$0$0-
Long Financial Group Inc. 401K Plan-3---
200613$147,726$19,238$6,413iApproximate average salary by contribution assumption: employee only about $160,317 at 4% or $106,878 at 6%; with 50% employer match about $106,878 at 4% or $71,252 at 6%; with 100% employer match about $80,158 at 4% or $53,439 at 6%.
Long Financial Group Inc. 401K Plan-3$147,726$19,238$6,413iApproximate average salary by contribution assumption: employee only about $160,317 at 4% or $106,878 at 6%; with 50% employer match about $106,878 at 4% or $71,252 at 6%; with 100% employer match about $80,158 at 4% or $53,439 at 6%.
200513$108,631$24,255$8,085iApproximate average salary by contribution assumption: employee only about $202,125 at 4% or $134,750 at 6%; with 50% employer match about $134,750 at 4% or $89,833 at 6%; with 100% employer match about $101,063 at 4% or $67,375 at 6%.
Long Financial Group Inc. 401K Plan-3$108,631$24,255$8,085iApproximate average salary by contribution assumption: employee only about $202,125 at 4% or $134,750 at 6%; with 50% employer match about $134,750 at 4% or $89,833 at 6%; with 100% employer match about $101,063 at 4% or $67,375 at 6%.
200413$83,172$94,522$31,507iApproximate average salary by contribution assumption: employee only about $787,683 at 4% or $525,122 at 6%; with 50% employer match about $525,122 at 4% or $350,081 at 6%; with 100% employer match about $393,842 at 4% or $262,561 at 6%.
Long Financial Group Inc. 401K Plan-3$83,172$94,522$31,507iApproximate average salary by contribution assumption: employee only about $787,683 at 4% or $525,122 at 6%; with 50% employer match about $525,122 at 4% or $350,081 at 6%; with 100% employer match about $393,842 at 4% or $262,561 at 6%.