Lightforce Orthodontics Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Lightforce Orthodontics Inc)
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, Lightforce Orthodontics Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lightforce Orthodontics Inc under EIN 47-5394197 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $3,185,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lightforce Orthodontics Inc
- EIN
- 47-5394197
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $3,185,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241015111806NAL0014468547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,185,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,185,244
- Net assets (BOY)
- $1,399,672
Income & contributions
- Participant contributions
- $1,402,921
- Total contributions
- $1,421,945
- Total income / additions
- $1,922,868
Expenses & distributions
- Benefits paid
- $112,508
- Administrative expenses
- $23,685
- Total expenses
- $137,296
- Net increase / (decrease)
- $1,785,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. Tpa Divisio | RECORDKEEPER | $6,323 | $55 | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $3,052 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PL | $1,659 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lightforce Orthodontics Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Pentegra Services, Inc. Tpa Divisio — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation