Beacon Oral Specialists 401(K) Plan — Form 5500 plan (Beacon Oral Specialists Management LLC)
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, Beacon Oral Specialists 401(K) Plan is a benefit plan reported by Beacon Oral Specialists Management LLC under EIN 85-1997699 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,027 participants and $41,748,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beacon Oral Specialists Management LLC
- EIN
- 85-1997699
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,027
- End-of-year plan assets
- $41,748,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,027 | H, C | 20250205155704NAL0010584145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,748,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,748,497
- Net assets (BOY)
- $32,677,371
Income & contributions
- Employer contributions
- $1,645,784
- Participant contributions
- $3,466,340
- Total contributions
- $5,978,386
- Total income / additions
- $12,105,097
Expenses & distributions
- Benefits paid
- $2,661,941
- Administrative expenses
- $372,030
- Total expenses
- $3,033,971
- Net increase / (decrease)
- $9,071,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | BROKER | $235,864 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $77,461 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $9,750 | not reported in the loaded dataset | 2023 |
| Retirement Plan Administrators, LLC | THIRD PARTY ADMINISTRATO | $2,330 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,780 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beacon Oral Specialists Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Commonwealth Financial Network — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Retirement Plan Administrators, LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation