2023 Form 5500 filing — Beacon Capital Partners, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008110930NAL0008287155001) for Beacon Capital Partners, LLC 401(K) Plan, reported by Beacon Capital Partners, LLC under EIN 04-3506116 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$66.8MReported net assets$66,801,290
Participants165
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008110930NAL0008287155001
- Plan sponsor
- Beacon Capital Partners, LLC
- EIN
- 04-3506116
- Plan number
- 001
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$66.8M total assets
Net assets$66.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $66,801,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,801,290
- Employer contributions
- $1,598,756
- Participant contributions
- $2,302,316
- Total income / additions
- $15,391,996
- Benefits paid
- $5,567,791
- Administrative expenses
- -$12,711
- Total expenses
- $5,555,080
- Net increase / (decrease)
- $9,836,916
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient | INVESTMENT ADVISOR | $45,874 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,720 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$64,306 | $0 |