2023 Form 5500 filing — Brookbeam Dental Holdings, 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 20241012191359NAL0023884017001) for Brookbeam Dental Holdings, LLC 401(K) Plan, reported by Brookbeam Dental Holdings, LLC under EIN 47-5109435 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012191359NAL0023884017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookbeam Dental Holdings, LLC
- EIN
- 47-5109435
- Plan number
- 001
- Location
- Kingston, NY
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,472,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,472,646
- Employer contributions
- $163,253
- Participant contributions
- $832,653
- Total income / additions
- $2,004,034
- Benefits paid
- $358,294
- Administrative expenses
- $58,269
- Total expenses
- $417,146
- Net increase / (decrease)
- $1,586,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $31,041 | $0 |
| Park Avenue Securities, LLC | INVESTMENT/FINANCIAL ADVI | $27,227 | not reported in the loaded dataset |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |