2023 Form 5500 filing — Beacon Pointe 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 20241014132546NAL0013345907001) for Beacon Pointe 401(K) Plan, reported by Beacon Pointe Advisors, LLC under EIN 27-0636826 and plan number 001. It reports 444 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)$38.8MReported net assets$38,826,224

Participants444

Provider compensation$49.4K2 Schedule C row(s)$49,417

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014132546NAL0013345907001
Plan sponsor: Beacon Pointe Advisors, LLC
EIN: 27-0636826
Plan number: 001
Location: Newport Beach, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$38.8M total assets

Net assets$38.8MLiabilities$0

Money in vs. money out

Total income / additions$13.3M

Total expenses$2M

Benefits paid / distributions$1.9M

Contributions

Employer$1.3M

Participant$6M

Full reported line items

Total assets (EOY): $38,826,224
Total liabilities (EOY): $0
Net assets (EOY): $38,826,224
Employer contributions: $1,281,191
Participant contributions: $6,012,936
Total income / additions: $13,321,683
Benefits paid: $1,901,512
Administrative expenses: $41,895
Total expenses: $2,008,286
Net increase / (decrease): $11,313,397

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Stancorp Financial Group$41.8K
NONE · Direct $41.8K
2
Charles Schwab$7.6K
NONE · Direct $0 · Indirect $7.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014132546NAL0013345907001 cover?: It is the 2023 Form 5500 filing for Beacon Pointe 401(K) Plan, reported by Beacon Pointe Advisors, LLC (EIN 27-0636826).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).