2023 Form 5500 filing — Lightwave Dental Retirement 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 20241015093949NAL0016073427001) for Lightwave Dental Retirement Plan, reported by Light Wave Dental Management, LLC under EIN 81-4033101 and plan number 001. It reports 1,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093949NAL0016073427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Light Wave Dental Management, LLC
- EIN
- 81-4033101
- Plan number
- 001
- Location
- Woodbridge, VA
- Participants
- 1,994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,329,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,329,115
- Employer contributions
- $2,690,325
- Participant contributions
- $5,788,261
- Total income / additions
- $17,057,678
- Benefits paid
- $4,473,145
- Administrative expenses
- $113,465
- Total expenses
- $4,642,630
- Net increase / (decrease)
- $12,415,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $60,820 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,645 | $0 |