2023 Form 5500 filing — Lightforce Orthodontics Inc. 401(K) Profit Sharing Plan And Trust
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 20241015111806NAL0014468547001) for Lightforce Orthodontics Inc. 401(K) Profit Sharing Plan And Trust, reported by Lightforce Orthodontics Inc under EIN 47-5394197 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111806NAL0014468547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lightforce Orthodontics Inc
- EIN
- 47-5394197
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,185,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,185,244
- Participant contributions
- $1,402,921
- Total income / additions
- $1,922,868
- Benefits paid
- $112,508
- Administrative expenses
- $23,685
- Total expenses
- $137,296
- Net increase / (decrease)
- $1,785,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc. Tpa Divisio | RECORDKEEPER | $6,323 | $55 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $3,052 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PL | $1,659 | not reported in the loaded dataset |