2023 Form 5500 filing — Beacon Oral Specialists 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 20250205155704NAL0010584145001) for Beacon Oral Specialists 401(K) Plan, reported by Beacon Oral Specialists Management LLC under EIN 85-1997699 and plan number 001. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205155704NAL0010584145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beacon Oral Specialists Management LLC
- EIN
- 85-1997699
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 1,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,748,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,748,497
- Employer contributions
- $1,645,784
- Participant contributions
- $3,466,340
- Total income / additions
- $12,105,097
- Benefits paid
- $2,661,941
- Administrative expenses
- $372,030
- Total expenses
- $3,033,971
- Net increase / (decrease)
- $9,071,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | BROKER | $235,864 | not reported in the loaded dataset |
| Lincoln National Corporation | RECORDKEEPER | $77,461 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $9,750 | not reported in the loaded dataset |
| Retirement Plan Administrators, LLC | THIRD PARTY ADMINISTRATO | $2,330 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,780 | $0 |