Beacon Capital Partners, LLC 401(K) Plan — Form 5500 plan (Beacon Capital Partners, LLC)

Plain-English plan 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, Beacon Capital Partners, LLC 401(K) Plan is a benefit plan reported by Beacon Capital Partners, LLC under EIN 04-3506116 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $66,801,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beacon Capital Partners, LLC
EIN
04-3506116
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
165
End-of-year plan assets
$66,801,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241008110930NAL0008287155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,801,290
Total liabilities (EOY)
$0
Net assets (EOY)
$66,801,290
Net assets (BOY)
$56,964,374

Income & contributions

Employer contributions
$1,598,756
Participant contributions
$2,302,316
Total contributions
$4,745,804
Total income / additions
$15,391,996

Expenses & distributions

Benefits paid
$5,567,791
Administrative expenses
-$12,711
Total expenses
$5,555,080
Net increase / (decrease)
$9,836,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
FiducientINVESTMENT ADVISOR$45,874not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$5,720not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$64,306$02023

Related Form 5500 pages