Brookbeam Dental Holdings, LLC 401(K) Plan — Form 5500 plan (Brookbeam Dental Holdings, 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, Brookbeam Dental Holdings, LLC 401(K) Plan is a benefit plan reported by Brookbeam Dental Holdings, LLC under EIN 47-5109435 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $6,472,646 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brookbeam Dental Holdings, LLC
EIN
47-5109435
Plan number
001
Plan type
2
Location
Kingston, NY
Latest filing year
2023
Participants
189
End-of-year plan assets
$6,472,646

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241012191359NAL0023884017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,472,646
Total liabilities (EOY)
$0
Net assets (EOY)
$6,472,646
Net assets (BOY)
$4,885,758

Income & contributions

Employer contributions
$163,253
Participant contributions
$832,653
Total contributions
$1,035,995
Total income / additions
$2,004,034

Expenses & distributions

Benefits paid
$358,294
Administrative expenses
$58,269
Total expenses
$417,146
Net increase / (decrease)
$1,586,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$31,041$02023
Park Avenue Securities, LLCINVESTMENT/FINANCIAL ADVI$27,227not reported in the loaded dataset2023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages