Lightwave Dental Retirement Plan — Form 5500 plan (Light Wave Dental Management, 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, Lightwave Dental Retirement Plan is a benefit plan reported by Light Wave Dental Management, LLC under EIN 81-4033101 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,994 participants and $41,329,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Light Wave Dental Management, LLC
EIN
81-4033101
Plan number
001
Plan type
2
Location
Woodbridge, VA
Latest filing year
2023
Participants
1,994
End-of-year plan assets
$41,329,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,994H, C20241015093949NAL0016073427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,329,115
Total liabilities (EOY)
$0
Net assets (EOY)
$41,329,115
Net assets (BOY)
$28,914,067

Income & contributions

Employer contributions
$2,690,325
Participant contributions
$5,788,261
Total contributions
$10,927,411
Total income / additions
$17,057,678

Expenses & distributions

Benefits paid
$4,473,145
Administrative expenses
$113,465
Total expenses
$4,642,630
Net increase / (decrease)
$12,415,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$60,820not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$52,645$02023

Related Form 5500 pages