Biolase, Inc. 401(K) Plan — Form 5500 plan (Biolase, Inc.)
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, Biolase, Inc. 401(K) Plan is a benefit plan reported by Biolase, Inc. under EIN 87-0442441 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $10,090,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Biolase, Inc.
- EIN
- 87-0442441
- Plan number
- 001
- Plan type
- 2
- Location
- Foothill Ranch, CA
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $10,090,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241011183336NAL0022525585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,090,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,090,961
- Net assets (BOY)
- $8,882,794
Income & contributions
- Employer contributions
- $93,858
- Participant contributions
- $1,146,670
- Total contributions
- $1,295,520
- Total income / additions
- $2,824,620
Expenses & distributions
- Benefits paid
- $1,536,602
- Administrative expenses
- $79,851
- Total expenses
- $1,616,453
- Net increase / (decrease)
- $1,208,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $27,901 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,402 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,646 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Biolase, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Foothill Ranch, CA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation