2023 Form 5500 filing — Brightwheel 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 20240716220057NAL0007153634025) for Brightwheel 401(K) Plan, reported by Dssv, Inc. under EIN 47-1309765 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716220057NAL0007153634025
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dssv, Inc.
- EIN
- 47-1309765
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,197,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,197,005
- Employer contributions
- $0
- Participant contributions
- $2,970,904
- Total income / additions
- $5,330,659
- Benefits paid
- $1,008,623
- Administrative expenses
- $16,312
- Total expenses
- $1,024,935
- Net increase / (decrease)
- $4,305,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guideline, Inc. | RECORDKEEPER | $16,312 | not reported in the loaded dataset |
| Benefit Trust Company | CUSTODIAN | $0 | $6,539 |