2023 Form 5500 filing — Bright Innovation Labs 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 20240819062507NAL0002248032001) for Bright Innovation Labs 401(K) Plan, reported by Shadow Holdings, LLC Dba Bright Innovation Labs under EIN 26-1455829 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819062507NAL0002248032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shadow Holdings, LLC Dba Bright Innovation Labs
- EIN
- 26-1455829
- Plan number
- 001
- Location
- Santa Clarita, CA
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,825,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,825,288
- Employer contributions
- $111,121
- Participant contributions
- $1,088,482
- Total income / additions
- $1,963,042
- Benefits paid
- $744,511
- Administrative expenses
- $51,130
- Total expenses
- $801,371
- Net increase / (decrease)
- $1,161,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC Rpcp | RIA | $12,575 | not reported in the loaded dataset |
| Trombino Pension Administrators Inc | THIRD PARTY ADMINISTRATO | $7,815 | $0 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $6,401 | $0 |