2023 Form 5500 filing — Brightpet 401k 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 20241009171649NAL0010872835001) for Brightpet 401k Plan, reported by Brightpet Opf Buyer, Inc. under EIN 81-2328025 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009171649NAL0010872835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brightpet Opf Buyer, Inc.
- EIN
- 81-2328025
- Plan number
- 001
- Location
- Lisbon, OH
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,563,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,563,233
- Employer contributions
- $348,280
- Participant contributions
- $691,427
- Total income / additions
- $1,911,684
- Benefits paid
- $907,334
- Administrative expenses
- $37,267
- Total expenses
- $924,759
- Net increase / (decrease)
- $986,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $22,904 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | TPA | $4,450 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,450 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $423 | not reported in the loaded dataset |