Bright Innovation Labs 401(K) Plan — Form 5500 plan (Shadow Holdings, LLC Dba Bright Innovation Labs)
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, Bright Innovation Labs 401(K) Plan is a benefit plan reported by Shadow Holdings, LLC Dba Bright Innovation Labs under EIN 26-1455829 and plan number 001. The latest loaded filing year is 2023. The filing reports 578 participants and $5,825,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shadow Holdings, LLC Dba Bright Innovation Labs
- EIN
- 26-1455829
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clarita, CA
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $5,825,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20240819062507NAL0002248032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,825,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,825,288
- Net assets (BOY)
- $4,663,617
Income & contributions
- Employer contributions
- $111,121
- Participant contributions
- $1,088,482
- Total contributions
- $1,204,171
- Total income / additions
- $1,963,042
Expenses & distributions
- Benefits paid
- $744,511
- Administrative expenses
- $51,130
- Total expenses
- $801,371
- Net increase / (decrease)
- $1,161,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC Rpcp | RIA | $12,575 | not reported in the loaded dataset | 2023 |
| Trombino Pension Administrators Inc | THIRD PARTY ADMINISTRATO | $7,815 | $0 | 2023 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $6,401 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shadow Holdings, LLC Dba Bright Innovation Labs
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clarita, CA
- Lpl Financial LLC Rpcp — Schedule C compensation
- Trombino Pension Administrators Inc — Schedule C compensation
- John Hancock Life Insurance Co Usa — Schedule C compensation