Plan5500

Brightly Software, Inc. 401(K) Plan — Form 5500 plan (Brightly Software, 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, Brightly Software, Inc. 401(K) Plan is a benefit plan reported by Brightly Software, Inc under EIN 56-2174429 and plan number 001. The latest loaded filing year is 2023. The filing reports 785 participants and $43,106,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brightly Software, Inc
EIN
56-2174429
Plan number
001
Plan type
2
Location
Cary, NC
Latest filing year
2023
Participants
785
End-of-year plan assets
$43,106,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023785H, C20241014134302NAL0027439377001
2023810H, C20241031110305NAL0002614080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$43,106,889

Income & contributions

Total income / additions
$25,577

Expenses & distributions

Benefits paid
$1,185,660
Administrative expenses
$5,136
Total expenses
$1,190,796
Net increase / (decrease)
-$1,165,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$60,032not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$5,137not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages