Brightpet 401k Plan — Form 5500 plan (Brightpet Opf Buyer, 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, Brightpet 401k Plan is a benefit plan reported by Brightpet Opf Buyer, Inc. under EIN 81-2328025 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $6,563,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brightpet Opf Buyer, Inc.
- EIN
- 81-2328025
- Plan number
- 001
- Plan type
- 2
- Location
- Lisbon, OH
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $6,563,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20241009171649NAL0010872835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,563,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,563,233
- Net assets (BOY)
- $5,576,308
Income & contributions
- Employer contributions
- $348,280
- Participant contributions
- $691,427
- Total contributions
- $1,048,520
- Total income / additions
- $1,911,684
Expenses & distributions
- Benefits paid
- $907,334
- Administrative expenses
- $37,267
- Total expenses
- $924,759
- Net increase / (decrease)
- $986,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $22,904 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | TPA | $4,450 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,450 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $423 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brightpet Opf Buyer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lisbon, OH
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation