2023 Form 5500 filing — Brightspeed 401(K) Savings 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 20241011130727NAL0010943683001) for Brightspeed 401(K) Savings Plan, reported by Connect Holding Ii, LLC under EIN 87-3811759 and plan number 001. It reports 3,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$292.4MReported net assets$292,442,467
Participants3.9K3,909
Provider compensation$402.9K2 Schedule C row(s)$402,891
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011130727NAL0010943683001
Plan sponsor
Connect Holding Ii, LLC
EIN
87-3811759
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$292.4M total assets
Net assets$292.4MLiabilities$0
Money in vs. money out
Total income / additions$102.7M
Total expenses$21.5M
Benefits paid / distributions$21M
Contributions
Employer$9.8M
Participant$25.9M
Full reported line items
Total assets (EOY)
$292,442,467
Total liabilities (EOY)
$0
Net assets (EOY)
$292,442,467
Employer contributions
$9,767,623
Participant contributions
$25,867,341
Total income / additions
$102,672,835
Benefits paid
$21,029,486
Administrative expenses
$417,615
Total expenses
$21,514,776
Net increase / (decrease)
$81,158,059

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$376,703$0
Prime Capital Investment AdvisINV ADV, PARTICIPANTS$26,188not reported in the loaded dataset

Related Form 5500 pages