2023 Form 5500 filing — Brightly Software, Inc. 401(K) 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 20241014134302NAL0027439377001) for Brightly Software, Inc. 401(K) Plan, reported by Brightly Software, Inc under EIN 56-2174429 and plan number 001. It reports 785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134302NAL0027439377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brightly Software, Inc
- EIN
- 56-2174429
- Plan number
- 001
- Location
- Cary, NC
- Participants
- 785
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $25,577
- Benefits paid
- $1,185,660
- Administrative expenses
- $5,136
- Total expenses
- $1,190,796
- Net increase / (decrease)
- -$1,165,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $60,032 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $5,137 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |