Brivo Systems LLC 401(K) Plan — Form 5500 plan (Brivo, 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, Brivo Systems LLC 401(K) Plan is a benefit plan reported by Brivo, Inc. under EIN 47-3648763 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $14,395,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brivo, Inc.
- EIN
- 47-3648763
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $14,395,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20240930124601NAL0009404240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,395,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,395,169
- Net assets (BOY)
- $9,668,490
Income & contributions
- Employer contributions
- $834,807
- Participant contributions
- $2,336,492
- Total contributions
- $3,360,144
- Total income / additions
- $5,425,036
Expenses & distributions
- Benefits paid
- $675,983
- Administrative expenses
- $19,606
- Total expenses
- $698,357
- Net increase / (decrease)
- $4,726,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uniglobal Pension Planning, Inc. | OTHER SERVICES | $0 | $5,468 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $5,146 | $0 | 2023 |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY | $2,863 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $1,938 | 2023 |
| Voya Retirement Insurance Co. | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brivo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Uniglobal Pension Planning, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance Co. — Schedule C compensation