Brighton Retail, LLC. 401(K) Profit Sharing Plan — Form 5500 plan (Brighton Collectibles, LLC)
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, Brighton Retail, LLC. 401(K) Profit Sharing Plan is a benefit plan reported by Brighton Collectibles, LLC under EIN 86-1148772 and plan number 002. The latest loaded filing year is 2023. The filing reports 693 participants and $29,728,597 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.7MPlan net assets, end of year$29,662,817
Participants693Covered participants reported
Assets / participant$42.9KComputed: assets ÷ participants$42,898 (computed)
Provider compensation$11.5K2 Schedule C provider row(s)$11,531
- Plan sponsor
- Brighton Collectibles, LLC
- EIN
- 86-1148772
- Plan number
- 002
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 693 | H, C | 20240801121033NAL0038783184001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.7M total assets
Net assets$29.7MLiabilities$65.8K
Full reported line items
Net assets
- Total assets (EOY)
- $29,728,597
- Total liabilities (EOY)
- $65,780
- Net assets (EOY)
- $29,662,817
- Net assets (BOY)
- $25,435,038
Income & contributions
- Employer contributions
- $540,997
- Participant contributions
- $1,721,592
- Total contributions
- $2,262,589
- Total income / additions
- $6,895,389
Expenses & distributions
- Benefits paid
- $2,591,423
- Administrative expenses
- $11,531
- Total expenses
- $2,667,610
- Net increase / (decrease)
- $4,227,779
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $8,325 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,206 | $0 | 2023 |