BRIGHTEDGE TECHNOLOGIES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN
Measure | Date | Value |
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2022 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $422,313 |
Total of all expenses incurred | 2022-12-31 | $1,757,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,671,484 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,625,071 |
Value of total assets at end of year | 2022-12-31 | $11,977,176 |
Value of total assets at beginning of year | 2022-12-31 | $13,311,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $80,765 |
Total interest from all sources | 2022-12-31 | $6,280 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $621,105 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $621,105 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,338,678 |
Participant contributions at end of year | 2022-12-31 | $75,536 |
Participant contributions at beginning of year | 2022-12-31 | $49,203 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $286,393 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,334,785 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,977,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,311,961 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,656,614 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,001,577 |
Interest on participant loans | 2022-12-31 | $3,939 |
Interest earned on other investments | 2022-12-31 | $2,341 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $245,026 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $261,181 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,830,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,671,484 |
Contract administrator fees | 2022-12-31 | $80,765 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JOHNANSON & YAU ACCOUNTANCY CORP |
Accountancy firm EIN | 2022-12-31 | 942702860 |
2021 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2021 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,544,892 |
Total of all expenses incurred | 2021-12-31 | $3,001,918 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,884,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,680,511 |
Value of total assets at end of year | 2021-12-31 | $13,311,961 |
Value of total assets at beginning of year | 2021-12-31 | $11,768,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $117,165 |
Total interest from all sources | 2021-12-31 | $5,657 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $805,726 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $805,726 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,143,657 |
Participant contributions at end of year | 2021-12-31 | $49,203 |
Participant contributions at beginning of year | 2021-12-31 | $80,300 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $536,854 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,542,974 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,311,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,768,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $46,194 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,001,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,451,972 |
Interest on participant loans | 2021-12-31 | $3,526 |
Interest earned on other investments | 2021-12-31 | $2,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $261,181 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $236,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,858,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,884,753 |
Contract administrator fees | 2021-12-31 | $70,971 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | JOHANSON & YAU ACCOUNTANCY CORP |
Accountancy firm EIN | 2021-12-31 | 942702860 |
2020 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $36 |
Total income from all sources (including contributions) | 2020-12-31 | $4,075,301 |
Total of all expenses incurred | 2020-12-31 | $2,277,603 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,211,221 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $34,159 |
Value of total corrective distributions | 2020-12-31 | $1,835 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,467,205 |
Value of total assets at end of year | 2020-12-31 | $11,768,987 |
Value of total assets at beginning of year | 2020-12-31 | $9,971,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $66,382 |
Total interest from all sources | 2020-12-31 | $7,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $527,994 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $527,994 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,049,179 |
Participant contributions at end of year | 2020-12-31 | $80,300 |
Participant contributions at beginning of year | 2020-12-31 | $103,741 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $418,026 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $36 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,797,698 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,768,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,971,289 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $48,804 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,451,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,691,174 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $7,145 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $236,715 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $176,410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,072,957 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,211,221 |
Contract administrator fees | 2020-12-31 | $17,578 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JOHANSON & YAU ACCOUNTANCY CORP |
Accountancy firm EIN | 2020-12-31 | 942702860 |
2019 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $36 |
Total income from all sources (including contributions) | 2019-12-31 | $4,591,751 |
Total income from all sources (including contributions) | 2019-12-31 | $4,591,751 |
Total of all expenses incurred | 2019-12-31 | $1,463,589 |
Total of all expenses incurred | 2019-12-31 | $1,463,589 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,405,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,405,491 |
Value of total corrective distributions | 2019-12-31 | $1,526 |
Value of total corrective distributions | 2019-12-31 | $1,526 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,885,315 |
Value of total assets at end of year | 2019-12-31 | $9,971,325 |
Value of total assets at beginning of year | 2019-12-31 | $6,843,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $56,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $56,572 |
Total interest from all sources | 2019-12-31 | $8,375 |
Total interest from all sources | 2019-12-31 | $8,375 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $26,470 |
Administrative expenses professional fees incurred | 2019-12-31 | $26,470 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,016,673 |
Participant contributions at end of year | 2019-12-31 | $103,741 |
Participant contributions at beginning of year | 2019-12-31 | $89,383 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $868,642 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $36 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,128,162 |
Value of net income/loss | 2019-12-31 | $3,128,162 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,971,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,843,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $30,102 |
Investment advisory and management fees | 2019-12-31 | $30,102 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,691,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,571,769 |
Interest on participant loans | 2019-12-31 | $5,922 |
Interest on participant loans | 2019-12-31 | $5,922 |
Interest earned on other investments | 2019-12-31 | $275 |
Interest earned on other investments | 2019-12-31 | $275 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,178 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $176,410 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $181,975 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,698,061 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,698,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,405,491 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,405,491 |
Contract administrator fees | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JOHANSON & YAU ACCOUNTANCY CORP. |
Accountancy firm name | 2019-12-31 | JOHANSON & YAU ACCOUNTANCY CORP. |
Accountancy firm EIN | 2019-12-31 | 942702860 |
Accountancy firm EIN | 2019-12-31 | 942702860 |
2018 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $1,706,452 |
Total of all expenses incurred | 2018-12-31 | $715,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $653,219 |
Value of total corrective distributions | 2018-12-31 | $1,210 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,194,624 |
Value of total assets at end of year | 2018-12-31 | $6,843,127 |
Value of total assets at beginning of year | 2018-12-31 | $5,852,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $61,283 |
Total interest from all sources | 2018-12-31 | $7,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $44,695 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,977,577 |
Participant contributions at end of year | 2018-12-31 | $89,383 |
Participant contributions at beginning of year | 2018-12-31 | $85,334 |
Participant contributions at beginning of year | 2018-12-31 | $24,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $217,047 |
Other income not declared elsewhere | 2018-12-31 | $16,588 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $990,740 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,843,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,852,387 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $16,588 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,571,769 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,696,461 |
Interest on participant loans | 2018-12-31 | $6,164 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,711 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $181,975 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $46,592 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-512,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $653,219 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | JOHANSON & YAU ACCOUNTANCY CORP. |
Accountancy firm EIN | 2018-12-31 | 942702860 |
2017 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2017 401k financial data |
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Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,919,947 |
Total of all expenses incurred | 2017-12-31 | $979,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $935,293 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $2,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,123,956 |
Value of total assets at end of year | 2017-12-31 | $5,852,387 |
Value of total assets at beginning of year | 2017-12-31 | $3,911,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $41,867 |
Total interest from all sources | 2017-12-31 | $3,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $26,896 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,668,411 |
Participant contributions at end of year | 2017-12-31 | $85,334 |
Participant contributions at beginning of year | 2017-12-31 | $56,293 |
Participant contributions at end of year | 2017-12-31 | $24,000 |
Participant contributions at beginning of year | 2017-12-31 | $52,375 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $455,545 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $11,705 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $1,940,634 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,852,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,911,753 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $14,971 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,696,461 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,768,296 |
Interest on participant loans | 2017-12-31 | $2,534 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $707 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $46,592 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $34,789 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $781,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $935,293 |
Contract administrator fees | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | JOHANSON & YAU ACCOUNTANCY CORPORAT |
Accountancy firm EIN | 2017-12-31 | 942702860 |
2016 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,654,259 |
Total of all expenses incurred | 2016-12-31 | $652,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $645,856 |
Value of total corrective distributions | 2016-12-31 | $2,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,359,642 |
Value of total assets at end of year | 2016-12-31 | $3,911,753 |
Value of total assets at beginning of year | 2016-12-31 | $2,909,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,315 |
Total interest from all sources | 2016-12-31 | $3,175 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $103,569 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $103,569 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,328,177 |
Participant contributions at end of year | 2016-12-31 | $56,293 |
Participant contributions at beginning of year | 2016-12-31 | $70,742 |
Participant contributions at end of year | 2016-12-31 | $52,375 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $31,465 |
Other income not declared elsewhere | 2016-12-31 | $-2,091 |
Administrative expenses (other) incurred | 2016-12-31 | $3,315 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,002,115 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,911,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,909,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,768,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,079,911 |
Interest on participant loans | 2016-12-31 | $3,175 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $758,985 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $34,789 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $189,964 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $645,856 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DAVID J CORMIA CPA |
Accountancy firm EIN | 2016-12-31 | 208298840 |
2015 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,370,611 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $458,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $448,501 |
Value of total corrective distributions | 2015-12-31 | $8,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,436,348 |
Value of total assets at end of year | 2015-12-31 | $2,909,638 |
Value of total assets at beginning of year | 2015-12-31 | $1,997,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,400 |
Total interest from all sources | 2015-12-31 | $396 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $150,049 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $150,049 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,338,186 |
Participant contributions at end of year | 2015-12-31 | $70,742 |
Participant contributions at beginning of year | 2015-12-31 | $7,818 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $98,162 |
Administrative expenses (other) incurred | 2015-12-31 | $1,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $912,072 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,909,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,997,566 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,079,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,542,391 |
Interest on participant loans | 2015-12-31 | $396 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $758,985 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $447,357 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-205,096 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-11,086 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $448,501 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DAVID J. CORMIA CPA |
Accountancy firm EIN | 2015-12-31 | 208298840 |
2014 : BRIGHTEDGE TECHNOLOGIES, INC 401 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,157,398 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $232,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $231,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,050,524 |
Value of total assets at end of year | 2014-12-31 | $1,997,566 |
Value of total assets at beginning of year | 2014-12-31 | $1,072,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $550 |
Total interest from all sources | 2014-12-31 | $439 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $110,792 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $110,792 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $108,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,039,488 |
Participant contributions at end of year | 2014-12-31 | $7,818 |
Participant contributions at beginning of year | 2014-12-31 | $9,560 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $11,036 |
Administrative expenses (other) incurred | 2014-12-31 | $550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $925,121 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,997,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,072,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,542,391 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $888,214 |
Interest on participant loans | 2014-12-31 | $439 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $447,357 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $174,671 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-25,656 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $21,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $231,727 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DAVID J. CORMIA CPA |
Accountancy firm EIN | 2014-12-31 | 208298840 |