Original filing (PDF)20240625152054NAL0008334945001

Middleton Financial Management, LLC d/b/a Brighton Financial Planning

Name: Middleton Financial Management, LLC d/b/a Brighton Financial Planning — Form 5500 Plan 001 (2023)
Creator: Middleton Financial Management, LLC d/b/a Brighton Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brighton Financial Planning 401(k) Plan

401(k) retirement plan · Middleton Financial Management, LLC d/b/a Brighton Financial Planning's Brighton Financial Planning 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Middleton Financial Management, LLC d/b/a Brighton Financial Planning's EIN is 27-1414643.

EIN 27-1414643

Plan number 001

Plan year 2023

ACK ID 20240625152054NAL0008334945001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Middleton Financial Management, LLC d/b/a Brighton Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Middleton Financial Management, LLC d/b/a Brighton Financial Planning's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDDLETON FINANCIAL MANAGEMENT, LLC D/B/A BRIGHTON FINANCIAL PLANNING.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score