How big is Bright Financial Planning, LLC's plan?

Bright Financial Planning, LLC's plan reported $10K in assets and 2 participants for 2024.

Original filing (PDF)20250712050352NAL0011058592001

Bright Financial Planning, LLC

Name: Bright Financial Planning, LLC — Bright Financial, Form 5500 (2024)
Creator: Bright Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bright Financial Planning, LLC 401(k) Plan

401(k) retirement plan · Bright Financial Planning, LLC's Bright Financial Planning, LLC 401(k) Plan held $10K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Casey Bright signed Bright Financial Planning, LLC's 2024 Form 5500 as plan administrator.

Casey Bright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bright Financial Planning, LLC's EIN is 92-1968332.

EIN 92-1968332

Plan number 001

Plan year 2024

ACK ID 20250712050352NAL0011058592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bright Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bright Financial Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIGHT FINANCIAL PLANNING, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score