Brightstep 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Affinity Acquisition Corporation · Indiana · Administrative & Support Services
What the 2023 filing shows
Brightstep 401(k) Plan holds $611K for 212 participants — about $2,882 per participant.
- $611K
- total plan assets (2024 EOY)
- 212
- covered participants
- $2,882
- avg assets per participant
- $611K
- reported net income
What the Filing Says About Brightstep 401(k) Plan
Brightstep 401(k) Plan is a 401(k) retirement plan sponsored by Affinity Acquisition Corporation, headquartered in Indiana. As of the 2024 Form 5500 filing, the plan reports $611K in total end-of-year assets and covers 212 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 851404134, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to $611K at year-end. Net assets (after liabilities) closed the year at $611K, with reported net income of $611K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | $611K |
| Net Assets (End of Year) | $611K |
| Net Income | $611K |
| Plan Type | 401(k) |
| Employer EIN | 851404134 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
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Related Data
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Frequently Asked Questions
How much money is in the Brightstep 401(k) Plan? ▼
What type of plan is Brightstep 401(k) Plan? ▼
Who sponsors the Brightstep 401(k) Plan? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 851404134.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.