2023 Form 5500 filing — Hybrid Promotions, LLC Incentive Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015140231NAL0016567571001) for Hybrid Promotions, LLC Incentive Savings Plan, reported by Hybrid Promotions, LLC under EIN 33-0838747 and plan number 001. It reports 690 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140231NAL0016567571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hybrid Promotions, LLC
- EIN
- 33-0838747
- Plan number
- 001
- Location
- Cypress, CA
- Participants
- 690
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,824,500
- Total liabilities (EOY)
- $22,665
- Net assets (EOY)
- $30,801,835
- Employer contributions
- $1,249,839
- Participant contributions
- $2,342,026
- Total income / additions
- $7,471,568
- Benefits paid
- $1,765,395
- Administrative expenses
- $178,827
- Total expenses
- $1,992,594
- Net increase / (decrease)
- $5,478,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $144,219 | $0 |
| Securities America, Inc. | BROKER | $0 | $55,005 |
| Richardson Kontogouris Emerson Llp | AUDIT | $17,326 | not reported in the loaded dataset |
| Dwc The 401(K) Experts | TPA | $9,136 | $707 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $5,552 | not reported in the loaded dataset |
| Superiorusa Benefits | TPA | $2,013 | $0 |