2023 Form 5500 filing — Promotion Execution Partners, LLC 401(K) Retirement 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 20241024091401NAL0001726466001) for Promotion Execution Partners, LLC 401(K) Retirement Plan, reported by Promotion Execution Partners, LLC under EIN 56-2460890 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19MReported net assets$18,999,584
Participants351
Provider compensation$30K1 Schedule C row(s)$30,023
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241024091401NAL0001726466001
Plan sponsor
Promotion Execution Partners, LLC
EIN
56-2460890
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$807.5K
Benefits paid / distributions$770K
Contributions
Employer$482.4K
Participant$1.3M
Full reported line items
Total assets (EOY)
$18,999,584
Total liabilities (EOY)
$0
Net assets (EOY)
$18,999,584
Employer contributions
$482,446
Participant contributions
$1,302,426
Total income / additions
$4,842,814
Benefits paid
$770,049
Administrative expenses
$30,023
Total expenses
$807,479
Net increase / (decrease)
$4,035,335
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $30K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241024091401NAL0001726466001 cover?
It is the 2023 Form 5500 filing for Promotion Execution Partners, LLC 401(K) Retirement Plan, reported by Promotion Execution Partners, LLC (EIN 56-2460890).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages